Mission Statement:
Our mission is to become a center of excellence for advisory solutions. We create, manage & deliver Fund of Funds and Single Strategies in a timely, efficient and dynamic manner while maintaining the highest level of both product innovation and quality
The Role:
We are currently seeking a Structured Product Specialist with 5-7 years of experience to join our Investment Team. Successful candidates will have a strong desire to work in a fast-paced environment, being part of a team that is developing and building a new range of UCITs products with targeted payoffs.
Requirements and Responsibilities:
At least 5-7 years’ experience in developing and managing structured product investments. This includes the following activities:
Generate investment ideas that could be implemented through derivatives, in a structural way with a target payoff within a given time horizon.
Back test the Investment Idea (strong skills in Equity Derivatives strategies like Auto-callables, Barrier, Option Overwriting, Vol. Target etc.).
Pricing Equity Derivatives to assess risks and sensitivities of the investment strategy over time (strong skills in pricing Barries, Auto-Callables, Exotic Options in general).
Prepare the Investment Process and present the investment idea to the Investment Committee. Contribute to write the product supplement, in liaison with the legal department.
Build a portfolio, making sure that is coherent with UCITs limits and Central Bank regulations.
Follow the product launch and onboarding, coordinating the internal departments (middle office, risk, legal) and the external parties (Custodian, Fund Accounting). Prepare and get all relevant parties’ approval on any product documentation and ensure all workflow (including booking system) are properly addressed.
Support the marketing department in creating a product brochure that highlights payoffs and risks of the product.
Run auctions to trade the several components within the fund (i.e. funding basket - usually composed of bonds and interest rates derivatives – and the performance component – usually represented by a TRS or other options structures).
Be responsible to manage the product life cycle and performance. Make sure that the targeted payoff is achievable at any point in time, through automatic checks (i.e. asset and liability equilibrium).
Deal on a weekly basis with redemptions, making sure that trades are executed at fair value.
The candidate needs to be familiar/able to perform the following activities:
Trade interest rates derivatives (“Fixed to Fixed” and “Fixed to Floating” IRS, Cross currency Swaps, Swaptions, Forward Purchase agreements), Credit Default Swaps.
Trade equity derivatives (Vanilla Call and Put options, Barrier Option, Digital Options, Total Return Swaps, Equity Default Swaps, Auto-Callables) and FX Derivatives.
Possess strong skills in pricing and back testing derivatives, assessing risks and sensitivities.
Strong Python coding is essential for this role.
Strong ability to model the portfolio payoff through third parties’ systems (Bloomberg)
Education and experience:
At least 5-7 years of experience in managing structured products (preferably in a UCITs environment) in relevant financial institutions. Knowledge in financial derivatives products and structured products, and experience in financial products marketing and development
University graduate in Economics, Finance, Mathematics orsics or related disciplines. Master, Phd or a specialization in pricing/modelling derivatives would be a plus.
Strong analytical, quantitative skills, better if supported by an adequate knowledge in computer programming.
Mission Statement:
Our mission is to become a center of excellence for advisory solutions. We create, manage & deliver Fund of Funds and Single Strategies in a timely, efficient and dynamic manner while maintaining the highest level of both product innovation and quality
The Role:
We are currently seeking a Structured Product Specialist with 5-7 years of experience to join our Investment Team. Successful candidates will have a strong desire to work in a fast-paced environment, being part of a team that is developing and building a new range of UCITs products with targeted payoffs.
Requirements and Responsibilities:
At least 5-7 years’ experience in developing and managing structured product investments. This includes the following activities:
Generate investment ideas that could be implemented through derivatives, in a structural way with a target payoff within a given time horizon.
Back test the Investment Idea (strong skills in Equity Derivatives strategies like Auto-callables, Barrier, Option Overwriting, Vol. Target etc.).
Pricing Equity Derivatives to assess risks and sensitivities of the investment strategy over time (strong skills in pricing Barries, Auto-Callables, Exotic Options in general).
Prepare the Investment Process and present the investment idea to the Investment Committee. Contribute to write the product supplement, in liaison with the legal department.
Build a portfolio, making sure that is coherent with UCITs limits and Central Bank regulations.
Follow the product launch and onboarding, coordinating the internal departments (middle office, risk, legal) and the external parties (Custodian, Fund Accounting). Prepare and get all relevant parties’ approval on any product documentation and ensure all workflow (including booking system) are properly addressed.
Support the marketing department in creating a product brochure that highlights payoffs and risks of the product.
Run auctions to trade the several components within the fund (i.e. funding basket - usually composed of bonds and interest rates derivatives – and the performance component – usually represented by a TRS or other options structures).
Be responsible to manage the product life cycle and performance. Make sure that the targeted payoff is achievable at any point in time, through automatic checks (i.e. asset and liability equilibrium).
Deal on a weekly basis with redemptions, making sure that trades are executed at fair value.
The candidate needs to be familiar/able to perform the following activities:
Trade interest rates derivatives (“Fixed to Fixed” and “Fixed to Floating” IRS, Cross currency Swaps, Swaptions, Forward Purchase agreements), Credit Default Swaps.
Trade equity derivatives (Vanilla Call and Put options, Barrier Option, Digital Options, Total Return Swaps, Equity Default Swaps, Auto-Callables) and FX Derivatives.
Possess strong skills in pricing and back testing derivatives, assessing risks and sensitivities.
Strong Python coding is essential for this role.
Strong ability to model the portfolio payoff through third parties’ systems (Bloomberg)
Education and experience:
At least 5-7 years of experience in managing structured products (preferably in a UCITs environment) in relevant financial institutions. Knowledge in financial derivatives products and structured products, and experience in financial products marketing and development
University graduate in Economics, Finance, Mathematics orsics or related disciplines. Master, Phd or a specialization in pricing/modelling derivatives would be a plus.
Strong analytical, quantitative skills, better if supported by an adequate knowledge in computer programming.
Our mission is to become a center of excellence for advisory solutions. We create, manage & deliver Fund of Funds and Single Strategies in a timely, efficient and dynamic manner while maintaining the highest level of both product innovation and quality
The Role:
FAM are looking for a high-performing Senior Sales Manager to help us meet our customer acquisition and revenue growth targets by keeping FAM competitive and innovative. He/She will be responsible for engaging with financial advisors and investment managers and promoting FAM services, crafting sales plans and justifying those to plans to management.
Responsibilities include:
• Building and maintaining fast-growing PFA network and customer relationships both at Retail and Institutional level by identifying customer’s need and offering customised FAM investment solutions based on in-depth knowledge of products and services;
• Managing the relationship with the Finecobank Financial Advisor network. Maintain engagement with the network through regular communication, performance reporting, targeted events and feedback sessions;
• Partnering with other functions and roles within the organisation to drive commercial materials (e.g videos, brochures, events);
• Collect and create competitive landscape scenarios on a monthly basis;
• Analyze FAM commercial results and apply measures for sustaining growth and progression of Net sales;
• Hosting conversations about domestic and foreign financial markets, market trends, economic indicators, investment concepts and strategies, and the universe of daring products in the investment/consumer financial industry;
• Liaising with Marketing to ensure a consistent, professional, timely production of Marketing Materials and promotional activity;
• Achieving growth and hitting sales targets by successfully managing the sales team;
• Designing and implementing a strategic sales plan that expands company’s customer base and satisfying the needs of individual PFA’s;
• Build and promote strong, long-lasting customer and distributor relationships by partnering with them and understanding their needs;
• Present sales, revenue and expenses reports and realistic forecasts to the management team;
• Identify promising mutual fund strategies for the Italian market which can be promoted to retail customers
• Identify new and emerging strategies and markets which promise to provide a return over both the short and long term, with particular attention to the Italian market
• Manage and develop relationships with key internal and external stakeholders.
Requirements:
• 5-10 years’ experience in sales in the finance industry and a strong knowledge of funds is required;
Our mission is to become a center of excellence for advisory solutions. We create, manage & deliver Fund of Funds and Single Strategies in a timely, efficient and dynamic manner while maintaining the highest level of both product innovation and quality
The Role:
FAM are looking for a high-performing Senior Sales Manager to help us meet our customer acquisition and revenue growth targets by keeping FAM competitive and innovative. He/She will be responsible for engaging with financial advisors and investment managers and promoting FAM services, crafting sales plans and justifying those to plans to management.
Responsibilities include:
• Building and maintaining fast-growing PFA network and customer relationships both at Retail and Institutional level by identifying customer’s need and offering customised FAM investment solutions based on in-depth knowledge of products and services;
• Managing the relationship with the Finecobank Financial Advisor network. Maintain engagement with the network through regular communication, performance reporting, targeted events and feedback sessions;
• Partnering with other functions and roles within the organisation to drive commercial materials (e.g videos, brochures, events);
• Collect and create competitive landscape scenarios on a monthly basis;
• Analyze FAM commercial results and apply measures for sustaining growth and progression of Net sales;
• Hosting conversations about domestic and foreign financial markets, market trends, economic indicators, investment concepts and strategies, and the universe of daring products in the investment/consumer financial industry;
• Liaising with Marketing to ensure a consistent, professional, timely production of Marketing Materials and promotional activity;
• Achieving growth and hitting sales targets by successfully managing the sales team;
• Designing and implementing a strategic sales plan that expands company’s customer base and satisfying the needs of individual PFA’s;
• Build and promote strong, long-lasting customer and distributor relationships by partnering with them and understanding their needs;
• Present sales, revenue and expenses reports and realistic forecasts to the management team;
• Identify promising mutual fund strategies for the Italian market which can be promoted to retail customers
• Identify new and emerging strategies and markets which promise to provide a return over both the short and long term, with particular attention to the Italian market
• Manage and develop relationships with key internal and external stakeholders.
Requirements:
• 5-10 years’ experience in sales in the finance industry and a strong knowledge of funds is required;
Our mission is to become a center of excellence for advisory solutions. We create, manage & deliver Fund of Funds and Single Strategies in a timely, efficient and dynamic manner while maintaining the highest level of both product innovation and quality
Main Responsibilities:
UCITS Management Company is the Manager of 3 UCITS Umbrella Funds in Luxembourg and in Ireland, with AUM of approx. 15 bn euro.
We are looking to recruit an enthusiastic professional, reporting to the Company Chief Compliance Officer (CCO) to support the continuous growth of the company.
The role:
Oversight of the Funds UCITS and Prospectus Limits, dealing efficiently with the Depositary, the Investment Managers and the system provider;
Preparing, reviewing, advising on Policies and Procedures of the Company, in particular regarding Compliance Policies and Group Policies, keeping in good order the Compliance Handbook;
Dealing efficiently with the Investment Managers, the Administrators and the Depositary Banks, in relation to Fund Limits investigation breaches, and in directing the application of policies and in verifying the appropriate execution of the target operating model;
Assisting the Compliance Team in the execution of the Annual Compliance Plan;
Providing support to the CCO and in certain circumstances advise and guide staff in relation to compliance matters;
Assist in the review of upstream regulatory changes and analysis of impact on the businesses;
Involvement in projects that require regulatory/compliance input;
Assist with developing staff training and delivering of the same;
Support the Head of Compliance and the Compliance Team as required Assist in preparing reports and updates for the Board, the Central Bank, Senior Management and any other stakeholders;
Assist in the promotion of an appropriate compliance culture within the organisation.
Key Requirements
Relevant Asset Management Experience;
Honours Bachelor degree;
ACOI qualification or study preferred;
2-5 years' experience in one or more the functional areas mentioned above;
Strong knowledge of financial products and financial markets;
Excellent verbal and written communication skills;
Strong planning, problem solving;
Well organised with strong time management skills;
Our mission is to become a center of excellence for advisory solutions. We create, manage & deliver Fund of Funds and Single Strategies in a timely, efficient and dynamic manner while maintaining the highest level of both product innovation and quality
Main Responsibilities:
UCITS Management Company is the Manager of 3 UCITS Umbrella Funds in Luxembourg and in Ireland, with AUM of approx. 15 bn euro.
We are looking to recruit an enthusiastic professional, reporting to the Company Chief Compliance Officer (CCO) to support the continuous growth of the company.
The role:
Oversight of the Funds UCITS and Prospectus Limits, dealing efficiently with the Depositary, the Investment Managers and the system provider;
Preparing, reviewing, advising on Policies and Procedures of the Company, in particular regarding Compliance Policies and Group Policies, keeping in good order the Compliance Handbook;
Dealing efficiently with the Investment Managers, the Administrators and the Depositary Banks, in relation to Fund Limits investigation breaches, and in directing the application of policies and in verifying the appropriate execution of the target operating model;
Assisting the Compliance Team in the execution of the Annual Compliance Plan;
Providing support to the CCO and in certain circumstances advise and guide staff in relation to compliance matters;
Assist in the review of upstream regulatory changes and analysis of impact on the businesses;
Involvement in projects that require regulatory/compliance input;
Assist with developing staff training and delivering of the same;
Support the Head of Compliance and the Compliance Team as required Assist in preparing reports and updates for the Board, the Central Bank, Senior Management and any other stakeholders;
Assist in the promotion of an appropriate compliance culture within the organisation.
Key Requirements
Relevant Asset Management Experience;
Honours Bachelor degree;
ACOI qualification or study preferred;
2-5 years' experience in one or more the functional areas mentioned above;
Strong knowledge of financial products and financial markets;
Excellent verbal and written communication skills;
Strong planning, problem solving;
Well organised with strong time management skills;
Mission Statement
Our mission is to become a center of excellence for advisory solutions. We create, manage & deliver Fund of Funds and Single Strategies in a timely, efficient and dynamic manner while maintaining the highest level of both product innovation and quality
The Role
We are currently seeking a Structured Product Specialist with 5-7 years of experience to join our Investment Team. Successful candidates will have a strong desire to work in a fast-paced environment, being part of a team that is developing and building a new range of UCITs products with targeted payoffs.
Requirements and Responsibilities:
At least 5-7 years’ experience in developing and managing structured product investments. This includes the following activities:
Generate investment ideas that could be implemented through derivatives, in a structural way with a target payoff within a given time horizon.
Back test the Investment Idea, prepare the Investment Process and present the investment idea to the Investment Committee.
Contribute to write the product supplement, in liaison with the legal department.
Build a portfolio, making sure that is coherent with UCITs limits and Central Bank regulations.
Follow the product launch and onboarding, coordinating the internal departments (middle office, risk, legal) and the external parties (Custodian, Fund Accounting). Prepare and get all relevant parties’ approval on any product documentation and ensure all workflow (including booking system) are properly addressed.
Support the marketing department in creating a product brochure that highlights payoffs and risks of the product.
Run auctions to trade the several components within the fund (i.e. funding basket - usually composed of bonds and interest rates derivatives – and the performance component – usually represented by a TRS or other options structures).
Be responsible to manage the product life cycle and performance. Make sure that the targeted payoff is achievable at any point in time, through automatic checks (i.e. asset and liability equilibrium).
Deal on a weekly basis with redemptions, making sure that trades are executed at fair value.
The candidate needs to be familiar/able to perform the following activities:
Trade interest rates derivatives (“Fixed to Fixed” and “Fixed to Floating” IRS, Cross currency Swaps, Swaptions, Forward Purchase agreements), Credit Default Swaps.
Trade equity derivatives (Vanilla Call and Put options, Barrier Option, Digital Options, Total Return Swaps, Equity Default Swaps) and FX Derivatives.
Have a clear understanding of the pricing models, risks and sensitivities of the derivatives mentioned above. The ability to model the portfolio payoff through third parties’ systems (Bloomberg) or coding (Matlab/Python) will be a plus.
Education and experience
At least 5-7 years of experience in managing structured products (preferably in a UCITs environment) in relevant financial institutions. Knowledge in financial derivatives products and structured products, and experience in financial products marketing and development
University graduate in Economics, Finance, Mathematics or Physics or related disciplines. Master, Phd or a specialization in pricing/modelling derivatives would be a plus.
Strong analytical, quantitative skills, better if supported by an adequate knowledge in computer programming.
Mission Statement
Our mission is to become a center of excellence for advisory solutions. We create, manage & deliver Fund of Funds and Single Strategies in a timely, efficient and dynamic manner while maintaining the highest level of both product innovation and quality
The Role
We are currently seeking a Structured Product Specialist with 5-7 years of experience to join our Investment Team. Successful candidates will have a strong desire to work in a fast-paced environment, being part of a team that is developing and building a new range of UCITs products with targeted payoffs.
Requirements and Responsibilities:
At least 5-7 years’ experience in developing and managing structured product investments. This includes the following activities:
Generate investment ideas that could be implemented through derivatives, in a structural way with a target payoff within a given time horizon.
Back test the Investment Idea, prepare the Investment Process and present the investment idea to the Investment Committee.
Contribute to write the product supplement, in liaison with the legal department.
Build a portfolio, making sure that is coherent with UCITs limits and Central Bank regulations.
Follow the product launch and onboarding, coordinating the internal departments (middle office, risk, legal) and the external parties (Custodian, Fund Accounting). Prepare and get all relevant parties’ approval on any product documentation and ensure all workflow (including booking system) are properly addressed.
Support the marketing department in creating a product brochure that highlights payoffs and risks of the product.
Run auctions to trade the several components within the fund (i.e. funding basket - usually composed of bonds and interest rates derivatives – and the performance component – usually represented by a TRS or other options structures).
Be responsible to manage the product life cycle and performance. Make sure that the targeted payoff is achievable at any point in time, through automatic checks (i.e. asset and liability equilibrium).
Deal on a weekly basis with redemptions, making sure that trades are executed at fair value.
The candidate needs to be familiar/able to perform the following activities:
Trade interest rates derivatives (“Fixed to Fixed” and “Fixed to Floating” IRS, Cross currency Swaps, Swaptions, Forward Purchase agreements), Credit Default Swaps.
Trade equity derivatives (Vanilla Call and Put options, Barrier Option, Digital Options, Total Return Swaps, Equity Default Swaps) and FX Derivatives.
Have a clear understanding of the pricing models, risks and sensitivities of the derivatives mentioned above. The ability to model the portfolio payoff through third parties’ systems (Bloomberg) or coding (Matlab/Python) will be a plus.
Education and experience
At least 5-7 years of experience in managing structured products (preferably in a UCITs environment) in relevant financial institutions. Knowledge in financial derivatives products and structured products, and experience in financial products marketing and development
University graduate in Economics, Finance, Mathematics or Physics or related disciplines. Master, Phd or a specialization in pricing/modelling derivatives would be a plus.
Strong analytical, quantitative skills, better if supported by an adequate knowledge in computer programming.
Our mission is to become a center of excellence for advisory solutions. We create, manage & deliver Fund of Funds and Single Strategies in a timely, efficient and dynamic manner while maintaining the highest level of both product innovation and quality
Key Responsibilities
Manage a portfolio of Credit securities in accordance with risk parameters
Develop and execute a clear and disciplined investment process that produces strong ideas and demonstrates sustainable and repeatable performance
Strong knowledge of macro trends with the ability to interpret market trends
Key and proactive contribution to the fundamental analysis, investment process and idea generation
Management of various funds of funds in the credit space and active contribution to other cross-asset funds
Strong experience in trading Credit derivatives, for overlay and hedging strategies
Diligent supervision of the investment implementation, risk control and performance measurement
Development and maintenance of a robust analytical framework across the credit space
Ability to understand data related to portfolio attribution, contribution and risk measures
Education and Background
Bachelor’s degree in computer science, economics, engineering, finance, mathematics, physics, statistics or a related field
Prior experience in a financial markets position with a minimum of 10 years in a risk taking role managing a portfolio of securities and producing strong risk adjusted returns
Thorough understanding of modelling techniques for corporate capital structures and derivative pricing (options, credit derivatives)
Strong understanding of portfolio construction, risk measurement/management, and performance attribution techniques
Willingness to embrace quantitative analytics and technology as valuable portfolio management tools
A commercial, solutions-oriented mind
Excellent analytical and quantitative skills, with strong attention to detail
Strong written and verbal communications skills
Ability to manage multiple tasks and thrive in a fast-paced team environment
Must be eager to be part of a collegial, collaborative environment embracing of a high level of camaraderie and respect among peers
Our mission is to become a center of excellence for advisory solutions. We create, manage & deliver Fund of Funds and Single Strategies in a timely, efficient and dynamic manner while maintaining the highest level of both product innovation and quality
Key Responsibilities
Manage a portfolio of Credit securities in accordance with risk parameters
Develop and execute a clear and disciplined investment process that produces strong ideas and demonstrates sustainable and repeatable performance
Strong knowledge of macro trends with the ability to interpret market trends
Key and proactive contribution to the fundamental analysis, investment process and idea generation
Management of various funds of funds in the credit space and active contribution to other cross-asset funds
Strong experience in trading Credit derivatives, for overlay and hedging strategies
Diligent supervision of the investment implementation, risk control and performance measurement
Development and maintenance of a robust analytical framework across the credit space
Ability to understand data related to portfolio attribution, contribution and risk measures
Education and Background
Bachelor’s degree in computer science, economics, engineering, finance, mathematics, physics, statistics or a related field
Prior experience in a financial markets position with a minimum of 10 years in a risk taking role managing a portfolio of securities and producing strong risk adjusted returns
Thorough understanding of modelling techniques for corporate capital structures and derivative pricing (options, credit derivatives)
Strong understanding of portfolio construction, risk measurement/management, and performance attribution techniques
Willingness to embrace quantitative analytics and technology as valuable portfolio management tools
A commercial, solutions-oriented mind
Excellent analytical and quantitative skills, with strong attention to detail
Strong written and verbal communications skills
Ability to manage multiple tasks and thrive in a fast-paced team environment
Must be eager to be part of a collegial, collaborative environment embracing of a high level of camaraderie and respect among peers