Fineco Asset Management DAC (‘FAM’) is the Dublin based asset management subsidiary of FinecoBank S.p.A. (“FinecoBank”). FinecoBank (“Fineco”) is a leading European bank with a 20 year history and a fully digital DNA with a branchless approach since the start. Fineco is one of the banks with the widest products range available. Fineco have developed a truly one-stop-solution which includes trading, investment, and payment services. Fineco have developed a 100% proprietary platform for trading and investment which covers all customer needs from trading listed and OTC product to investment product such as mutual funds and ETF. In addition to this we also offer banking and payment solution for domestic and international demand.
FAM, which started its operations in May 2018, is authorized by the Central Bank of Ireland as a UCITS Management Company and it currently has approximately €25 bn in assets under management. FAM is a competence centre specialised in the management of fund-of-funds and single strategy funds (both managed internally and also externally buy 19 of the world’s most renowned investment managers). In addition to portfolio management activities, all key supporting and controlling functions, such as Compliance, Risk, Finance and Legal, are performed locally. FAM started with 5 employees and has grown rapidly over the past 3 years with a headcount currently sitting at 50 FTEs and growing quickly (half of our headcount was hired during the pandemic period).
The Role
Reporting to the Head of Fund Solutions, you will join an analytical, curious, and collaborative investment team. Key focus is to develop, share and debate investment ideas in order to deliver investment performance across the fund of funds for the benefit of clients. Leverage off your extensive investment knowledge, market analysis and fund research skills to achieve positive results. You will be able to monitor your ideas and assess the affect on client portfolios through the company's data analytics. You will need to be a self-starter, who enjoys building positive working relationships and looking to make a difference in a busy but flexible and supportive working environment. We are currently looking into the option of implementing a long-term hybrid working style, with the potential to work from home for a percentage of the time.
Responsible for actively managing, monitoring, and reviewing investments to deliver positive investment results for fund of funds and end clients.
Take part in manager meetings in order to analyse investment opportunities and make fund selection recommendations
Assist in the formulation of views and build asset allocation strategy by conducting research, countries, sectors, and themes.
Develop a broad and generalist knowledge of fund of funds to understand and challenge investment ideas and assist with coverage
Effective implementation of trades in funds managed and across the wider team if required.
Participating in enhanced monitoring of delegated mandates
Work with the wider investment team and alongside other departments to develop processes and ensure operational excellence.
Contribute towards the continuing development of the company by participating in projects, fund launches, committees and other activities as requested from time to time.
Build relationships and rapport across the firm and represent the company and its investment team and investment process externally where appropriate.
Key Requirements
5 years+ experience in an equity or multi asset portfolio management role
Have demonstrable experience in fund research and selection
Expertise in portfolio construction and asset allocation
Have broad or growing knowledge of the funds investment universe, largely UCITS funds and ETFs
Have the ability to analyse facts and arguments critically to produce credible recommendations
Interest and expertise in sustainable investing and SFDR a plus
Good analytical skills and attention to detail
Be a self-starter who is able to take initiative
Educated to university level and CFA desirable.
Knowledge of systems such as Morningstar, Bloomberg, Factset is a plus
Basic knowledge of Python or advanced Excel is a plus
Fineco Asset Management DAC (‘FAM’) is the Dublin based asset management subsidiary of FinecoBank S.p.A. (“FinecoBank”). FinecoBank (“Fineco”) is a leading European bank with a 20 year history and a fully digital DNA with a branchless approach since the start. Fineco is one of the banks with the widest products range available. Fineco have developed a truly one-stop-solution which includes trading, investment, and payment services. Fineco have developed a 100% proprietary platform for trading and investment which covers all customer needs from trading listed and OTC product to investment product such as mutual funds and ETF. In addition to this we also offer banking and payment solution for domestic and international demand.
FAM, which started its operations in May 2018, is authorized by the Central Bank of Ireland as a UCITS Management Company and it currently has approximately €25 bn in assets under management. FAM is a competence centre specialised in the management of fund-of-funds and single strategy funds (both managed internally and also externally buy 19 of the world’s most renowned investment managers). In addition to portfolio management activities, all key supporting and controlling functions, such as Compliance, Risk, Finance and Legal, are performed locally. FAM started with 5 employees and has grown rapidly over the past 3 years with a headcount currently sitting at 50 FTEs and growing quickly (half of our headcount was hired during the pandemic period).
The Role
Reporting to the Head of Fund Solutions, you will join an analytical, curious, and collaborative investment team. Key focus is to develop, share and debate investment ideas in order to deliver investment performance across the fund of funds for the benefit of clients. Leverage off your extensive investment knowledge, market analysis and fund research skills to achieve positive results. You will be able to monitor your ideas and assess the affect on client portfolios through the company's data analytics. You will need to be a self-starter, who enjoys building positive working relationships and looking to make a difference in a busy but flexible and supportive working environment. We are currently looking into the option of implementing a long-term hybrid working style, with the potential to work from home for a percentage of the time.
Responsible for actively managing, monitoring, and reviewing investments to deliver positive investment results for fund of funds and end clients.
Take part in manager meetings in order to analyse investment opportunities and make fund selection recommendations
Assist in the formulation of views and build asset allocation strategy by conducting research, countries, sectors, and themes.
Develop a broad and generalist knowledge of fund of funds to understand and challenge investment ideas and assist with coverage
Effective implementation of trades in funds managed and across the wider team if required.
Participating in enhanced monitoring of delegated mandates
Work with the wider investment team and alongside other departments to develop processes and ensure operational excellence.
Contribute towards the continuing development of the company by participating in projects, fund launches, committees and other activities as requested from time to time.
Build relationships and rapport across the firm and represent the company and its investment team and investment process externally where appropriate.
Key Requirements
5 years+ experience in an equity or multi asset portfolio management role
Have demonstrable experience in fund research and selection
Expertise in portfolio construction and asset allocation
Have broad or growing knowledge of the funds investment universe, largely UCITS funds and ETFs
Have the ability to analyse facts and arguments critically to produce credible recommendations
Interest and expertise in sustainable investing and SFDR a plus
Good analytical skills and attention to detail
Be a self-starter who is able to take initiative
Educated to university level and CFA desirable.
Knowledge of systems such as Morningstar, Bloomberg, Factset is a plus
Basic knowledge of Python or advanced Excel is a plus
Fineco Asset Management DAC (‘FAM’) is the Dublin based asset management subsidiary of FinecoBank S.p.A. (“FinecoBank”). FinecoBank (“Fineco”) is a leading European bank with a 20 year history and a fully digital DNA with a branchless approach since the start. Fineco is one of the banks with the widest products range available. Fineco have developed a truly one-stop-solution which includes trading, investment and payment services. Fineco have developed a 100% proprietary platform for trading and investment which covers all customer needs from trading listed and OTC product to investment product such as mutual funds and ETF. In addition to this we also offer banking and payment solution for domestic and international demand.
FAM, which started its operations in May 2018, is authorized by the Central Bank of Ireland as a UCITS Management Company and it currently has approximately €25 bn in assets under management. FAM is a competence centre specialised in the management of fund-of-funds and single strategy funds (both managed internally and also externally buy 19 of the world’s most renowned investment managers). In addition to portfolio management activities, all key supporting and controlling functions, such as Compliance, Risk, Finance and Legal, are performed locally. FAM started with 5 employees and has grown rapidly over the past 3 years with a headcount currently sitting at 50 FTEs and growing quickly (half of our headcount was hired during the pandemic period).
The Role
Reporting to the Head of Fund Solutions, you will join an analytical, curious, and collaborative investment team. Key focus of role is to be hands on working with and assisting portfolio managers in order to deliver positive investment results for clients. Portion of time will also involve conducting due diligence on both existing funds and prospective new investments. Ideally looking for a self-starter, who enjoys building positive working relationships and looking to make a difference in a busy but flexible and supportive working environment. Opportunity to grow into the role and future progression. We are currently looking into the option of implementing a long-term hybrid working style, with the potential to work from home for a percentage of the time.
Work in collaboration with portfolio managers in the day to day management of the fund of funds to deliver positive investment results for fund of funds and end clients.
Assist with tasks related to fund selection and the evaluation of managers in addition to asset allocation and portfolio construction
Plan, build and implementation of trades
Conduct due diligence for the funds, both operational and investment, with assistance from wider team
Liaise with external fund manager to complete and assess due diligence questionnaires and other relevant due diligence and monitoring activities.
Help with monthly reporting tasks when required, positioning, performance etc
Work with other teams to help with the collation and preparation of documentation for fund launches, investment committees and board meetings
Help improve and make processes more efficient
Profile/Skills:
3 years+ experience in the investment management industry would be a plus
Educated to university level and CFA desirable
Someone who is passionate and curious about financial markets and investments
Good analytical skills and attention to detail
Be a self-starter who is able to take initiative and operate successfully on an independent basis.
Be a committed team player
Proficient in MS Excel and Word
Basic knowledge of Morningstar is a plus
Basic knowledge of Python and/or SQL Database is a plus
Fineco Asset Management DAC (‘FAM’) is the Dublin based asset management subsidiary of FinecoBank S.p.A. (“FinecoBank”). FinecoBank (“Fineco”) is a leading European bank with a 20 year history and a fully digital DNA with a branchless approach since the start. Fineco is one of the banks with the widest products range available. Fineco have developed a truly one-stop-solution which includes trading, investment and payment services. Fineco have developed a 100% proprietary platform for trading and investment which covers all customer needs from trading listed and OTC product to investment product such as mutual funds and ETF. In addition to this we also offer banking and payment solution for domestic and international demand.
FAM, which started its operations in May 2018, is authorized by the Central Bank of Ireland as a UCITS Management Company and it currently has approximately €25 bn in assets under management. FAM is a competence centre specialised in the management of fund-of-funds and single strategy funds (both managed internally and also externally buy 19 of the world’s most renowned investment managers). In addition to portfolio management activities, all key supporting and controlling functions, such as Compliance, Risk, Finance and Legal, are performed locally. FAM started with 5 employees and has grown rapidly over the past 3 years with a headcount currently sitting at 50 FTEs and growing quickly (half of our headcount was hired during the pandemic period).
The Role
Reporting to the Head of Fund Solutions, you will join an analytical, curious, and collaborative investment team. Key focus of role is to be hands on working with and assisting portfolio managers in order to deliver positive investment results for clients. Portion of time will also involve conducting due diligence on both existing funds and prospective new investments. Ideally looking for a self-starter, who enjoys building positive working relationships and looking to make a difference in a busy but flexible and supportive working environment. Opportunity to grow into the role and future progression. We are currently looking into the option of implementing a long-term hybrid working style, with the potential to work from home for a percentage of the time.
Work in collaboration with portfolio managers in the day to day management of the fund of funds to deliver positive investment results for fund of funds and end clients.
Assist with tasks related to fund selection and the evaluation of managers in addition to asset allocation and portfolio construction
Plan, build and implementation of trades
Conduct due diligence for the funds, both operational and investment, with assistance from wider team
Liaise with external fund manager to complete and assess due diligence questionnaires and other relevant due diligence and monitoring activities.
Help with monthly reporting tasks when required, positioning, performance etc
Work with other teams to help with the collation and preparation of documentation for fund launches, investment committees and board meetings
Help improve and make processes more efficient
Profile/Skills:
3 years+ experience in the investment management industry would be a plus
Educated to university level and CFA desirable
Someone who is passionate and curious about financial markets and investments
Good analytical skills and attention to detail
Be a self-starter who is able to take initiative and operate successfully on an independent basis.
Be a committed team player
Proficient in MS Excel and Word
Basic knowledge of Morningstar is a plus
Basic knowledge of Python and/or SQL Database is a plus
Fineco Asset Management DAC (‘FAM’) is the Dublin based asset management subsidiary of FinecoBank S.p.A. (“FinecoBank”). FinecoBank (“Fineco”) is a leading European bank with a 20-year history and a fully digital DNA with a branchless approach since the start. Fineco is one of the banks with the widest products range available. Fineco have developed a truly one-stop-solution which includes trading, investment, and payment services. Fineco have developed a 100% proprietary platform for trading and investment which covers all customer needs from trading listed and OTC product to investment product such as mutual funds and ETF. In addition to this we also offer banking and payment solution for domestic and international demand.
FAM, which started its operations in May 2018, is authorized by the Central Bank of Ireland as a UCITS Management Company and it currently has approximately €25 bn in assets under management. FAM is a competence centre specialised in the management of fund-of-funds and single strategy funds (both managed internally and also externally by 19 of the world’s most renowned investment managers). In addition to portfolio management activities, all key supporting and controlling functions, such as Compliance, Risk, Finance and Legal are performed locally. FAM started with 5 employees and has grown rapidly over the past 3 years with a headcount currently sitting at 50 FTEs and growing quickly (half of our headcount was hired during the pandemic period).
The Role
Reporting to the Head of Fund Solutions, you will join an analytical, curious and collaborative investment team. Key focus is to develop, share and debate investment ideas in order to deliver investment performance across the fund of funds for the benefit of clients. Leverage off your extensive investment knowledge, market analysis and fund research skills achieve positive results. You will be able to monitor your ideas and assess the affect on client portfolios through the company's data analytics. You will need to be a self-starter, who enjoys building positive working relationships and looking to make a difference in a busy but flexible and supportive working environment. We are currently looking into the option of implementing a long-term hybrid working style, with the potential to work from home for a percentage of the time.
Responsible for actively managing, monitoring, and reviewing investments in order to deliver positive investment results for fund of funds and end clients.
Take part in manager meetings in order to analyse investment opportunities and make fund selection recommendations
Assist in the formulation of views and build asset allocation strategy by conducting research, countries, sectors, and themes.
Develop a broad and generalist knowledge of fund of funds to understand and challenge investment ideas and assist with coverage
Effective implementation of trades in funds managed and across the wider team if required.
Participating in enhanced monitoring of delegated mandates
Work with the wider investment team and alongside other departments to develop processes and ensure operational excellence.
Contribute towards the continuing development of the company by participating in projects, fund launches, committees and other activities as requested from time to time.
Build relationships and rapport across the firm and represent the company and its investment team and investment process externally where appropriate.
Key Requirements
5 years+ experience in a multi asset portfolio management role
Have demonstrable experience in fund research and selection
Expertise in portfolio construction and asset allocation
Have broad or growing knowledge of the funds investment universe, largely UCITS funds and ETFs
Have the ability to analyse facts and arguments critically to produce credible recommendations
Interest and expertise in sustainable investing and SFDR a plus
Good analytical skills and attention to detail
Be a self-starter who is able to take initiative
Educated to university level and CFA desirable.
Knowledge of systems such as Morningstar, Bloomberg, Factset is a plus
Basic knowledge of Python or advanced Excel is a plus
Fineco Asset Management DAC (‘FAM’) is the Dublin based asset management subsidiary of FinecoBank S.p.A. (“FinecoBank”). FinecoBank (“Fineco”) is a leading European bank with a 20-year history and a fully digital DNA with a branchless approach since the start. Fineco is one of the banks with the widest products range available. Fineco have developed a truly one-stop-solution which includes trading, investment, and payment services. Fineco have developed a 100% proprietary platform for trading and investment which covers all customer needs from trading listed and OTC product to investment product such as mutual funds and ETF. In addition to this we also offer banking and payment solution for domestic and international demand.
FAM, which started its operations in May 2018, is authorized by the Central Bank of Ireland as a UCITS Management Company and it currently has approximately €25 bn in assets under management. FAM is a competence centre specialised in the management of fund-of-funds and single strategy funds (both managed internally and also externally by 19 of the world’s most renowned investment managers). In addition to portfolio management activities, all key supporting and controlling functions, such as Compliance, Risk, Finance and Legal are performed locally. FAM started with 5 employees and has grown rapidly over the past 3 years with a headcount currently sitting at 50 FTEs and growing quickly (half of our headcount was hired during the pandemic period).
The Role
Reporting to the Head of Fund Solutions, you will join an analytical, curious and collaborative investment team. Key focus is to develop, share and debate investment ideas in order to deliver investment performance across the fund of funds for the benefit of clients. Leverage off your extensive investment knowledge, market analysis and fund research skills achieve positive results. You will be able to monitor your ideas and assess the affect on client portfolios through the company's data analytics. You will need to be a self-starter, who enjoys building positive working relationships and looking to make a difference in a busy but flexible and supportive working environment. We are currently looking into the option of implementing a long-term hybrid working style, with the potential to work from home for a percentage of the time.
Responsible for actively managing, monitoring, and reviewing investments in order to deliver positive investment results for fund of funds and end clients.
Take part in manager meetings in order to analyse investment opportunities and make fund selection recommendations
Assist in the formulation of views and build asset allocation strategy by conducting research, countries, sectors, and themes.
Develop a broad and generalist knowledge of fund of funds to understand and challenge investment ideas and assist with coverage
Effective implementation of trades in funds managed and across the wider team if required.
Participating in enhanced monitoring of delegated mandates
Work with the wider investment team and alongside other departments to develop processes and ensure operational excellence.
Contribute towards the continuing development of the company by participating in projects, fund launches, committees and other activities as requested from time to time.
Build relationships and rapport across the firm and represent the company and its investment team and investment process externally where appropriate.
Key Requirements
5 years+ experience in a multi asset portfolio management role
Have demonstrable experience in fund research and selection
Expertise in portfolio construction and asset allocation
Have broad or growing knowledge of the funds investment universe, largely UCITS funds and ETFs
Have the ability to analyse facts and arguments critically to produce credible recommendations
Interest and expertise in sustainable investing and SFDR a plus
Good analytical skills and attention to detail
Be a self-starter who is able to take initiative
Educated to university level and CFA desirable.
Knowledge of systems such as Morningstar, Bloomberg, Factset is a plus
Basic knowledge of Python or advanced Excel is a plus
Fineco Asset Management DAC (‘FAM’) is the Dublin based asset management subsidiary of FinecoBank S.p.A. (“FinecoBank”). Fineco Bank is a leading European bank with a 20 year history and a fully digital DNA with a branchless approach since the start.
FAM, which started its operations in May 2018, is authorized by the Central Bank of Ireland as a UCITS Management Company and it currently has over €20 bn in assets under management. FAM is a competence centre specialised in the management of fund-of-funds and single strategy funds (both managed internally and also externally buy 19 of the world’s most renowned investment managers). In addition to portfolio management activities, all key supporting and controlling functions, such as Compliance, Risk, Finance and Legal, are also performed locally. FAM started with 5 employees and has grown rapidly over the past 3 years with a headcount currently sitting at 50 FTEs and growing quickly (half of our headcount was hired during the pandemic period).
With this rapid growth, we are looking to recruit a HR Coordinator/Specialist to join our HR Team. This role will report into the HR Manager & Chief Executive Support.
Job brief
We are looking for a skilled HR Coordinator/Specialist who will support with all areas of the HR function. The successful candidate will be a highly motivated and committed individual, who thrives in a fast-paced working environment. We need a self-starter who is a highly efficient, organised and committed individual to join our team.
Responsibilities
Respond to queries in the HR mailbox and assist colleagues with any HR System or general questions
Assisting with the annual performance review process, as well as mid and end of probation reviews.
Reviews, tracks, and documents compliance with mandatory and non-mandatory training, continuing education, and work assessments.
Recruits, interviews, and facilitates the hiring of qualified job applicants for open positions; collaborates with departmental managers to understand skills and competencies required for openings.
Conducts or acquires background checks and employee eligibility verifications.
Performs routine tasks required to administer and execute human resource programs including but not limited to compensation, benefits, and leave; disciplinary matters; disputes and investigations; performance and talent management; productivity, recognition, and morale; occupational health and safety; and training and development.
Handles employment-related inquiries from applicants, employees, and supervisors, referring complex and/or sensitive matters to the appropriate staff.
Attends and participates in employee disciplinary meetings, terminations, and investigations.
Maintains knowledge of trends, best practices, regulatory changes, and new technologies in human resources, talent management, and employment law.
Work with the HR team in preparing the monthly payroll by requesting inputs from relevant stakeholders, checking that employee details are up-to-date, preparing the payroll file for final approval and running payroll reports
Liaise with pension, payroll and health insurance provider
Assist colleagues with any HR System or general questions
Maintain employee records (attendance data etc.) according to policy and legal requirements
Manage the HRIS system
Performs other duties as assigned. Support the HR Manager and wider HR team with ad-hoc tasks and projects
Requirements
HR qualification (CIPD Accredited)
At least 1 years’ proven experience as HR officer, administrator or other HR position
Knowledge of HR functions (pay & benefits, recruitment, training & development, governance etc.)
Broad understanding of labour laws and disciplinary procedures
Proficient in MS Office
Outstanding organizational and time-management abilities
Excellent communication and interpersonal skills
Strong attention to detail
Ability to work in a fast paced environment and ability to be adaptable
Strong ethics and reliability
Discretion and confidentiality
Desired
Experience working in Financial Services is preferred
Experience managing full recruitment cycle (from drafting job specs to selecting right candidate)
Experience in remuneration, payroll and governance processes
Knowledge of funds of funds, equity or fixed income funds would be beneficial
Fineco Asset Management DAC (‘FAM’) is the Dublin based asset management subsidiary of FinecoBank S.p.A. (“FinecoBank”). Fineco Bank is a leading European bank with a 20 year history and a fully digital DNA with a branchless approach since the start.
FAM, which started its operations in May 2018, is authorized by the Central Bank of Ireland as a UCITS Management Company and it currently has over €20 bn in assets under management. FAM is a competence centre specialised in the management of fund-of-funds and single strategy funds (both managed internally and also externally buy 19 of the world’s most renowned investment managers). In addition to portfolio management activities, all key supporting and controlling functions, such as Compliance, Risk, Finance and Legal, are also performed locally. FAM started with 5 employees and has grown rapidly over the past 3 years with a headcount currently sitting at 50 FTEs and growing quickly (half of our headcount was hired during the pandemic period).
With this rapid growth, we are looking to recruit a HR Coordinator/Specialist to join our HR Team. This role will report into the HR Manager & Chief Executive Support.
Job brief
We are looking for a skilled HR Coordinator/Specialist who will support with all areas of the HR function. The successful candidate will be a highly motivated and committed individual, who thrives in a fast-paced working environment. We need a self-starter who is a highly efficient, organised and committed individual to join our team.
Responsibilities
Respond to queries in the HR mailbox and assist colleagues with any HR System or general questions
Assisting with the annual performance review process, as well as mid and end of probation reviews.
Reviews, tracks, and documents compliance with mandatory and non-mandatory training, continuing education, and work assessments.
Recruits, interviews, and facilitates the hiring of qualified job applicants for open positions; collaborates with departmental managers to understand skills and competencies required for openings.
Conducts or acquires background checks and employee eligibility verifications.
Performs routine tasks required to administer and execute human resource programs including but not limited to compensation, benefits, and leave; disciplinary matters; disputes and investigations; performance and talent management; productivity, recognition, and morale; occupational health and safety; and training and development.
Handles employment-related inquiries from applicants, employees, and supervisors, referring complex and/or sensitive matters to the appropriate staff.
Attends and participates in employee disciplinary meetings, terminations, and investigations.
Maintains knowledge of trends, best practices, regulatory changes, and new technologies in human resources, talent management, and employment law.
Work with the HR team in preparing the monthly payroll by requesting inputs from relevant stakeholders, checking that employee details are up-to-date, preparing the payroll file for final approval and running payroll reports
Liaise with pension, payroll and health insurance provider
Assist colleagues with any HR System or general questions
Maintain employee records (attendance data etc.) according to policy and legal requirements
Manage the HRIS system
Performs other duties as assigned. Support the HR Manager and wider HR team with ad-hoc tasks and projects
Requirements
HR qualification (CIPD Accredited)
At least 1 years’ proven experience as HR officer, administrator or other HR position
Knowledge of HR functions (pay & benefits, recruitment, training & development, governance etc.)
Broad understanding of labour laws and disciplinary procedures
Proficient in MS Office
Outstanding organizational and time-management abilities
Excellent communication and interpersonal skills
Strong attention to detail
Ability to work in a fast paced environment and ability to be adaptable
Strong ethics and reliability
Discretion and confidentiality
Desired
Experience working in Financial Services is preferred
Experience managing full recruitment cycle (from drafting job specs to selecting right candidate)
Experience in remuneration, payroll and governance processes
Knowledge of funds of funds, equity or fixed income funds would be beneficial
We are looking to recruit enthusiastic professionals, reporting to the Company CFO to support the Finance function of the Company. Timeliness and accuracy is of the utmost importance in fulfilling this role. The principal activities will be
BUDGETING & FORECASTING: Prepare, implement and review of expenses, assessing on periodic basis, difference against actual
MANAGEMENT ACCOUNT: Preparation and review of monthly management accounts, audit and preparation of financial statements
GROUP REPORTING: Preparing group reporting pack and responding to any queries from the parent company
ACCRUALS MONITORING: Review accruals booked against budgeted amount for any over/under accrual and that it is correctly allocated
PAYMENTS: Managing the payments process of the Company
TAX COMPLIANCE AND REGULATORY RETURNS: Ensure correct VAT and Tax rates are appropriately recorded. Perform filing with Central Bank of Ireland and other regulators
REPORTING: Preparation of periodic reports for CFO, CEO and Board of Directors
Key Requirements:
Relevant Asset Management (preferable) or Banking Experience;
We are looking to recruit enthusiastic professionals, reporting to the Company CFO to support the Finance function of the Company. Timeliness and accuracy is of the utmost importance in fulfilling this role. The principal activities will be
BUDGETING & FORECASTING: Prepare, implement and review of expenses, assessing on periodic basis, difference against actual
MANAGEMENT ACCOUNT: Preparation and review of monthly management accounts, audit and preparation of financial statements
GROUP REPORTING: Preparing group reporting pack and responding to any queries from the parent company
ACCRUALS MONITORING: Review accruals booked against budgeted amount for any over/under accrual and that it is correctly allocated
PAYMENTS: Managing the payments process of the Company
TAX COMPLIANCE AND REGULATORY RETURNS: Ensure correct VAT and Tax rates are appropriately recorded. Perform filing with Central Bank of Ireland and other regulators
REPORTING: Preparation of periodic reports for CFO, CEO and Board of Directors
Key Requirements:
Relevant Asset Management (preferable) or Banking Experience;
Fineco Asset Management DAC (‘FAM’) is the Dublin based asset management subsidiary of FinecoBank S.p.A. (“FinecoBank”). FinecoBank (“Fineco”) is a leading European bank with a 20 year history and a fully digital DNA with a branchless approach since the start. Fineco is one of the banks with the widest products range available. Fineco have developed a truly one-stop-solution which includes trading, investment and payment services. Fineco have developed a 100% proprietary platform for trading and investment which covers all customer needs from trading listed and OTC product to investment product such as mutual funds and ETF. In addition to this we also offer banking and payment solution for domestic and international demand.
FAM, which started its operations in May 2018, is authorized by the Central Bank of Ireland as a UCITS Management Company and it currently has approximately €20 bn in assets under management. FAM is a competence centre specialised in the management of fund-of-funds and single strategy funds (both managed internally and also externally buy 19 of the world’s most renowned investment managers). In addition to portfolio management activities, all key supporting and controlling functions, such as Compliance, Risk, Finance and Legal, are also performed locally. FAM started with 5 employees and has grown rapidly over the past 3 years with a headcount currently sitting at 40 FTEs and growing quickly (half of our headcount was hired during the pandemic period).
We are looking to recruit a Legal Counsel to join our Legal Team for a 9 month Maternity Leave contract. This role will report into the Head of Legal.
Job Duties and Responsibilities
The role of Legal Counsel for FAM, will generally include the following tasks:
• Legislation and regulation - Follow-up, analysis and implementation of new legislation or regulatory requirements impacting FAM and the funds under management (e.g. UCITS, AIFMD, MiFID II, EMIR, SFDR, CP86, Outsourcing Requirements etc.);
• Fund approvals/amendments – Complete Central Bank and CSSF applications for new sub-funds and manage all post authorization fund amendments with the Central Bank or the CSSF. Generally assist with FAM’s product development right from idea stage through to fully managing the new product approval process with the regulator and internal and external stakeholders;
• Fund Documentation – Draft and maintain fund and management company documents (e.g. Prospectus, Supplements, KIIDs and Business Plan) and other ancillary documents related to the investment funds under management;
• Contracts - Draft and review a range of commercial contracts impacting the management company and the funds under management (such as IMAs with third party managers, investment advisory agreements, licensing agreements etc.);
• Transactional Documentation: Draft and review fund transactional documentation such as ISDA Agreements, transaction confirmations, ISDA amendment agreements, give-up agreements etc.;
• Legal advice – Provide practical, business-oriented legal advice on issues that arise for FAM in the context of its Irish and Luxembourg fund umbrellas and in respect of FAM’s own management company governance requirements;
• Projects - Participation in ad-hoc regulatory and business projects;
• Board and FAM committee preparation – Assist internal stakeholders and the Company Secretary in respect of preparing and organizing quarterly board meetings and product committee meetings; and
• Represent FAM – Represent FAM at external conferences, industry events or fund association events.
Qualifications and Experience
• Qualified Irish Solicitor or a solicitor with equivalent qualification in another jurisdiction with 5 years' post qualification experience (gained working in Ireland specifically); and
• Previous experience in investment funds is essential, with a demonstratable background in the understanding of investment strategies and subsequent drafting of fund product documentation.
Skills required
• Highly motivated, pragmatic, solutions-oriented and a real business partner;
• Ability to conduct a thorough legal analysis of complex topics and translate this analysis into practical and succinct legal advice;
• Commitment to high standards and forensic attention detail;
• Strong communication skills (oral and written) and ability to liaise with top management and other stakeholders;
• Independent worker, with the organisational and task management skills necessary to manage a large volume of tasks and meet deadlines;
• Ability to effectively prioritize work by understanding competing priorities and make appropriate judgments regarding relative importance;
• Team player, offers to help colleagues and share work; and
• Familiar with MS-applications (Outlook, Word, Excel, PowerPoint).
*We are currently reviewing and considering implementing a long-term remote working strategy following the Covid-19 pandemic.
Fineco Asset Management DAC (‘FAM’) is the Dublin based asset management subsidiary of FinecoBank S.p.A. (“FinecoBank”). FinecoBank (“Fineco”) is a leading European bank with a 20 year history and a fully digital DNA with a branchless approach since the start. Fineco is one of the banks with the widest products range available. Fineco have developed a truly one-stop-solution which includes trading, investment and payment services. Fineco have developed a 100% proprietary platform for trading and investment which covers all customer needs from trading listed and OTC product to investment product such as mutual funds and ETF. In addition to this we also offer banking and payment solution for domestic and international demand.
FAM, which started its operations in May 2018, is authorized by the Central Bank of Ireland as a UCITS Management Company and it currently has approximately €20 bn in assets under management. FAM is a competence centre specialised in the management of fund-of-funds and single strategy funds (both managed internally and also externally buy 19 of the world’s most renowned investment managers). In addition to portfolio management activities, all key supporting and controlling functions, such as Compliance, Risk, Finance and Legal, are also performed locally. FAM started with 5 employees and has grown rapidly over the past 3 years with a headcount currently sitting at 40 FTEs and growing quickly (half of our headcount was hired during the pandemic period).
We are looking to recruit a Legal Counsel to join our Legal Team for a 9 month Maternity Leave contract. This role will report into the Head of Legal.
Job Duties and Responsibilities
The role of Legal Counsel for FAM, will generally include the following tasks:
• Legislation and regulation - Follow-up, analysis and implementation of new legislation or regulatory requirements impacting FAM and the funds under management (e.g. UCITS, AIFMD, MiFID II, EMIR, SFDR, CP86, Outsourcing Requirements etc.);
• Fund approvals/amendments – Complete Central Bank and CSSF applications for new sub-funds and manage all post authorization fund amendments with the Central Bank or the CSSF. Generally assist with FAM’s product development right from idea stage through to fully managing the new product approval process with the regulator and internal and external stakeholders;
• Fund Documentation – Draft and maintain fund and management company documents (e.g. Prospectus, Supplements, KIIDs and Business Plan) and other ancillary documents related to the investment funds under management;
• Contracts - Draft and review a range of commercial contracts impacting the management company and the funds under management (such as IMAs with third party managers, investment advisory agreements, licensing agreements etc.);
• Transactional Documentation: Draft and review fund transactional documentation such as ISDA Agreements, transaction confirmations, ISDA amendment agreements, give-up agreements etc.;
• Legal advice – Provide practical, business-oriented legal advice on issues that arise for FAM in the context of its Irish and Luxembourg fund umbrellas and in respect of FAM’s own management company governance requirements;
• Projects - Participation in ad-hoc regulatory and business projects;
• Board and FAM committee preparation – Assist internal stakeholders and the Company Secretary in respect of preparing and organizing quarterly board meetings and product committee meetings; and
• Represent FAM – Represent FAM at external conferences, industry events or fund association events.
Qualifications and Experience
• Qualified Irish Solicitor or a solicitor with equivalent qualification in another jurisdiction with 5 years' post qualification experience (gained working in Ireland specifically); and
• Previous experience in investment funds is essential, with a demonstratable background in the understanding of investment strategies and subsequent drafting of fund product documentation.
Skills required
• Highly motivated, pragmatic, solutions-oriented and a real business partner;
• Ability to conduct a thorough legal analysis of complex topics and translate this analysis into practical and succinct legal advice;
• Commitment to high standards and forensic attention detail;
• Strong communication skills (oral and written) and ability to liaise with top management and other stakeholders;
• Independent worker, with the organisational and task management skills necessary to manage a large volume of tasks and meet deadlines;
• Ability to effectively prioritize work by understanding competing priorities and make appropriate judgments regarding relative importance;
• Team player, offers to help colleagues and share work; and
• Familiar with MS-applications (Outlook, Word, Excel, PowerPoint).
*We are currently reviewing and considering implementing a long-term remote working strategy following the Covid-19 pandemic.
Fineco Asset Management DAC (‘FAM’) is the Dublin based asset management subsidiary of FinecoBank S.p.A. (“FinecoBank”). FinecoBank (“Fineco”) is a leading European bank with a 20 year history and a fully digital DNA with a branchless approach since the start. Fineco is one of the banks with the widest products range available. Fineco have developed a truly one-stop-solution which includes trading, investment and payment services. Fineco have developed a 100% proprietary platform for trading and investment which covers all customer needs from trading listed and OTC product to investment product such as mutual funds and ETF. In addition to this we also offer banking and payment solution for domestic and international demand.
FAM, which started its operations in May 2018, is authorized by the Central Bank of Ireland as a UCITS Management Company and it currently has approximately €25 bn in assets under management. FAM is a competence centre specialised in the management of fund-of-funds and single strategy funds (both managed internally and also externally buy 19 of the world’s most renowned investment managers). In addition to portfolio management activities, all key supporting and controlling functions, such as Compliance, Risk, Finance and Legal, are also performed locally. FAM started with 5 employees and has grown rapidly over the past 3 years with a headcount currently sitting at 50 FTEs and growing quickly (half of our headcount was hired during the pandemic period).
Main Responsibilities:
• OPERATIONAL SUPPORT : Be the first point of contact with the investment managers, in relation to outstanding issue as they arise, including settlement, invoicing of the funds and cash flows;
• OPERATIONAL SUPPORT: Be the first point of contact with custodian and the fund administrator, in relation to outstanding matters regarding settlement and dividend distribution and any other corporate actions;
• OPERATIONAL SUPPORT: Support, lead and coordinate ad hoc projects;
• PROCESS MANAGEMENT: Liaise with custodian(s) to open new accounts on behalf of sub-funds, sub-Advisors, etc.
• PROCESS MANAGEMENT: Liaise with tax advisors/Administrator/asset managers to ensure proper and timely WHT filing/CGT rate applied and rebates reclaimed.
• PROCESS MANAGEMENT: Manage the end-to-end operational set-up requirements for static data, notifications, filings, etc. for new fund launches
• INVOICE MANAGEMENT: Collect, review and validate fund expense fees including administration, custody, other fund service providers whilst ensuring they are in line with our funds’ General Expense Budgets; manage communications with investment managers and service providers to ensure timely and accurate payment
• Contribute to the production and maintenance of a General Expenses budget for the funds and review, on a periodic basis accruals in the funds NAVs against invoiced amounts.
• Assist in the periodic review of NAVs, EMIR Reporting. Ongoing Charges etc as produced by the Firm’s delegates. Report, track to resolution any exceptions observed.
• MIDDLE OFFICE: Coordinating day-to-day administration of the funds.
• BACK UP FUNCTION: Provide general support in the day-to-day management of the company’s administrative affairs
• BOD REPORTING: Prepare periodic reports the Board of Directors.
Key Requirements:
• Relevant Asset Management (preferable) or Banking Experience;
• Relevant Operations/Middle Office/Fund Accounting Experience;
• Honours Bachelor degree;
• 3-4 years' experience in one or more the functional areas mentioned above;
• Good knowledge of financial products and financial markets, required;
• Very good working knowledge of Excel
• Excellent verbal and written communication skills;
• Strong attention to detail;
• Well organized with strong time management skills;
• Be enthusiastic and eager to learn, self-starter;
• Flexible and willingness to work on different projects.
Fineco Asset Management DAC (‘FAM’) is the Dublin based asset management subsidiary of FinecoBank S.p.A. (“FinecoBank”). FinecoBank (“Fineco”) is a leading European bank with a 20 year history and a fully digital DNA with a branchless approach since the start. Fineco is one of the banks with the widest products range available. Fineco have developed a truly one-stop-solution which includes trading, investment and payment services. Fineco have developed a 100% proprietary platform for trading and investment which covers all customer needs from trading listed and OTC product to investment product such as mutual funds and ETF. In addition to this we also offer banking and payment solution for domestic and international demand.
FAM, which started its operations in May 2018, is authorized by the Central Bank of Ireland as a UCITS Management Company and it currently has approximately €25 bn in assets under management. FAM is a competence centre specialised in the management of fund-of-funds and single strategy funds (both managed internally and also externally buy 19 of the world’s most renowned investment managers). In addition to portfolio management activities, all key supporting and controlling functions, such as Compliance, Risk, Finance and Legal, are also performed locally. FAM started with 5 employees and has grown rapidly over the past 3 years with a headcount currently sitting at 50 FTEs and growing quickly (half of our headcount was hired during the pandemic period).
Main Responsibilities:
• OPERATIONAL SUPPORT : Be the first point of contact with the investment managers, in relation to outstanding issue as they arise, including settlement, invoicing of the funds and cash flows;
• OPERATIONAL SUPPORT: Be the first point of contact with custodian and the fund administrator, in relation to outstanding matters regarding settlement and dividend distribution and any other corporate actions;
• OPERATIONAL SUPPORT: Support, lead and coordinate ad hoc projects;
• PROCESS MANAGEMENT: Liaise with custodian(s) to open new accounts on behalf of sub-funds, sub-Advisors, etc.
• PROCESS MANAGEMENT: Liaise with tax advisors/Administrator/asset managers to ensure proper and timely WHT filing/CGT rate applied and rebates reclaimed.
• PROCESS MANAGEMENT: Manage the end-to-end operational set-up requirements for static data, notifications, filings, etc. for new fund launches
• INVOICE MANAGEMENT: Collect, review and validate fund expense fees including administration, custody, other fund service providers whilst ensuring they are in line with our funds’ General Expense Budgets; manage communications with investment managers and service providers to ensure timely and accurate payment
• Contribute to the production and maintenance of a General Expenses budget for the funds and review, on a periodic basis accruals in the funds NAVs against invoiced amounts.
• Assist in the periodic review of NAVs, EMIR Reporting. Ongoing Charges etc as produced by the Firm’s delegates. Report, track to resolution any exceptions observed.
• MIDDLE OFFICE: Coordinating day-to-day administration of the funds.
• BACK UP FUNCTION: Provide general support in the day-to-day management of the company’s administrative affairs
• BOD REPORTING: Prepare periodic reports the Board of Directors.
Key Requirements:
• Relevant Asset Management (preferable) or Banking Experience;
• Relevant Operations/Middle Office/Fund Accounting Experience;
• Honours Bachelor degree;
• 3-4 years' experience in one or more the functional areas mentioned above;
• Good knowledge of financial products and financial markets, required;
• Very good working knowledge of Excel
• Excellent verbal and written communication skills;
• Strong attention to detail;
• Well organized with strong time management skills;
• Be enthusiastic and eager to learn, self-starter;
• Flexible and willingness to work on different projects.
The new joiner will sit within the Investment Team. His/Her role will include support tasks across all activities performed by the Investment team: launch of New Products, Due Diligence, Trades. Below a description of the three main tasks:
- Launch of New Products:
o Liaise internally with Legal, Operations, Risk and Compliance to make sure that all relevant documentation/procedures are ready/in place.
o Assist the manager in reviewing the agreements with counterparties and other external operational parties.
o Support PMs in drafting documentation for the Investment Committee, or other departments when needed.
- Trades on derivative and structured products including:
o Passives and Smart Factors funds: Weekly resets of these swap-based products per the schedule as well as any ad hoc resets.
o Target funds: Reset of the funds based on the trades received as well as any ad hoc resets.
o Work on operational process for the products and liaise with different teams involved in the process.
o Actively monitor these products for any ad-hoc issues.
- Assist the investment team in conducting due diligence for the funds:
o Liaison with the fund manager to send due diligence questionnaires and collecting the relevant information
o Arranging calls with the fund manager, if required
o Assessing the filled in due diligence questionnaire to provide a view on the manager and investment.
Profile/Skills:
- Good analytical skills and attention to detail
- Good time management skills
- Ability to work as a team as well as independently
- Proficient in MS Excel and Word
- Basic knowledge of Morningstar is a plus
- Basic knowledge of Python and/or SQL Database is a plus
The new joiner will sit within the Investment Team. His/Her role will include support tasks across all activities performed by the Investment team: launch of New Products, Due Diligence, Trades. Below a description of the three main tasks:
- Launch of New Products:
o Liaise internally with Legal, Operations, Risk and Compliance to make sure that all relevant documentation/procedures are ready/in place.
o Assist the manager in reviewing the agreements with counterparties and other external operational parties.
o Support PMs in drafting documentation for the Investment Committee, or other departments when needed.
- Trades on derivative and structured products including:
o Passives and Smart Factors funds: Weekly resets of these swap-based products per the schedule as well as any ad hoc resets.
o Target funds: Reset of the funds based on the trades received as well as any ad hoc resets.
o Work on operational process for the products and liaise with different teams involved in the process.
o Actively monitor these products for any ad-hoc issues.
- Assist the investment team in conducting due diligence for the funds:
o Liaison with the fund manager to send due diligence questionnaires and collecting the relevant information
o Arranging calls with the fund manager, if required
o Assessing the filled in due diligence questionnaire to provide a view on the manager and investment.
Profile/Skills:
- Good analytical skills and attention to detail
- Good time management skills
- Ability to work as a team as well as independently
- Proficient in MS Excel and Word
- Basic knowledge of Morningstar is a plus
- Basic knowledge of Python and/or SQL Database is a plus
The firm is a UCITS Management Company and is the Manager of 3 UCITS Umbrella Funds in Luxembourg and in Ireland, with AUM of approx. 25 bn euro.
We are looking to recruit a trainee student/recently graduated Compliance Trainee, reporting to the Company Chief Compliance Officer (CCO) and DP for Regulatory and Compliance, to support the continuous growth of the Company.
We are offering a 9 months full time paid contract, with the opportunity to be extended or to be confirmed in a permanent role at the end of the term.
The role:
Oversight of the compliance by the investment managers of the funds’ UCITS and prospectus limits, liaising with the Depositary, the Investment Managers and the compliance systems provider on any issues;
Investigation of breaches, dealing with the Investment Managers, the Administrators and the Depositary Banks, in relation to the application of policies and in verifying the appropriate execution of the target operating model;
Maintaining the pre- and post-trade constraint management system, in line with the relevant regulatory limits, dealing with the delegate in an effective manner;
Reviewing fund pre- and post-contractual client material from a compliance perspective, eg KIIDs, prospectus, fund fact sheets, fund marketing materials (Fluency in Italian language a strong positive);
Following up on queries in relation to AML/KYC/UBO;
Providing guidance on compliance topics in relation to products and distribution;
Preparation of compliance reports to the different stakeholders (the Board in particular);
Assisting with the development of staff training and delivering the same;
Support the Chief Compliance Officer and the Compliance team as required in preparing reports and updates for the Board, the Central Bank of Ireland, the CSSF, senior management of the firm, the parent company/group and any other stakeholders;
Assist in the promotion of an appropriate compliance culture within the organisation;
Back up of other team members as appropriate.
Key Requirements
Interest in, and willingness to develop knowledge in, financial products and financial markets;
Interest in Compliance as a career;
Honours Bachelor degree/in progress;
Excellent verbal and written communication skills;
Fluency in Italian is required;
Strong planning, problem solving skills;
Be enthusiastic and eager to learn, self-starter.
The firm is a UCITS Management Company and is the Manager of 3 UCITS Umbrella Funds in Luxembourg and in Ireland, with AUM of approx. 25 bn euro.
We are looking to recruit a trainee student/recently graduated Compliance Trainee, reporting to the Company Chief Compliance Officer (CCO) and DP for Regulatory and Compliance, to support the continuous growth of the Company.
We are offering a 9 months full time paid contract, with the opportunity to be extended or to be confirmed in a permanent role at the end of the term.
The role:
Oversight of the compliance by the investment managers of the funds’ UCITS and prospectus limits, liaising with the Depositary, the Investment Managers and the compliance systems provider on any issues;
Investigation of breaches, dealing with the Investment Managers, the Administrators and the Depositary Banks, in relation to the application of policies and in verifying the appropriate execution of the target operating model;
Maintaining the pre- and post-trade constraint management system, in line with the relevant regulatory limits, dealing with the delegate in an effective manner;
Reviewing fund pre- and post-contractual client material from a compliance perspective, eg KIIDs, prospectus, fund fact sheets, fund marketing materials (Fluency in Italian language a strong positive);
Following up on queries in relation to AML/KYC/UBO;
Providing guidance on compliance topics in relation to products and distribution;
Preparation of compliance reports to the different stakeholders (the Board in particular);
Assisting with the development of staff training and delivering the same;
Support the Chief Compliance Officer and the Compliance team as required in preparing reports and updates for the Board, the Central Bank of Ireland, the CSSF, senior management of the firm, the parent company/group and any other stakeholders;
Assist in the promotion of an appropriate compliance culture within the organisation;
Back up of other team members as appropriate.
Key Requirements
Interest in, and willingness to develop knowledge in, financial products and financial markets;
Interest in Compliance as a career;
Honours Bachelor degree/in progress;
Excellent verbal and written communication skills;
Fluency in Italian is required;
Strong planning, problem solving skills;
Be enthusiastic and eager to learn, self-starter.
To apply for this role, please email your CV directly to hr@finecoassetmanagement.com. Please do not apply via LinkedIn or through the career’s portal due to temporary technical issues which we are currently looking into with our IT team.
Fineco Asset Management DAC (‘FAM’) is the Dublin based asset management subsidiary of FinecoBank S.p.A. (“FinecoBank”). FinecoBank (“Fineco”) is a leading European bank with a 20 year history and a fully digital DNA with a branchless approach since the start. Fineco is one of the banks with the widest products range available. Fineco have developed a truly one-stop-solution which includes trading, investment and payment services. Fineco have developed a 100% proprietary platform for trading and investment which covers all customer needs from trading listed and OTC product to investment product such as mutual funds and ETF. In addition to this we also offer banking and payment solution for domestic and international demand.
FAM, which started its operations in May 2018, is authorized by the Central Bank of Ireland as a UCITS Management Company and it currently has approximately €22 bn in assets under management. FAM is a competence centre specialised in the management of fund-of-funds and single strategy funds (both managed internally and also externally buy 19 of the world’s most renowned investment managers). In addition to portfolio management activities, all key supporting and controlling functions, such as Compliance, Risk, Finance and Legal, are also performed locally. FAM started with 5 employees and has grown rapidly over the past 3 years with a headcount currently sitting at 47 FTEs and growing quickly (half of our headcount was hired during the pandemic period).
With this rapid growth, we are looking to recruit a Senior Sales Manager.
Overview:
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,
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);
• Collaborating in collecting and creating competitive landscape scenarios;
• Organizing and 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 and with Compliance function;
• Achieving growth and hitting sales targets;
• Contribute to the designing and implementing of 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;
• Contribute to new funds launch preparatory work and to product governance;
• 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 fund management industry and a strong knowledge of funds is required;
• Fluency in Italian and English are require.
To apply for this role, please email your CV directly to hr@finecoassetmanagement.com. Please do not apply via LinkedIn or through the career’s portal due to temporary technical issues which we are currently looking into with our IT team.
Fineco Asset Management DAC (‘FAM’) is the Dublin based asset management subsidiary of FinecoBank S.p.A. (“FinecoBank”). FinecoBank (“Fineco”) is a leading European bank with a 20 year history and a fully digital DNA with a branchless approach since the start. Fineco is one of the banks with the widest products range available. Fineco have developed a truly one-stop-solution which includes trading, investment and payment services. Fineco have developed a 100% proprietary platform for trading and investment which covers all customer needs from trading listed and OTC product to investment product such as mutual funds and ETF. In addition to this we also offer banking and payment solution for domestic and international demand.
FAM, which started its operations in May 2018, is authorized by the Central Bank of Ireland as a UCITS Management Company and it currently has approximately €22 bn in assets under management. FAM is a competence centre specialised in the management of fund-of-funds and single strategy funds (both managed internally and also externally buy 19 of the world’s most renowned investment managers). In addition to portfolio management activities, all key supporting and controlling functions, such as Compliance, Risk, Finance and Legal, are also performed locally. FAM started with 5 employees and has grown rapidly over the past 3 years with a headcount currently sitting at 47 FTEs and growing quickly (half of our headcount was hired during the pandemic period).
With this rapid growth, we are looking to recruit a Senior Sales Manager.
Overview:
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,
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);
• Collaborating in collecting and creating competitive landscape scenarios;
• Organizing and 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 and with Compliance function;
• Achieving growth and hitting sales targets;
• Contribute to the designing and implementing of 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;
• Contribute to new funds launch preparatory work and to product governance;
• 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 fund management industry and a strong knowledge of funds is required;
• Fluency in Italian and English are require.