Within this role you will together with our client’s team be a handful of people where you all have mixed experience and competences.
This team develop appropriate infrastructure and processes to create a world class investment management organization.
You will cooperate with Portfolio Managers and various internal and external Stakeholders in a wide range of projects ranging from investment product implementation, handling trading counterparties, and oversight of delegated functions and third-party providers globally.
As a Business Analyst in Delegation Oversight & Coordination team your role will include
Ongoing oversight and evaluation of delegated functions, e.g. external Portfolio Managers, share class hedging, investment operations, depository function
Supporting our portfolio management by driving improvement of operational and portfolio related processes
Negotiating and maintaining contractual agreements such as Service level agreements
Engaging in product development and regulatory projects
Preparing oversight reports and presenting to management
A minimum of 5 years’ experience from the fund or asset management industry
Currently be working in a fund accounting, operations, risk management, middle office or oversight function within the financial industry
Relevant academic degree, preferably within the accounting, engineering, or the mathematical field
A strong analytical mindset and a structured way of working
Ability to work independently, lead people, and manage project
Data analysis skills are a merit
Pro-active work to improve operational processes in portfolio management
Working with follow up of outsourced processes including contract ownership
Completing initial due diligence and onboarding of delegates, including risk assessment
Experience from collaborating with counterparties such as external administrators, custodians and trading counterparties
Fluent in English and Swedish both orally and in writing