The Senior Fund Analyst has the responsibility to analyses,
select and monitor investment funds within an open architecture framework. He is
a key person in developing investment content, delivering this content in an
efficient and tailor-made fashion to Discretionary Portfolio Manager and
Investment Advisors and in supporting the Investment Office team in other
related aspects, particularly in managing fund-of-funds.
The role is situated in the Funds team within
Investment Office. You will be reporting to the Head of Funds.
Your next challenge:
- You will conduct fund analysis and select funds based on the defined process as a member of the Funds team to contribute to the investment content of BIL Group
- You will manage the BIL Invest fund of funds, overseeing everything from daily operations to portfolio construction, in line with BIL’s investment strategy
- Support BIL’ sales activities by a proactive information of the sales front office via multiple communication channels
- Conduct quantitative and qualitative fund analysis using the established process and relevant data sources
- Select and maintain a list of approved mutual funds in line with BIL Group governance and procedures
- Follow up on approved funds; regularly contact asset managers in this follow-up and identify better alternatives when relevant
- Participate in the team communication efforts (intranet, mails, meetings)
- Take charge of day-to-day operations of the BIL Invest fund range from flow management, risk management/guidelines monitoring to portfolio construction
- Support communication efforts related to BIL Invest
provide proactive input to the respective investment committees - Support the team (Investment Office)