Funds Selection & Product Development SpecialistLombardia
EUR 50.000 - 70.000
Unicredit Funds & Portfolio Management unit is part of Global Investment Products division of Group Client Solutions. The team is responsible for the selection and monitoring of funds included in the European Fund Catalogue for distribution across all the countries (Italy, Germany, Austria, CE&EE countries) and for internal fund buyers and for the development / design of new products (e.g. onemarkets funds). The team is global and is composed of 6 fund selectors based in Milan & Munich with experience in open ended fund and private markets funds.
What you'll be doing Perform due diligence (financial, operational & ESG due diligence) for funds as a lead analyst for a specific asset class (e.g. Europe / US equity or Flexible Bonds)Monitor monthly and quarterly performance and review of funds included in the catalogueSupport fund selection team in dedicated performance analysis and / or look through and performance attribution analysisPerform ESG controls & other compliance checks for funds in order to monitor the coherence with Group Exclusionary Criteria or other requirementsBuild dedicated report for funds and maintenance of quantitative databasesSupport fund selection team in relationship with countries, network or internal fund buyer to collect their needs for new funds in the cataloguePerform benchmarking analysis for funds vs main competitors and proactively suggest new product ideasAnalyze trends of the asset management industry regarding pricing & costs applied to investment productsWhat you'll need to succeed Knowledge / experience in asset management or fund selection (at least 7-10 years), with a main focus on funds and fund selectionBroad investment knowledge across asset classes (equity, fixed income, multi-asset and alternatives)Capability to monitor the existing product to ensure it remains competitive (in terms of performances, fees and positioning)Expertise in fund benchmarking and knowledge of products of the main players in asset managementExperience with Morningstar Direct software and BloombergExpertise in fund analysis and knowledge of investment strategies and investment processAnalytic approach and quantitative skills with deep understanding of clients' and network needsOpen mind and innovative thinking to propose new ideas for the catalogueStrong communication skills with the ability to build relationships across business, countries, internal / external counterpartiesProactivityWhat you'll get in return Supporting concretely business activities, development projects and best product offer to clients.
About UniCredit Group Job Id: 11287
Competence Line: Client Solutions
#J-18808-Ljbffr