Funds Selection

1 settimana fa


Milano, Italia Hypovereinsbank A tempo pieno

Apply as Funds selection & product development specialist General Information Job ID 11287 Company UniCredit S.p.A Competence Line Client Solutions Country Italy City MILANO Job Type Professional Functional area Investment Products & Strategies Working time model Full-time Contact Unicredit Funds & Portfolio Management unit is part of Global Investment Products division of Group Client Solutions.
The team is responsible of 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 by 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 catalogue –Support fund selection team in dedicated performance analysis and / or look through and performance attribution analysis –Perform ESG controls & other compliance checks for funds in order to monitor the coherence with Group Exclusionary Criteria or other requirements –Build dedicated report for funds and maintenance of quantitative databases –Support fund selection team in relationship with countries, network or internal fund buyer to collect their needs for new funds in the catalogue -Perform benchmarking analysis for funds vs main competitors and proactively suggests new product ideas -Analyze trends of the asset management industry regarding pricing & costs applied to investment products What 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 selection -Broad 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 management –Experience with Morningstar Direct software and Bloomberg -Expertise in fund analysis and knowledge of investment strategies and investment process –Analytic approach and quantitative skills with deep understanding of clients' and network needs –Open mind and innovative thinking to propose new ideas for the catalogue -Strong communication skills with the ability to build relationship across business, countries, internal/external counterparties What you'll get in return Supporting concretely business activities, development projects and best product offer to clients About UniCredit Group UniCredit is a pan-European Commercial Bank with a unique service offering in Italy, Germany, Central and Eastern Europe.
Our purpose is to empower communities to progress, delivering the best-in-class for all stakeholders, unlocking a better tomorrow for our clients and our people across Europe.
We serve over 15 million customers worldwide.
They are at the heart of what we do in all our markets.
Digitalisation and our commitment to ESG principles are key enablers for our service.
They help us deliver excellence to our stakeholders and creating a sustainable future for our clients, our communities and our people.
We are an equal opportunity employer.
We stand together in nurturing a workplace that welcomes diverse thinking and inclusive behaviors.
Making all voices heard and leveraging "diversity of thought" regardless of gender identity, age, race, ethnicity, sexual orientation, ability, cultural background, we ensure sustainable growth and new business opportunities, a strong drive for innovation and creativity, as well as a general improvement of the work climate with positive impact on productivity, well-being and engagement of our people.
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