Assignment description

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

Skills and experiences needed:

• 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

Advantage if you have demonstrable experience from the following:

• 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

Language:

• Fluent in English and Swedish both orally and in writing