Investment Research Analyst

Description de l'offre

Monitor and control the usage of Investment Research and ensure compliance with MifidII

Investment Research budget definition
Support Expertise COOs & Finance department in the budget definition process by providing:
· Analysis for pre-budgetting process
· Detailed reports on past consumption of investment research

Commercial negociation & contract management
· Ensure compliance to (i) Procurement policies & standards and (ii) MiFID II regulation (inducements) during the broker negotiation phase
· Coordinate and support Commercial & Contract negociations with brokers
· Monitor the contract lifecycle (end date)

Monitoring of research usage / Governance
· Manage entitlement process (who can use which research)
· Analyse and monitor research consumption according to contractual term
· Quality Assessment of Investment Research – coordinate broker vote process across Expertises
· Track and manage unsolicited research (inducement risk management)
· Prepare & support the Investment Research Committee
· Follow Up on Mifid II regulation evolution and best practices

Accrual, Invoicing & Payments
Coordinate invoicing management (control, validation, allocation) by
· Matching invoices against contract terms and research consumption
· Managing validation of invoices by budget holders
· Providing allocation keys to ensure a fair cost allocation per cost center
· Provide accrual/reversal instruction to Finance

Profil recherché

Qualifications :

Education/Qualifications
·  Master 2 level
Experience
·  Finance or Compliance experience
·  Experience in Capital Markets / Asset Management industry

Knowledge and Skills
·  Budget & Finance skills required
·  Advanced negotiation skills
·  Analytical skills (market analysis, business case, reporting)
·  Presentation skills (impacting presentations, C-level presentations)
·  Fluent in both French and English. A third language a plus (German, Italian, Spanish )


Competencies
·  Strong engagement in work, high level of autonomy
·  Good relationship and communication skills
·  Ability to influence within the organization
·  Change management skills