Head of Investment Analytics and Reporting

We have a fantastic opportunity for an experienced Investment professional to join the Investment Analytics team as Head of Investment Analytics and Reporting at Mediolanum.

The Investment Analytics team has grown significantly in recent years and is responsible for producing performance and portfolio-positioning data across the fund range, as well as sourcing the inputs required to support this work. Building on the team’s success to date, the Head of Investment Analytics and Reporting will lead and mentor the team, enabling them to deliver high-quality oversight and portfolio analysis to a diverse range of stakeholders.

The successful candidate will bring experience in portfolio management or portfolio construction and will be responsible for coordinating multiple workstreams across the team to ensure key milestones are achieved. You will understand the needs of a diverse range of stakeholders and translate them into clear, actionable deliverables. The role also calls for an adaptable, solutions-focused approach to developing new processes and making effective use of tools that strengthen management oversight and provide portfolio managers with greater insight into portfolio positioning.

The role offers the chance to shape the team’s next phase of development, influence investment decision-making and build a best-in-class analytics and reporting capability within a growing investment function.

Principal Duties of the position, including but not limited to:

• Oversee and monitor investment processes to support effective governance and informed decision-making.
• Lead daily and monthly performance measurement across portfolios, currencies and benchmarks, providing analysis at security, sector, country, manager, asset class, composite and total-fund level.
• Deliver performance attribution analysis across asset classes, sectors, countries, regions, investment styles, individual securities and total funds, using appropriate factor-based models.
• Lead, mentor and develop team members while building effective relationships with key stakeholders.
• Conduct peer-group analysis and manager rankings using Morningstar.
• Use portfolio-construction tools to assess the risk and return implications of asset-allocation and manager-selection scenarios and identify optimal outcomes.
• Produce and oversee ex-ante and ex-post risk reporting.
• Deliver environmental, social and governance (ESG) risk analytics and insights.

Skills and Competencies:

• Strong leadership and people-management skills, with the ability to mentor, develop and motivate a high-performing team.
• Excellent stakeholder-management skills, with the ability to understand varied business needs and translate them into clear, actionable deliverables.
• Strong organisational and delivery skills, with the ability to coordinate multiple workstreams, prioritise effectively and ensure key milestones are achieved.
• A solutions-focused and adaptable approach, with the confidence to develop new processes, enhance existing practices and make effective use of analytical tools.
• Sound judgement and attention to detail, supporting robust investment oversight, effective governance and informed decision-making.
• A collaborative mindset and the ability to build effective relationships across investment, risk and wider business teams.
• Strong presentation and communication skills, with the ability to convey complex information clearly and confidently to senior leadership and a diverse range of stakeholders.

Qualifications and Experience:

• Bachelor’s degree in finance or a related discipline, with a CFA charter holder or progress towards CFA being an advantage.
• 7 years’ + experience providing portfolio analysis & support directly to front office Investment teams, preferably at an asset manager.
• Proven experience managing and developing a high-performing team.
• Strong knowledge of financial markets and experience with portfolio construction.
• Demonstrable experience of asset allocation, performance measurement & attribution and risk analysis.
• Strong knowledge of equities, fixed income and mutual fund investments.
• An understanding of requirements under different regulatory regimes, including Solvency II, UCITS & MIFID.
• Experience with one or more of the following applications: FactSet, Bloomberg PORT, Style Research, Morningstar, MSCI risk analytics, or Taciem Fusion Invest.
• Knowledge of SQL or Business Intelligence tools such as Power BI, Cognos or Qlik and knowledge of scripted languages (Python, R) is required.
• Ability to define and build AI capability for the Investment Analytics & Reporting team.