Analyst in middle-office (Controlling of Investment Funds)


Wanted: positive, open-minded, diligent and communicative self-starter.


Focus of work: wide spectrum of “steep learning curve” tasks connected with analysis of strategically managed sophisticated investment portfolio, preparation of materials and regular internal reporting. 


Main Responsibilities:


• Monitoring and analysis of the major global economy indicators (macro analysis), capital markets and single asset classes

• Analysis of investment proposals for an Investment Committee, crafting and preparing materials, presentations, notes

• Design optimization and preparation of weekly/monthly reports

• Collection and analysis of monthly reports on current investment portfolio constituents from counterparties and investment managers

• Reconciliation of performance numbers with investment fund managers, Treasury and back-office in due course preparation of monthly and quarterly reports

• Communication with consultants, bankers and investment fund managers (mostly in English)






• Higher with focus on Economics or/and Science

• GPA of 4.5 or higher

• Globally recognized designation (CFA, CIPM, CAIA and etc.) is a big plus

Knowledge and Skills:

• Ability  to perform difficult calculations, good knowledge of Math

• High literacy in MS Excel, experienced Bloomberg user

• Different financial instruments, their risks and advantages

• Core statistical metrics used in performance evaluation of investment strategies

• Ability to analyze management and financial reports

• Good English (both oral and written)

• Ability or willingness to use Python is a plus



Working Experience:


• Previous analytical experience with investment funds, family offices, financial institutions 

• Good understanding of fixed income, equities and hedge funds 

• Experience in departments overseeing and analyzing Capital Markets is a plus

Personal Merits:

• Strong analytical skills with clear merit of diligence

• Ability to critically treat information while staying unbiased

• Efficiency in reporting to different target audiences both in written and oral language

• Positive, open-minded and communicative person

• Self-starter motivated from within

• Ability to prioritize and manage time when having parallel tasks

• Addiction to education and self-improvement


Please, send your CV with Cover Letter and compensation expectations to with copy to 


  Discuss in the forum
« back to list
Video Library

to be the first to know about all CFA news, events an programms

CFA Association Russia. Ассоциация CFA (Россия) не занимается вопросами приема документов и сдачи экзаменов - это исключительная сфера Института CFA. По всем вопросам, связанным со сдачей экзаменов CFA (Levels I, II, III) просьба обращаться по адресу

Edelweiss Center
Entrance 3, Office 11,
3 Davydkovskaya street,
Moscow 121352 Russia

Copyright ©2019 CFA Institute | All Rights Reserved. Terms and Conditions | Privacy and Cookie Policy