Investment Products Analyst

Description

Position Summary: Investment Products Analyst with interest in analyzing and monitoring international funds and managers for Credicorp Capital. Key Highlights: 1. Analysis and recommendation of external funds and managers 2. Leading Due Diligence processes and presenting investment theses 3. Development on a regional leading investment management platform At **Credicorp Capital**, we seek to incorporate into our **Investment Products – Third-Party Funds** team an **Investment Products Analyst**, with interest in analyzing international funds and managers, and motivation to develop within a regional leading investment management platform. **Role Purpose** --------------------- The Third-Party Funds Analyst will be responsible for the **recommendation, monitoring, and oversight of funds managed by external managers** to Credicorp Capital. The role requires conducting quantitative and qualitative analysis to identify top-performing managers by asset class, leading **Due Diligence** processes, presenting investment theses to the **Investment Committee**, and supporting the commercial rollout of selected funds. The analyst will maintain ongoing interaction with **Wealth Management, Asset Management, Compliance, Legal**, and the **Fund Administrator**, as well as frequent communication with international fund managers. **Key Responsibilities** --------------------------------- * Quantitative and qualitative analysis of external funds and managers. * Selection and recommendation process for third-party funds. * Execution of **Due Diligence** processes. * Presentation of investment theses to the Investment Committee. * Ongoing performance monitoring of recommended funds. * Coordination of meetings and calls with international fund managers. * Support in the commercial rollout of approved funds. * Preparation of analytical reports and materials for internal teams. **✅ Profile Requirements** --------------------------- ### **Academic Background** * Graduate in **Economics, Finance, Business Administration**, or related fields. ### **Experience** * **1–2 years of relevant experience** in investment areas and/or fund analysis or selection. ### **Technical Knowledge** * Advanced knowledge of finance. * Specialization or interest in **alternative investments** is desirable. * Intermediate proficiency in **Bloomberg and/or Morningstar**. ### **Certifications (Desirable)** * **CFA Level I passed** and/or **CAIA Level I passed**. ### **Languages** * **Advanced English (mandatory)**. ### **Key Competencies** * Strong organizational skills. * High attention to detail. * Analytical thinking. * Discipline and technical rigor. * Communication skills and ability to collaborate effectively. ***This opportunity is also open to persons with disabilities.***