Why this role is important to us
The main purpose of the Investment Specialist Intern is to support the other IS team members in producing presentation materials, answering ad‑hoc client requests and working on growth initiatives.
What you will be responsible for
Produce and update standard presentation materials and ad‑hoc client presentations for portfolio reviews and/or investment proposals.
Respond to sales team or Dublin colleagues’ queries, preparing and analysing portfolio historical data extracts, management comments and other requests as needed.
Track all management comments, performance attributions, dedicated reviews and bespoke reports for the IS team, ensuring deadlines are met and quality of service is maintained.
Assist investment specialists, fund managers and analysts in handling client inquiries, following up on client requests, working with RFP teams on RFPs and maintaining financial models.
What we value for the role
Enthusiastic, inquisitive and interested in Investment Management.
Strong English verbal and written communication skills; translating data and analysis into written form and presenting such analysis to internal and external teams.
Proactive and comfortable assuming responsibilities.
Expected to gain increasing independence, answering similar queries and facing similar technical and commercial situations.
Education & Personal Abilities
Bachelor's Degree required.
Fluency in more than one language an advantage.
Detail oriented with good organisational skills.
Strong working knowledge of Microsoft Office (PowerPoint, Excel, Word) suite of applications.
Knowledge of coding would be a strong advantage.
Benefits
We make all efforts to create a great and positive work environment, focusing on retaining, nurturing and rewarding talent. As a member of our team, you will have access to a competitive and comprehensive benefits package inclusive of flexible work options, mentorship and opportunities for cross‑functional and geographical internal mobility, as well as a range of development programmes to help you reach your full potential.
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