Title:
Portfolio Administrative Assistant
Location:
Dublin, Ireland
Reporting to:
Head of Sustainable Investments
Department:
Sustainable Investment Solutions
Contract Type:
Full time & Permanent
Role Summary:
The successful candidate will get the opportunity to work as a Portfolio Administrative
Assistant within a busy Portfolio Management team, which services a book of high-value
charity and not-for-profit clients. Cantor Fitzgerald are keen supporters of career progression
with our organisation. This role can very much be a steppingstone to a more senior role within
the team or the wider Cantor Fitzgerald Ireland group.
Responsibilities
• General query handling from clients, with high accuracy and fast response times.
• Participate in team discussions on investment performance and risk, and assessment of
changes to the investment portfolios.
• Compile and organize data for client quarterly reporting, investment analysis,
performance reporting, and client presentations.
• Assist in researching and analysing financial markets, economic trends, and investment
opportunities.
• Analyse clients' existing investment portfolios, assessing performance, risk exposure,
and diversification.
• Set up of new client accounts and liaising with our Onboarding team.
• Sending out valuations/statements when requested from clients.
• Monthly and Quarterly discretionary portfolio reporting requirements.
• Liaising with our Payments & Client Services teams upon request.
• Review of certain investment publications ensuring relevant information and links are
up to date periodically.
• Involvement in all marketing initiatives (events, document/invite issuance etc) for our
clients.
• Assembling client meeting packs, marketing information and liaising with our marketing
team upon request.
Requirements:
• Entry level experience (2 years') within the Financial Services Sector.
• Minimum competitive education requirements for this role
includes signing up to the Institute of Bankers QFA Exam within the first 12 months.
• Excellent analytical skills.
• High level of proficiency in Microsoft Excel a priority, with other Office tools also a
necessity.
• Strong interpersonal skills.
• Ability to work under pressure.
• Ability to work as part of a team.
• Detail-oriented with the ability to manage multiple tasks and meet deadlines