About Goodbody
Goodbody is a leading financial services firm, committed to serving and growing client relationships for 150 years. We are a full service, investment‑led business offering wealth management, asset management, investment banking and private equity services. Our staff of over 400 work in offices across Dublin, London, Cork and Galway. We’re proud to offer prospective employees a professional, collegial work environment that encourages diversity of thought and background. Our reputation in the Irish market for putting customers first is as consistent as the company’s long‑standing commitment to giving back to the communities that we work in.
About The Advisory Investment Strategist Role
The Advisory Investment Strategist plays a pivotal role within Goodbody Wealth Management’s Investment Strategy team, leading the firm’s Advisory investment proposition and generating high‑quality advice and outcomes for clients. This permanent, high‑impact specialist role combines deep financial market and investment strategy knowledge with stakeholder interaction, content generation, and business development. The role contributes directly to the growth of our business, delivering advisory investment solutions to relationship managers and strategic advisors, empowering them to provide our investor clients with clear, consistent and compliant advice to meet their investment objectives.
The Advisory Investment Strategist will report directly to the Head of Investment Strategy and will play a pivotal role in the evolution of Goodbody’s Advisory investment offering. Subject to experience and qualification, the Advisory Investment Strategist would be expected to participate as a voting member of the firm’s Investment Committee.
Accountabilities
Content Creation – Deliver day‑to‑day and week‑to‑week market intelligence and content, adapting the investment process to motivate relationship managers and engage the Advisory client base. Communicate Advisory investment ideas, trends, and themes in both written and verbal formats, driving high engagement with stakeholders.
Product Innovation – Work closely with Goodbody Wealth Management’s Chief Investment Officer, asset‑class specialists, and investment solutions teams to identify new and novel products and strategies that express house views and themes in the Advisory context. Participate in related business development projects.
Advisory Solutions – Create and present suitable investment solutions for high‑ and ultra‑high net‑worth individuals and family advisory clients, collaborating with relationship managers to choose strategies that help investors reach their goals while adhering to portfolio construction, asset allocation and risk‑management standards.
Regulatory & Technical Excellence – Apply deep product knowledge, regulatory awareness and high ethical standards in all interactions, contributing to the firm’s provision of investment advice with the highest levels of technical accuracy, governance and documentation. Shape the governance, standards and consistency of the Advisory operating model.
Qualifications And Experience
Professional & Academic Requirements
Financial or investment‑related third‑level qualification, ideally to Master’s level or above.
Chartered Financial Adviser (CFA) or Chartered Alternative Investments Adviser (CAIA) qualification.
Experience
5+ years of experience in an investment strategy or related role, including portfolio construction, product innovation, and stakeholder communication.
Strong digital literacy: advanced use of MS Excel with VBA, Bloomberg, automation, and practical professional experience with coding in Python.
Ideal Characteristics
Innovative and solution‑oriented mindset.
Exceptional communication and presentation skills.
Excellent statistical, mathematical and analytical skills with meticulous attention to detail.
Proven ability to deliver tangible outcomes through personal initiative and technical excellence.
Strong team orientation, thriving in a dynamic environment with multiple stakeholders.
Strong relationship‑building capability across multidisciplinary teams.
Ability to build and manage a consistent, repeatable analytical framework to generate opportunities.
Commitment to the highest ethical and professional standards.
Employee Value Proposition
Goodbody is committed to helping employees thrive. We promote inclusion, opportunities to grow and a commitment to ‘do the right thing’. We offer:
Regular employee events that foster belonging and celebrate differences; and an “always on” approach to social, financial, mental and physical wellbeing.
A benefits package that includes a generous pension scheme, educational sponsorship and health insurance, along with a hybrid working model to promote work/life balance.
Opportunities to give back through sustainability initiatives and volunteering.
Equal Opportunity Employment
Goodbody is an equal opportunities employer and is committed to fostering an inclusive workplace which values and benefits from the diversity of its workforce. Reasonable accommodations are offered at every stage of the recruitment process.
#J-18808-Ljbffr