Portfolio Analysis Specialist
We are seeking a highly skilled Portfolio Analysis Specialist to join our team. The successful candidate will be responsible for managing discretionary client portfolios, working closely with the investment strategy and selection teams to deliver core portfolios that meet their goals.
Key Responsibilities:
* Portfolio management in conjunction with client mandates and Investment Committee guidance
* Significant portfolio analysis, focusing on asset allocation, performance, and risk drifts
* Acting as a point of contact between the team and Client Advisers on all investment issues
Requirements:
1. Relevant third-level degree or masters in business, finance, accountancy, or engineering
2. APA Savings and Investments qualification or equivalent is desirable
3. Willingness to obtain the Chartered Financial Analyst (CFA) designation
4. Excellent information technology capability, including proficiency in Microsoft Office products, particularly Excel, Outlook, Word, and PowerPoint
5. Knowledge of Bloomberg Analytics tools, such as PORT, would be beneficial
6. Demonstrable interest and understanding of investments and financial markets
About this role:
This is an exciting opportunity to work with a leading Wealth Management firm. As a Portfolio Analysis Specialist, you will play a critical role in delivering exceptional results for our clients.
The ideal candidate will possess excellent analytical skills, strong communication abilities, and a passion for investing. If you are a motivated and detail-oriented individual who is looking to advance your career in portfolio management, we encourage you to apply.