Title:Portfolio Administrative AssistantLocation:Dublin, IrelandReporting to:Head of Sustainable InvestmentsDepartment:Sustainable Investment SolutionsContract Type:Full time & PermanentRole Summary:The successful candidate will get the opportunity to work as a Portfolio AdministrativeAssistant within a busy Portfolio Management team, which services a book of high-valuecharity and not-for-profit clients. Cantor Fitzgerald are keen supporters of career progressionwith our organisation. This role can very much be a steppingstone to a more senior role withinthe 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 ofchanges 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 investmentopportunities.• 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 areup to date periodically.• Involvement in all marketing initiatives (events, document/invite issuance etc) for ourclients.• Assembling client meeting packs, marketing information and liaising with our marketingteam upon request.Requirements:• Entry level experience (2 years') within the Financial Services Sector.• Minimum competitive education requirements for this roleincludes 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 anecessity.• 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