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 Investment Solutions Analyst role
Based in our Dublin office, this permanent role is an exciting opportunity for someone interested in furthering their career in Financial Services and will offer exciting career potential within a dynamic and rapidly growing area of Goodbody’s Wealth Management business. The ideal candidate will have a positive attitude, strong attention to detail, excellent time management/multitasking skills and a natural aptitude for numerical concepts. This is an excellent role for anybody looking for experience within an investment role with a natural pathway over time into research or financial sales.
Investment Solutions Analyst Accountabilities include
Responsible for ongoing management of client investment strategies, including performance analysis, portfolio reviews and input to investment advice and recommendations in line with the house view.
Working closely with the Head of Investment Solutions, assisting with the preparation of tender documents, pitch materials, investment strategy documents and investment marketing material.
Collaborating with our Research and Investment Selection teams to help create and manage bespoke investment strategies for ultra‑high net worth investors and family offices.
Liaising with stakeholders across portfolio management, analytics and research to create dynamic portfolio solutions for the firm’s clients and prospects.
Qualifications and Experience
A minimum of 1 year’s experience ideally in the financial services area.
Third level qualification in areas such as finance, economics, statistics, business & project management is potentially suitable.
No specific industry qualification required. Goodbody encourages and supports staff in pursuing further education associated with their role and overall career development.
Strong Microsoft Office (Excel & Powerpoint) capability required. Advanced Excel skills and experience with VBA would be an advantage. Some previous experience using Bloomberg would be beneficial but not essential.
Experience of or an interest in workflow automation would be useful.
Ideal Characteristics
Excellent attention to detail
Strong numerical/analytical skills
An ability to interpret and translate our investment message to meet client needs
An ability to prioritise high value‑added tasks
A strong interest in Investment and Financial Markets
An ability to work in a dynamic environment
A positive, enthusiastic and proactive approach with a desire to see things done efficiently and to the highest standard
Benefits
Regular employee events through our universal inclusion programme fostering a sense of belonging and celebrating 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 better work/life balance.
Opportunities to give back through sustainability initiatives, volunteering and on‑site and online meetings with our charity partners.
Goodbody is an equal opportunities employer and is committed to fostering an inclusive workplace which values and benefits from the diversity of our workforce. Reasonable accommodations are offered at every stage of our recruitment process. Should you have a reasonable accommodation request please include a note in your application or email us directly at HR@Goodbody.ie.
Goodbody Stockbrokers UC, trading as Goodbody, is regulated by the Central Bank of Ireland and is authorised and regulated in the United Kingdom by the Financial Conduct Authority. Goodbody is a member of Euronext Dublin and the London Stock Exchange and is part of the group of companies headed by AIB Group plc.
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