Portfolio Construction Analyst
Elevate Partners Dublin, Ireland Apply now Posted 5 days ago Hybrid Job Permanent Competitive Salary
Portfolio Construction Analyst
Elevate Partners Dublin, Ireland Apply now
Our client a leading Wealth Management firm are currently looking to hire a Portfolio Construction Analyst to join their private clients division.
Role Duties Include:
* Responsibility for the management of discretionary client portfolios in conjunction with agreed client mandate and Investment Committee guidance
* Significant client portfolio analysis with a strong focus on asset allocation, performance and risk drifts
* Acting as a point of contact between the team and Client Advisers on all investment issues
* Work closely with the Investment Strategy & Investment Selection teams to ensure that core portfolios deliver on their goals
* Comply with the Risk and Compliance frameworks, policies and procedures associated with the role
Requirements:
* Relevant 3rd level Degree or Masters in business/finance/accountancy or engineering
* APA Savings and Investments qualification or equivalent is desirable
* Willingness to obtain the Chartered Financial Analyst (CFA) designation
* Excellent information technology capability, including a high level of proficiency in Microsoft Office products (particularly Excel, Outlook, Word, PowerPoint)
* Knowledge of Bloomberg Analytics tools, such as PORT would be beneficial
* Demonstrable interest and understanding of investments and financial markets
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