Job Description
Cantor Fitzgerald Ireland is a leading global financial services firm with offices and trading desks in major financial service centres worldwide. We specialise in equities, investment banking, real estate, fixed income, and currencies.
About the Role
This Portfolio Administrative Assistant role offers an exciting opportunity to work with our team in Dublin, servicing high-net-worth private clients, corporates, investment intermediaries, and professional services firms. We are keen supporters of career progression within our organisation.
Main Responsibilities
* General call handling for the Portfolio Management team of 6 from clients, advisors, and professional services firms we deal with.
* Review of all team post including processing of share certificates and cheques/drafts that arrive.
* Setup of new client accounts and liaison with our Onboarding team.
* Sending out valuations/statements when requested from clients.
* Monthly and Quarterly discretionary portfolio reporting requirements.
* Liaison with our Payments & Client Services teams upon request.
* Review of certain investment publications ensuring relevant information and links are up-to-date periodically.
* Involvement in all marketing initiatives (events, document/invite issuance etc.) within our Intermediary business across the team.
* Assembling client meeting packs, marketing information, and liaison with our marketing team upon request.
* Green effects fund reporting on a monthly and quarterly basis.
* Expenses reporting for the team of portfolio managers on a monthly basis.
Requirements
* Entry-level experience (1-2 years) within the Financial Services Sector.
* Minimum competitive education requirements include passing of the APA Stockbroking Exam and the Institute of Bankers QFA Exam within the first 12 months. QFA must be completed within the first 18 months.
* Proficiency in Microsoft Outlook (Excel and PowerPoint a priority).
* Strong interpersonal skills.
* Ability to work under pressure.
* Ability to work as part of a team.