Manager - Banking & Financial Services at Morgan McKinley
A leading life assurance & investment management provider who are looking to appoint a Senior Investment Consultant to join their high-performing Investment Solutions team.
This is a great opportunity to work closely with an award-winning investment management team, advising top-tier Defined Contribution pension schemes and supporting new business development initiatives.
Key Highlights
* Strategic investment consulting across corporate DC clients
* Exposure to €40bn+ in managed assets
* Strong collaboration with internal investment, distribution & CRM teams
* Hybrid model (2–3 days in office) Location: South Dublin
* Open to full-time or part-time flexibility
Responsibilities
* Produce and enhance high-quality investment material, including bespoke and standard periodic reports.
* Support the Customer Relationship Management and Distribution teams across a range of activities, including RFPs, investment events, thought leadership, and distributor meetings.
* Build and maintain relationships with a core group of corporate DC employers, trustees, and consultants.
* Conduct market research and monitor trends across both the Irish and international DC investment markets.
* Communicate the firm’s views on asset allocation and macroeconomic developments in a timely and engaging manner.
* Ensure all relevant regulatory, governance, and compliance obligations are adhered to.
Requirements
* 5+ years’ experience in investment consulting or a related role
* Proven experience in the Irish market
* Strong relationship management & presentation skills
* CFA / AIIPM / CFP (or similar) preferred
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