Overview
The Panel is working exclusively with a niche investment manager to source a Portfolio Analyst to join their small team in Dublin. The role requires someone with 2-4 years with attribution, investment performance and/or risk analysis experience with an interest in being mentored by a senior member of the team. The successful candidate will have the opportunity to work in a dynamic environment, collaborating with various teams across the firm to drive investment performance and risk analysis.
Role & responsibilities
Portfolio Analysis
* managing production of standard and bespoke attribution report
* understanding and explaining investment performance via attribution
* Producing and analysing style and fundamentals analysis on portfolios
* Producing portfolio analysis on peers to support commercial analysis
Investment
* Ad-hoc portfolio analysis for investment team
* Providing analysis tailored to style requirements
* Reporting and presentation of information including data visualisation output
* Ensuring accurate data management
Investment Risk
* Risk Analysis
* Risk Models (Barra, Port, FactSet)
* Support for Head of Investment Risk
Requirements
* Degree qualified with strong numeracy requirements, achieving at least a 2.1 classification.
* 2-4 years experience in performance analysis & attribution in investment management
* Ability to automate processes, structured communication skills, and effective stakeholder engagement.
* Self starter who can work on their own initiative
* Team player, engaging and keen to develop strong working relationship with the local and international teams
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