Jobs
My ads
My job alerts
Sign in
Find a job Employers
Find

Portfolio administrative assistant

Dublin
Cantor Fitzgerald
Administrative assistant
Posted: 12 December
Offer description

DescriptionTitle: Portfolio Administrative AssistantLocation: Dublin, IrelandReporting to: Head of Sustainable InvestmentsDepartment: Sustainable Investment Solutions TeamContract Type: Full time & Permanent Requirements:Entry level experience (2 years') within the Financial Services Sector. Minimum competitive education requirements for this role includes signing up to the Institute of Bankers QFA Exam within the first 12 months.Excellent analytical skills.High level of proficiency in Microsoft Excel a priority, with other Office tools also a necessity.Strong interpersonal skills.Ability to work under pressure. Ability to work as part of a team.Detail-oriented with the ability to manage multiple tasks and meet deadlines.ResponsibilitiesResponsibilitiesGeneral query handling from clients, with high accuracy and fast response times.Participate in team discussions on investment performance and risk, and assessment of changes to the investment portfolios.Compile and organize data for client quarterly reporting, investment analysis, performance reporting, and client presentations.Assist in researching and analysing financial markets, economic trends, and investment opportunities.Analyse clients' existing investment portfolios, assessing performance, risk exposure, and diversification. Set up of new client accounts and liaising with our Onboarding team. Sending out valuations/statements when requested from clients.Monthly and Quarterly discretionary portfolio reporting requirements. Liaising 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) for our clients. Assembling client meeting packs, marketing information and liaising with our marketing team upon request.

Apply
Create an E-mail Alert
Job alert activated
Saved
Save
Similar job
Administrative assistant to head of valuations and company directors
Dublin
Adam's Auctioneers
Administrative assistant
Similar job
Administrative assistant
Dublin
Cantor Fitzgerald
Administrative assistant
Similar job
Administrative assistant
Dublin
FutureGrid Technologies Ltd.
Administrative assistant
Similar jobs
Administration jobs in Dublin
jobs Dublin
jobs County Dublin
jobs Leinster
Home > Jobs > Administration jobs > Administrative assistant jobs > Administrative assistant jobs in Dublin > Portfolio Administrative Assistant

About Jobijoba

  • Company Reviews

Search for jobs

  • Jobs by Job Title
  • Jobs by Industry
  • Jobs by Company
  • Jobs by Location

Contact / Partnership

  • Contact
  • Publish your job offers on Jobijoba

Legal notice - Terms of Service - Privacy Policy - Manage my cookies - Accessibility: Not compliant

© 2025 Jobijoba - All Rights Reserved

Apply
Create an E-mail Alert
Job alert activated
Saved
Save