Description
Title: Portfolio Administrative Assistant
Location: Dublin, Ireland
Reporting to: Head of Sustainable Investments
Department: Sustainable Investment Solutions Team
Contract 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.
Responsibilities
Responsibilities
* General 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.