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Portfolio manager analyst

Dublin
beBeeInvestment
Portfolio manager
Posted: 11 July
Offer description

Job Title

We are seeking a talented individual to join our Portfolio Management Team. This role can be based at either our Dublin or London office, working at least three days a week in the office.


About the Role

This is a hybrid role that has a requirement of working at least three days a week in the office. We are excited to offer an opportunity to join the Portfolio Management Team within our Investment Solutions business, focusing on our bespoke solutions for our largest institutional clients.


Key Responsibilities

* Collaborate with Portfolio Managers to design and implement a diverse range of client investment solutions for our largest clients.
* Support Portfolio Managers in managing investment solutions, including manager selection and portfolio construction.
* Participate in performance and due diligence meetings with incumbent investment managers.
* Maintain up-to-date knowledge of markets, benchmarks, and strategies.
* Assist in transitions to fund new client solutions and implement portfolio changes.
* Analyse performance measurement and risk management for client portfolios and underlying sub-investment managers.
* Coordinate with Client Relationship teams to ensure accurate and timely reporting of investment and portfolio data, as well as strategy and performance information for factsheets and client reports.
* Liaise closely with all members of our Investment teams and manager research teams to develop and deliver optimal solutions for clients.


Requirements

* Approximately 3 or more years of experience in an investment environment.
* Understanding of institutional investors' strategies.
* Exposure to the manager research process and transitions is desirable.
* Familiarity with investment guidelines and associated legal documentation.
* Strong relationship-building skills to foster collaboration and gain buy-in from key stakeholders.
* Excellent numerical, analytical, and spreadsheet skills.
* Strong written and verbal communication skills, with experience in investment writing preferred.
* Solid understanding of investments and related issues.
* Ability to work effectively within a small, dynamic team while managing individual tasks and projects.
* High attention to detail with an understanding of its relevance to the broader context.
* Strong analytical skills to review and assess information/situations, identify issues, and propose solutions.
* Degree qualified, with a strong undergraduate degree in Accounting, Actuarial Studies, Business, Economics, Engineering, Mathematics, Science, or a related discipline.


Benefits

* We help you be your best through professional development opportunities, interesting work and supportive leaders.
* We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have impact for colleagues, clients and communities.
* Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being.


Why Join Our Team

We are committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age, background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, Travel community, or any other characteristic protected by applicable law. We are an equal opportunities employer.

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