Investment & Portfolio Analyst

  • Excellent base + bonus + incentives
  • Dublin, Leinster, Ireland
  • Permanent, Full time
  • Paragon Executive
  • 15 Feb 19

Our Client, A Boutique Wealth Manager is looking to hire a talented Investment & Portfolio Analyst to join their Private Clients team. This is a unique opportunity to add significant value to a growing business with visibility right across the company.

Responsibilities:

  • Construction of client portfolios across all asset classes – equities, fixed income, funds, cash.
  • Maintaining watch lists of equities in various geographies/sectors.
  • Providing ranking for 3 party funds using various metrics.  
  • Monitoring of portfolio compliance and portfolio drift and production of recommendations to address.
  • Model and backtest firm portfolios based on various risk and performance categories.
  • Reviewing 3 Party research and assisting in the construction of daily commentary.
  • Providing support and backup to trading desk (receiving and transmitting orders).
  • Dealing directly with intermediaries and clients with regards to asset allocation and investment advice.

Skills/ Experience

  • Ability to work as part of a small, energetic start-up team.
  • Personality suitable for working directly with retail intermediaries and retail clients.
  • Numeracy and attention to detail, and strong analytical and communication skills (both oral & written).
  • Previous experience working in a financial services team that had dealing, research or investment analyst function.
  • Experience or knowledge of Funds selection is a major benefit.
  • Previous experience of working with systems such as Bloomberg, Morningstar or Factset etc.
  • Preferably Post Graduate degree or industry qualifications (QFA, CFA candidate etc.)

For a Private & Confidential Discussion please contact Sean Sweeney on 01- 8746770 or ssweeney@paragonexecutive.com