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Portfolio Construction Analyst

Elevate Partners Dublin, Ireland
Posted 23 hours ago Hybrid Job Permanent Competitive Salary
A
Posted by
Aoife Stokes
Recruiter
Our client a leading Wealth Management firm are currently looking to hire a Portfolio Construction Analyst to join their private clients division.

Role Duties Include:

  • Responsibility for the management of discretionary client portfolios in conjunction with agreed client mandate and Investment Committee guidance
  • Significant client portfolio analysis with a strong focus on asset allocation, performance and risk drifts
  • Acting as a point of contact between the team and Client Advisers on all investment issues
  • Work closely with the Investment Strategy & Investment Selection teams to ensure that core portfolios deliver on their goals
  • Comply with the Risk and Compliance frameworks, policies and procedures associated with the role

 

Requirements: 

  • Relevant 3rd level Degree or Masters in business/finance/accountancy or engineering
  • APA Savings and Investments qualification or equivalent is desirable
  • Willingness to obtain the Chartered Financial Analyst (CFA) designation
  • Excellent information technology capability, including a high level of proficiency in Microsoft Office products (particularly Excel, Outlook, Word, PowerPoint)
  • Knowledge of Bloomberg Analytics tools, such as PORT would be beneficial
  • Demonstrable interest and understanding of investments and financial markets
Job ID  ZR_927_JOB
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