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Elevate Partners

Investment Analyst

Elevate Partners
Ireland · Full-time · Mid-Senior

We are currently working with a leading Wealth Management firm who are looking to hire an Investment Analyst to join their Global Investment Selection team. The successful candidate will be responsible for the sourcing and reviewing of all existing and potential investments in their assigned investment stream.


Responsibilities:


  • Source potential new investments for inclusion in client portfolios in their assigned investment stream. This will include presenting recommendations to the Investment Committee in order to implement the strategic and tactical aims of the investment function
  • Evaluate existing investments to ensure optimal allocation
  • Manage new product launches including the development of an effective structure and marketing plan
  • Create and maintain relationships with internal stakeholders across a number of departments including delivery of information to portfolio managers and clients


Requirements:


  • 2-5 years investment experience
  • High degree of technical expertise
  • Experience of the MS Office suite combined with a strong knowledge of Bloomberg
  • The completion of the QFA and CFA examinations is a requirement for this position


On offer is a competitive salary and benefits package with the opportunity to join a well established brand.

Please apply through the link provided or get in touch with Aoife Stokes at [email protected] to schedule a confidential phone call.

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Posted
Dec 24, 2024
Type
Full-time
Level
Mid-Senior
Location
Dublin

Industries

Financial Services

Categories

Finance

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