About the role
An exciting opportunity has opened up in the Private Clients department for a Director level Equity Advisory Specialist.
In this role, you will be responsible for:
Equities
- Delivering financial analysis, valuation, and risk assessment of Irish equities to private clients.
- Liaising with the Head of Equities and the Head of Global Fundamental Equities fund on their equity lists and fund holdings.
- Conducting own equity research and analysis where necessary to address specific stock queries.
- Collaborating with the Investment Strategy team on macro and market views.
- Working with the Strategy and Selection teams to develop thematic equity ideas.
Advisory
- Promoting and developing the satellite proposition, including thematic funds, investment trusts, tactical calls, and real asset funds, in collaboration with the Head of Investment Advisory.
Client Engagement
- Serving as the primary point of contact for private client advisers on Irish equities and thematic equities.
- Providing resources for UHNW clients on customized equity portfolios and specific equity requests.
- Supporting direct lists and the Global Fundamental Equities fund.
- Collaborating with private client advisers on engagement strategies for clients with Irish equity holdings.
- Participating in new business development initiatives and prospect meetings.
- Contributing to the firm's thought leadership through insight papers, presentations, and speaking engagements.
About You
We are seeking an individual with the following background and skills:
Requirements
- At least 10 years of experience in equity research or equity fund management.
- An advanced degree in finance, economics, or a related field, with a CFA charterholder preferred.
- A comprehensive understanding of fundamental equity analysis, portfolio construction, and risk analysis.
- Superior analytical and quantitative skills, along with flexibility in working across investment and client teams.
- Excellent communication and presentation abilities.
- A proven track record of building and maintaining client relationships.