Portfolio Construction Analyst
Elevate Partners Dublin, Ireland
Posted: 3 days ago | Job Type: Hybrid | Contract: Permanent | Salary: Competitive
Our client, a leading Wealth Management firm, is 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.
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