Senior Investment Analyst

Join to apply for the Senior Investment Analyst role at Unio Wealth Management

Join to apply for the Senior Investment Analyst role at Unio Wealth Management

We are Unio, an established Wealth Management business backed by Great-West Lifeco, via its Irish subsidiary Irish Life Group.

Unio specialises in private wealth management and employee benefit consultancy and has over 30 years' experience advising companies and personal investors.

With offices in Dublin, Galway, Cork and Limerick, Unio has €14 billion in assets under administration and advice. We advise more than 10,000 private clients in relation to wealth management.

Unio's values are an important determinant of our future success and permeate all facets of our business including recruitment. They are:

· Uncompromising Client Commitment

Role:

We are seeking a Senior Investment Analyst with a strong foundation in macroeconomic research and a proven track record in fund and manager selection. This role is ideal for a candidate who can integrate macroeconomic insights into fund research and portfolio strategy, and who excels at producing high-quality, insightful reports that guide investment decisions and client communications.

As a member of the Investment Team, your primary responsibility will be fund research and macroeconomic analysis, producing actionable insights that shape portfolio construction, asset allocation, and manager selection. You will play a key role in aligning investment strategies with global macroeconomic trends and delivering clear, impactful reports to internal and external stakeholders

Key Responsibilities:

• Participate in the evaluation and selection of investment funds and managers across asset classes.
• Ensure alignment of fund strategies with macroeconomic views and portfolio objectives.
• Conduct qualitative and quantitative due diligence, including performance, risk, and style analysis.
• Produce detailed fund research reports and recommendations for our investment committee.

Macroeconomic Research & Strategy

• Develop and maintain macroeconomic views, thematic research, and scenario analyses.
• Translate economic trends into investment implications across asset classes.
• Produce regular macroeconomic outlooks and contribute to strategic asset allocation decisions.

Reporting & Communication

• Create high-quality written reports and presentations on macroeconomic trends and fund research.
• Communicate complex economic and investment concepts clearly to clients, committees, and internal teams.
• Support client engagement and business development through thought leadership and tailored insights.
• Contribute to portfolio construction and rebalancing decisions, integrating macro and fund-level insights.
• Analyze portfolio performance attribution with a focus on macro and manager contributions.
• Participate in portfolio restructures, incorporating macroeconomic and fund-specific considerations.

Governance & Collaboration

• Ensure all investment recommendations meet internal governance and regulatory standards.
• Collaborate with internal teams including asset allocation, risk, and client advisory functions.
• Represent the CIO Office in investment committees and client meetings as a senior economic and fund research voice.

Skills and Qualifications:

· Degree or Master's in Economics, Financial Economics, Finance, or a related discipline.

· Strong academic and practical grounding in macroeconomic theory and policy analysis.

· CFA, CAIA, or progress toward a professional designation is advantageous.

· Minimum 5+ years in a senior investment analyst, economist, or fund research role.

· Demonstrated expertise in:

o Fund and manager research across asset classes

o Macroeconomic forecasting and scenario analysis

o Investment report writing and presentation

o Strategic asset allocation and portfolio construction

o Performance attribution and risk analysis

· Proficiency in Microsoft Office (especially Excel); experience with platforms such as Bloomberg, Morningstar, eVestment, or FactSet is highly desirable.

Personal Qualities:

• Strong communicator and writer with the ability to produce impactful, data-driven reports.
• Strategic thinker with a global economic perspective and a passion for investment research.
• Collaborative and influential, with a high level of integrity and intellectual curiosity.
• Proactive and adaptable, with the ability to navigate complex investment environments and evolving client needs.

Application Process:

If you think you are a good fit for this role, then we invite you to apply.

The Company reserves the right to draw up a shortlist as part of the selection process. This role will be advertised across the Irish Life/Canada Life Group and to the external market. Please note that we will not consider CVs from external recruiters at this time. The selection process employed will be at the discretion of the Company.

Unio Financial Services is an equal opportunities employer.

Seniority level

• Seniority levelMid-Senior level

Employment type

• Employment typeFull-time

Job function

• Job functionFinance

Referrals increase your chances of interviewing at Unio Wealth Management by 2x

Sign in to set job alerts for "Investment Analyst" roles.

Dublin, County Dublin, Ireland 5 days ago

Dublin, County Dublin, Ireland 1 week ago

Dublin, County Dublin, Ireland 2 weeks ago

Director, Private Investment Banking (Relocation to Bermuda)

Dublin, County Dublin, Ireland 2 weeks ago

Investment Business Analyst - 18 Month FTC

Dublin, County Dublin, Ireland 1 week ago

Dublin, County Dublin, Ireland 1 week ago

Investment Banking Manager/Associate Director

Dublin, County Dublin, Ireland 2 weeks ago

Dublin, County Dublin, Ireland 2 weeks ago

Treasury Manager - Investment Management

Dublin, County Dublin, Ireland 2 weeks ago

Investment Business Analyst - 18 Month FTC

Dublin, County Dublin, Ireland 2 weeks ago

Investment Management - Investment Oversight Support - Vice President

Dublin, County Dublin, Ireland 3 months ago

Dublin, County Dublin, Ireland 4 weeks ago

Performance Attribution Analyst - Investment Manager

Dublin, County Dublin, Ireland 1 week ago

Dublin, County Dublin, Ireland 1 week ago

Dublin, County Dublin, Ireland 2 months ago

Dublin, County Dublin, Ireland 1 week ago

Head of Europe, Client Coverage Group - State Street Investment Management, EVP

Dublin, County Dublin, Ireland 2 weeks ago

Dublin, County Dublin, Ireland 1 month ago

Dublin, County Dublin, Ireland €65,000.00-€75,000.00 2 weeks ago

Dublin, County Dublin, Ireland 5 days ago

Engagement Manager, Aircraft Investment Advisory

Dublin, County Dublin, Ireland 2 months ago

Dublin, County Dublin, Ireland 3 weeks ago

Dublin, County Dublin, Ireland 1 week ago

Dublin, County Dublin, Ireland 1 week ago

Dublin, County Dublin, Ireland 1 month ago

Dublin, County Dublin, Ireland €100,000.00-€110,000.00 2 weeks ago

Manager - Tax (Commercial Property Deals & Investments)

Dublin, County Dublin, Ireland 2 weeks ago

Dublin, County Dublin, Ireland 2 weeks ago

Dublin, County Dublin, Ireland 5 days ago

Equity Research Analyst - Up to 120k Euros + Bonus

Dublin, County Dublin, Ireland 1 week ago

Dublin, County Dublin, Ireland 1 week ago

Dublin, County Dublin, Ireland 5 days ago

Dublin, County Dublin, Ireland 1 week ago

Dublin, County Dublin, Ireland 3 weeks ago

We're unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.

#J-18808-Ljbffr

---