Investment Assistant

6 days ago


Dublin, Dublin City, Ireland Bruin Full time

Our client is a leading Corporate and Investment bank. Due to continued growth in their Dublin office, they are now seeking an Investment Assistant to join their Investment Management team in Dublin on a 9 Month FTC.

Working directly alongside Investment Managers in production of suitability reports and assisting in preparation of review and client meetings. The Investment Assistant will take responsibility for the following:

  • Assist Portfolio Managers and Investment Managers in preparing portfolio proposals, conducting reviews, and managing client administration.
  • Carry out trades as directed by a Certified Portfolio Manager or Investment Manager.
  • Support the preparation of documentation for client reviews and new client meetings.
  • Gather and validate information to ensure accuracy and reliability of team outputs.
  • Expand knowledge of Investment Management, the Financial Services sector, and the broader business landscape.
  • Contribute to business development by ensuring proper application of client processes and procedures.
  • Provide assistance to team members as needed and collaborate effectively with colleagues.

The Investment Assistant will meet the following criteria:

  • Previous administration experience, ideally in financial services.
  • Working towards, or enthusiasm to work towards, the CISI Level 4 diploma.
  • Attention to detail and maintaining accuracy.
  • Willingness to develop within the investment management and administration sector.

This is an excellent opportunity for a Junior Financial Services professional looking for a new role in a Global leader in Corporate and Banking.

If you believe your experience meets the criteria, please apply with your CV.

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