Senior Portfolio Manager

1 week ago

Dublin, Dublin City, Ireland beBeeInvestment Full time €60,000 - €80,000
Investment Associate Role

About Us

We are seeking a highly skilled Investment Associate to join our team on a fixed term contract.

The successful candidate will focus on institutional and charity clients, working closely with senior professionals to create and execute relationship plans.

  • Direct engagement with clients on all aspects of portfolio management;
  • Preparation of investment presentations and documentation for client review meetings;
  • Collaboration on tender responses and requests for proposals (RFPs);
  • Execution of an engagement plan to ensure clients receive proactive contact and investment recommendations;
  • Managing MI relating to client relationships;
  • Ensuring compliance with regulatory requirements and internal policies;
  • Networking with peers at industry events.

Key Responsibilities Include:

Portfolio Management: Direct engagement with clients on all aspects of portfolio management.

Client Engagement: Preparation of investment presentations and documentation for client review meetings.

Tender Responses: Collaboration on tender responses and requests for proposals (RFPs).

Relationship Planning: Execution of an engagement plan to ensure clients receive proactive contact and investment recommendations.

MI Management: Managing MI relating to client relationships.

Compliance: Ensuring compliance with regulatory requirements and internal policies.

Industry Events: Networking with peers at industry events.

Benefits:

We offer a range of benefits to support your growth, including training, flexible working options, and employee assistance programs.

Our Culture:

We value diversity and inclusion in the workplace. We strive to create an environment where everyone feels welcome and valued.

Professional Development:

As part of our team, you will be encouraged to learn and grow both professionally and personally.

Join Our Team:

Apply now to become a part of our dynamic team

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