Investment Portfolio Strategist
2 days ago
Elevate Partners Ireland, Hybrid Contract: Permanent
We are seeking a highly skilled Investment Portfolio Strategist to join our team at Elevate Partners.
The successful candidate will be responsible for the management of discretionary client portfolios, in conjunction with agreed client mandate and Investment Committee guidance. This includes significant client portfolio analysis, focusing on asset allocation, performance, and risk drifts.
Main Responsibilities:
- Manage client portfolios in line with client objectives and risk tolerance.
- Analyze investment opportunities and make informed decisions regarding portfolio construction.
- Act as a key point of contact between the team and Client Advisers on all investment matters.
- Collaborate with the Investment Strategy & Investment Selection teams to ensure core portfolios meet their goals.
- Maintain adherence to the firm's Risk and Compliance frameworks, policies, and procedures.
Requirements:
- Relevant degree in business, finance, accountancy, or engineering.
- APA Savings and Investments qualification or equivalent is desirable.
- Commitment to obtaining the Chartered Financial Analyst (CFA) designation.
- Proficiency in Microsoft Office products, particularly Excel, Outlook, Word, and PowerPoint.
- Bloomberg Analytics tools knowledge, such as PORT, is beneficial.
- Demonstrable interest and understanding of investments and financial markets.
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