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Financial Markets Analyst

1 week ago

Dublin, Dublin City, Ireland Elevate Partners Full time
Financial Markets Analyst

Elevate Partners Ireland, Hybrid Job Type: Permanent Contract

We are seeking a highly motivated Financial Markets Analyst to join our team at Elevate Partners.

The role involves managing discretionary client portfolios, ensuring alignment with client mandates and Investment Committee guidance. Key responsibilities include:

Main Responsibilities:

  • Client portfolio management, focusing on asset allocation, performance, and risk management.
  • Analysis of investment opportunities to inform portfolio construction decisions.
  • Key liaison between the team and Client Advisers on investment matters.
  • Collaboration with the Investment Strategy & Investment Selection teams to ensure core portfolios achieve their objectives.
  • 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.
  • Strong proficiency in Microsoft Office products, particularly Excel, Outlook, Word, and PowerPoint.
  • Bloomberg Analytics tools knowledge, such as PORT, is beneficial.
  • Interest and understanding of investments and financial markets.