Investment Portfolio Strategist

4 days ago


Dublin, Dublin City, Ireland beBeeInvestment Full time €60,000 - €90,000
Job Description

The role of Investment Specialist within a financial group can be articulated around two main areas of activities: Production, Articulation & Client Interaction.

Main Responsibilities
  • Deliver high-quality information and material about products and portfolios under your responsibility.
  • Prepare, enrich, and keep the material up to date.
  • Produce and update portfolio reporting (presentation material, performance commentaries) in conjunction with the team.
  • Assist clients and prospects with on-going updates about market views, investment strategy, positioning, and performance.
  • Contribute to the creation of investment communications content to support marketing and distribution of the company's products and services.
Key Expectations
  • Develop the marketing identity and assist sales with ad-hoc requests for information about strategies.
  • Support product development initiatives and contribute to the creation of investment communications content.
  • Ensure adherence to existing procedures and regulations at all times.
What We Offer

A dynamic work environment that fosters collaboration and innovation.

Skills and Qualifications
  • Excellent communication and interpersonal skills.
  • Strong analytical and problem-solving abilities.
  • Ability to work in a fast-paced environment and meet deadlines.
Other Benefits
  • Opportunities for professional growth and development.
  • A competitive compensation package.


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