Portfolio Strategist

2 weeks ago

Dublin, Dublin City, Ireland beBeeInvestment Full time €55,000 - €75,000

Investment Opportunities

About the Role

We are seeking a highly motivated and experienced Investment Associate to join our Private Clients department on a fixed term contract.

  1. Focus on developing and executing relationship plans for institutional and charity clients.
  2. Collaborate with senior team members to create tailored investment strategies for each client.
  3. Prepare comprehensive investment presentations and documentation for client review meetings.
  4. Assist in tender responses and requests for proposals (RFPs).

The successful candidate will possess excellent communication and presentation skills, as well as a strong understanding of investments and portfolio management.

To be considered for this role, you must have:

  • A degree or Masters in Business related area.
  • At least 2-3 years industry experience.
  • APA Savings & Investments and/or APA Pensions qualification with a willingness to complete QFA qualification.
  • Proficiency in Microsoft Office applications, particularly Excel, Word and PowerPoint.
  • CRM skills.
About You

This is an excellent opportunity for a dedicated and results-driven individual to join our team and contribute to the success of our clients.

Benefits

We offer a range of benefits and experiences to support your professional and personal growth.

  • Competitive salary.
  • Annual performance-related discretionary bonus.
  • Annual flexible benefits.
  • Employer pension contribution.
  • Multiple insurance coverage.
Other Information

Davy Group is committed to fostering an inclusive and diverse workplace. We value diversity in both background and experience.

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