Current jobs related to Financial Portfolio Specialist - Dublin, Dublin City - beBeeInvestment
-
Financial Portfolio Manager
7 days ago
Dublin, Dublin City, Ireland beBeeInvestment Full time €80,000 - €120,000Our Investment Services Specialist role in Dublin offers the opportunity to establish lasting relationships with high-net-worth clients across The Netherlands.The Opportunity:This position involves managing client relationships, understanding their needs, and educating them on portfolio changes.Your Key Responsibilities:Build long-standing connections with...
-
Financial Portfolio Manager
2 weeks ago
Dublin, Dublin City, Ireland beBeeAccounting Full time €42,312 - €75,223Job OpportunityWe are seeking an experienced Accounts Payable Specialist to join our busy finance team.The RoleYou will work closely with internal stakeholders, including property managers, procurement teams, and finance colleagues, as well as external suppliers. Your key responsibilities will include managing your own payables portfolio, ensuring compliance...
-
Portfolio Manager
2 weeks ago
Dublin, Dublin City, Ireland beBeeInvestment Full time €84,000 - €117,000Portfolio Management SpecialistWe are seeking an experienced Portfolio Management Specialist to join our team in Dublin. As a key member of the Portfolio & Fund Management (PFM) Team, you will support the management of our assets, financing facilities, and funds.The successful candidate will have a strong background in financial modelling and analysis, with...
-
Financial Portfolio Manager
1 week ago
Dublin, Dublin City, Ireland beBeeInvestment Full time €90,000 - €120,000Financial Portfolio ManagerThis is a unique opportunity to join our team as a Financial Portfolio Manager, where you will be responsible for managing relationships with high-net-worth clients in Italy. As a key member of our team, you will provide exceptional client service, educate clients on financial markets and investments, and build long-lasting...
-
Strategic Portfolio Financial Specialist
2 weeks ago
Dublin, Dublin City, Ireland beBeeAccountant Full time €45,000 - €55,000About This RolePzena Investment Management is a global investment adviser and broker-dealer managing substantial equity assets. We provide comprehensive investment management services for clients worldwide.We are a growing organization seeking partners at every level. At Pzena, we invest in your career with a strong track record of internal mobility.Main...
-
Senior Portfolio Financial Specialist
2 weeks ago
Dublin, Dublin City, Ireland beBeeFundAccountant Full time €60,000 - €80,000Complex Investment Fund Accounting RoleWe are seeking a highly skilled and experienced Senior Fund Accountant to support our clients in the dynamic alternative investment industry. Our team delivers comprehensive services and technology to global investment managers, private debt, hedge funds, fund of funds, private equity funds, pension funds, and family...
-
Portfolio Specialist
2 weeks ago
Dublin, Dublin City, Ireland KONE Full timeJoin to apply for the Portfolio Specialist role at KONE2 days ago Be among the first 25 applicantsJoin to apply for the Portfolio Specialist role at KONEPurposeThe Portfolio Specialist role exists in KONE branch/region or central offices. The purpose of the role is to take care of core 1 and core 2 maintenance customers by upselling KONE Maintenance...
-
Strategic Portfolio Manager
1 week ago
Dublin, Dublin City, Ireland beBeeInvestment Full time €50,000 - €70,000Job Title:Investment SpecialistRole Overview:The Investment Specialist plays a crucial role in asset management, focusing on two main areas: portfolio development and client engagement.Portfolio activities involve delivering high-quality information and material around products and portfolios. This includes preparing, enriching, and updating content, as well...
-
Financial Portfolio Manager
6 days ago
Dublin, Dublin City, Ireland beBeeFinance Full time €60,000 - €100,000Job OverviewWe are seeking a highly skilled professional to oversee the financial aspects of our significant portfolio of assets.Responsibilities:Support budgeting and forecasting activities to ensure accurate financial reporting.Prepare financial models and reports for investors and debt providers.Assist with due diligence around financing and...
-
Portfolio Specialist
3 weeks ago
Dublin, Dublin City, Ireland Kone México Full timeThe Portfolio Specialist role is based in a KONE branch, region, or central office.The role involves managing core 1 and core 2 maintenance customers by upselling KONE Maintenance Solutions and leading contract renegotiations to meet customer needs proactively.The Portfolio Specialist also supports maintenance and operational teams by creating tender...
Financial Portfolio Specialist
3 weeks ago
We are seeking a motivated individual with finance experience to join our team as a Financial Portfolio Specialist. This role is focused on managing relationships with high-net-worth clients in Ireland.
The OpportunityThis position involves building long-standing relationships with clients, ensuring they receive exceptional service and support throughout their investment journey.
Key Responsibilities- Build strong relationships with clients, understanding their needs and goals.
- Manage client portfolios, providing expert advice and guidance.
- Collaborate with internal teams to deliver personalized investment solutions.
- Stay up-to-date with market trends and developments, communicating changes to clients.
- 2+ years of experience in private banking or wealth management.
- QFA or working towards QFA preferred.
- Strong knowledge of financial markets, concepts, and current events.
- Able to communicate complex ideas effectively.
We put our clients first, providing unmatched service and taking a personalized approach to investing. Our transparent fee structure and recognized European custodians ensure clients feel confident in their investment decisions.
About UsWe are a global investment firm committed to helping clients achieve their financial goals. Our experienced team provides expert guidance and support to help clients navigate the complexities of the financial world.
