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Portfolio Management Professional

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Dublin, Dublin City, Ireland Fisher Investments Full time

Fisher Investments Luxembourg – Dublin Branch is a European subsidiary of Fisher Investments, a privately-held investment management firm that provides professional discretionary portfolio management services for high net worth private clients and some of the world's preeminent institutions. Our organisation has grown significantly over the past decade and we are looking for motivated candidates with finance backgrounds to join our team as Investment Counsellors.

Key Responsibilities

The successful candidate will have responsibility for:

  • Building long standing relationships with our clients, ensuring they always receive exceptional service
  • Managing a book of high-net-worth relationships with approximately €100-150 million in assets
  • Being the conduit between our clients, our Investment Policy Committee, our research and trading departments, and several service teams
  • Proactively updating clients on portfolio changes, financial markets, our current market strategy and investment philosophy
  • Gaining advanced finance and capital markets education through our training program

You'll be part of a collaborative working environment that practices ongoing training, educational support and employee appreciation events. We also offer a range of benefits, including:

  • 100% paid premiums for our top-tier supplemental healthcare and dental plans for employees and their qualified dependents
  • 28 days annual leave, with the ability to purchase up to 3 additional days per year, plus up to 11 paid holidays
  • Enhanced maternity pay package with 26 weeks' top up to full base pay for eligible employees
  • $10,000* fertility, hormonal health and family-forming benefit
  • A retirement pension plan, featuring a 9% company pension contribution of your base pay and an additional company match of up to 5% of base pay
  • Monthly gym subsidy of up to €50 per month
  • Employee Assistance Program and other emotional wellbeing services
  • This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change.