
Senior Investment Specialist
1 week ago
We are seeking a skilled professional to support our team in providing regulated and suitable advice to clients. The successful candidate will work closely with colleagues to evaluate client goals, risk profiles, and current investment strategies.
- Prepare written proposals by collecting client information and conducting analysis based on existing assets.
- Complete tax wrapper analyses for bond surrenders, collect necessary information from pension and investment bond providers, and prepare transfer/surrender paperwork.
- Collaborate with internal groups to ensure smooth case transitions.
- Contribute to ad hoc group projects to increase efficiency.
- Utilize MS Access, Word, Excel (perform complex functions), and Adobe to customize proposals and produce detailed reports.
To excel in this role, the candidate should possess a University degree or equivalent combination of education/experience. Fluency in Spanish is essential, as well as experience with financial planning and investment principles or industry exams.
The ideal candidate will be able to produce high-quality work within a target timeline and thrive in a collaborative environment to support high-volume output.
Focused on delivering exceptional service, our organization prioritizes clients' needs, offering a personalized approach to investing.
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Investment Risk Analyst
1 week ago
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Senior Investment Management Specialist
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Senior Investment Specialist
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Investment Risk Specialist
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Investment Risk Specialist
2 weeks ago
Dublin, Dublin City, Ireland ORANGE MALONE LTD Full timeOverviewOrange Malone is working exclusively with a growing life insurer in Dublin that is looking for an Investment Risk Specialist. The position reports to the CRO who is based in Bermuda but will sit with 12 others in the team as part of the much larger office in Dublin.The focus is on financial risk, particularly asset-side risks such as ALM, investment...
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Investment Specialist
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Investment Controller
3 weeks ago
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Investment Operations Specialist
2 weeks ago
Dublin, Dublin City, Ireland beBeeInvestment Full time €60,000 - €80,000Investment Operations SpecialistWe are seeking a skilled Investment Operations Specialist to join our team. As an Investment Operations Specialist, you will be responsible for overseeing all operational and staffing aspects of the investment operations team.Key Responsibilities:Supervise and coordinate activities related to bank debt transactions, including...
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Senior Investment Funds Specialist
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Senior Investment Specialist
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Dublin, Dublin City, Ireland beBeeInvestment Full time €50,000 - €55,000Business Finance ProfessionalSupporting acquisitions, underwriting new investment opportunities, and providing detailed analytics to stakeholders requires a strategic approach.Key ResponsibilitiesEvaluate and execute investment opportunities, developing well-researched recommendations.Perform in-depth market research to assess industry trends, investment...