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Financial Portfolio Specialist

3 weeks ago

Dublin, Dublin City, Ireland beBeeInvestment Full time €40,000 - €80,000
Investment Opportunities

Established in 1926, we are a leading provider of financial services to high-net-worth individuals and institutions.

We value diversity and foster an inclusive workplace. We encourage applications from candidates who do not meet all of the requirements outlined below.

Key Responsibilities
  • Develop and maintain marketing documentation for our direct equity offering.
  • Conduct in-depth research on companies within our global equity universe by monitoring market developments, analysing data, and interpreting trends.
  • Analyse and formulate investment ideas for inclusion in our direct equity offering.
  • Communicate portfolio updates, relevant news, information, and investment views with portfolio managers and clients.
  • Manage queries from portfolio managers and clients in a timely manner.
  • Collaborate with the Investment Team to develop investment views for our Private Client Department.
Requirements
  • A team player with the ability to use initiative.
  • A passion for investing.
  • A positive attitude, flexible outlook, and high level of initiative and enthusiasm.
  • A strong commitment to personal development.
  • Degree or masters level in a business-related discipline.
  • 1-3 years postgraduate experience in stockbroking, investment management, or accountancy.
  • Excellent analytical and quantitative skills.
  • Demonstrable interest and understanding of investments and financial markets.
  • Strong communication and presentation skills; verbal and written.
  • High level of accuracy with strong attention to detail.
  • Excellent IT capability, including proficiency in Microsoft Office products (Excel, Outlook, Word, PowerPoint).
  • Willingsness to complete QFA and CFA examinations.
What We Offer
  • Competitive salary.
  • Annual performance-related discretionary bonus.
  • Flexible benefits.
  • Employer pension contribution.
  • Insurance coverage.
  • Training support provided by our award-winning Learning & Development Team.
  • Sports and social programmes.
  • Flexible working options.
  • Employee assistance programme.
  • Enhanced leave options.
  • Community care initiatives.