Strategic Equity Advisory Director

3 days ago


Dublin, Dublin City, Ireland Cpl Healthcare Full time

About the Role

An exciting opportunity has opened up in our Private Clients department for a Director level Equity Advisory Specialist. In this role, you will have responsibility for delivering financial analysis, valuation and risk assessment of Irish equities to our private client audience.

Responsibilities

  • Deliver high-quality financial analysis, valuation and risk assessment of Irish equities.
  • Liaise with the Head of Equities and Head of Global Fundamental Equities fund on their equity lists and fund holdings.
  • Conduct equity research and analysis as needed to address specific stock queries.
  • Liaise with the Investment Strategy team on macro and market views.
  • Work with the Strategy and Selection teams to develop thematic equity ideas.

Key Responsibilities - Advisory

  • Work with the head of investment advisory to promote and develop our broad satellite proposition including thematic funds, investment trusts, tactical calls and real asset funds.

Key Responsibilities - Client Engagement

  • Act as the point person for private client advisers on Irish equities and thematic equities.
  • Provide resources and support for UHNW clients on customised equity portfolios and specific equity requests.
  • Support direct lists and Global Fundamental Equities fund.
  • Work with private client advisers on engagement strategies for clients with Irish equity holdings.
  • Participate in new business development initiatives and prospect meetings.
  • Contribute to the firm's thought leadership through insight papers, presentations and speaking engagements.

About You

We are looking for somebody who has the following background and skills:

  • 10+ years of equity research or equity fund management experience.
  • Advanced degree in finance, economics or related field. CFA charterholder preferable.
  • Comprehensive understanding of fundamental equity analysis, portfolio construction and risk analysis.
  • Superior analytical and quantitative skills. Flexible working style adaptable to working across investment and client teams.
  • Excellent communication and presentation abilities.
  • Proven track record of building and maintaining client relationships.


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