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Investment Portfolio Strategist

2 weeks ago


Dublin, Dublin City, Ireland beBeeInvestment Full time €70,000 - €95,000

About the Role

Davy, a leading financial institution, is seeking a highly skilled investment professional to join its dynamic team.

The successful candidate will be responsible for:

  • Managing and maintaining high-quality portfolios that meet client objectives and risk tolerance.
  • Conducting thorough analysis of market trends, economic conditions, and other relevant factors to inform investment decisions.
  • Collaborating with senior team members to monitor and report on portfolio performance and risk.
  • Developing and implementing effective investment strategies to optimize returns and minimize risk.
  • Providing expert advice to clients on investment opportunities and portfolio management.
  • Staying up-to-date with industry developments and best practices to ensure continued expertise and professionalism.

Key Skills and Qualifications

To succeed in this role, you will need:

  • A strong background in finance, economics, or a related field.
  • Proven experience in investment analysis, portfolio management, and asset allocation.
  • Excellent analytical and problem-solving skills, with the ability to interpret complex data and communicate findings effectively.
  • A deep understanding of financial markets, instruments, and regulatory requirements.
  • Strong communication and interpersonal skills, with the ability to build trust and rapport with clients.
  • Ability to work independently and as part of a team, with a strong commitment to delivering high-quality results.

What We Offer

In addition to a competitive salary and bonus structure, we offer:

  • Ongoing training and professional development opportunities.
  • A dynamic and supportive work environment.
  • The chance to work with a talented and experienced team.
  • A comprehensive benefits package, including health insurance, pension scheme, and flexible working options.

How to Apply