Portfolio Construction Analyst

4 hours ago

Dublin, Dublin City, Ireland Elevate Partners Full time
Posted byRecruiterOur client a leading Wealth Management firm are currently looking to hire a Portfolio Construction Analyst to join their private clients division.

Role Duties Include:

Responsibility for the management of discretionary client portfolios in conjunction with agreed client mandate and Investmentmittee guidance Significant client portfolio analysis with a strong focus on asset allocation, performance and risk drifts Acting as a point of contact between the team and Client Advisers on all investment issues Work closely with the Investment Strategy & Investment Selection teams to ensure that core portfolios deliver on their goals

Requirements: 

Relevant 3rd level Degree or Masters in business/finance/accountancy or engineering APA Savings and Investments qualification or equivalent is desirable Willingness to obtain the Chartered Financial Analyst (CFA) designation Excellent information technology capability, including a high level of proficiency in Microsoft Office products (particularly Excel, Outlook, Word, PowerPoint) Knowledge of Bloomberg Analytics tools, such as PORT would be beneficial Demonstrable interest and understanding of investments and financial markets Job ID ZR_927_JOB

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