Investment Associate

5 months ago


Dublin, Ireland Elevate Partners Full time
Our client a leading Wealth Management firm are currently looking to hire an Investment Associate to join their team in Dublin. The successful candidate will have an interest and understanding of investments and a strong client focus.
Role Duties: 
  • Working closely with an Associate Director/Director
  • Assist in the creation and execution of relationship plans for each client relating to the implementation of their financial plan, adherence with service standards which lead to the development of long-term client relationships
  • Identifying revenue potential and opportunities to cross-sell the firm's services
  • Review existing client relationships, and in line with Investment Strategy, analyse whether the relationships are categorised correctly and therefore managed appropriately
  • Deal promptly and efficiently with client queries


Requirements
  • Degree or master’s in business related area
  • APA Savings & Investments and/or APA Pensions qualification with a willingness to complete QFA qualification
  • Proficient in CRM
  • A strong client focus, to ensure effective service delivery
  • Strong communication and presentation skills


Benefits


On offer is a competitive salary and benefits package with the opportunity to join a well-established brand.

Please apply through the link provided or get in touch with Aoife Stokes via  to schedule a confidential phone call.





  • Dublin, Ireland FK International Full time

    Job Description Exciting opportunity to join a leading investment firm in Dublin. The Senior Investment Associate will be involved in identifying and reviewing potential investment opportunities for client portfolios with a particular focus on fixed income fund selection. Key responsibilities will include: Sourcing potential investments (e.g. fixed income...


  • Dublin, Ireland FK International Full time

    Job Description Our client, a significant global investment firm, is currently recruiting an Investment Associate to join its Dublin based team, with a focus on European credit investment opportunities. Responsibilities will include: Evaluation of new investment opportunities, including undertaking detailed financial due diligence, financial analysis and...

  • Senior Associate

    2 weeks ago


    Dublin, Ireland Elevate Partners Full time

    On behalf of our client, a high growth renewable developer, we are looking to hire a Senior Associate to join the Investment and Transaction team. The Role:  Play a key role in preparing and managing and executing transactions including managing the DD process. Optimise the current and future pipeline in terms of asset divestment /investments, joint...


  • Dublin, Ireland Elevate Partners Full time

    On behalf of our client, a reputable mid-market PE firm, we are looking to hire an Investment Associate to join the Dublin team.  The Role: Conduct in-depth market research and financial analysis to identify potential investment opportunities. Evaluate and model financial projections to assess the viability and potential returns of investment...


  • Dublin, Ireland Elevate Partners Full time

    Job DescriptionOn behalf of our client, a reputable mid-market PE firm, we are looking to hire an Investment Associate to join the Dublin team.  The Role: Conduct in-depth market research and financial analysis to identify potential investment opportunities. Evaluate and model financial projections to assess the viability and potential returns of...


  • Dublin, Ireland Davy Full time

    About us From day one, you’ll notice there is something special about working at Davy. Our success is built on nearly 100 years of forging strong relationships with our clients and developing the careers of Ireland’s future business leaders.  Established in 1926, the Davy Group sits at the heart of wealth and capital in Ireland, providing a broad...

  • Senior Associate

    2 weeks ago


    Dublin, Ireland Elevate Partners Full time

    Job DescriptionOn behalf of our client, a high growth renewable developer, we are looking to hire a Senior Associate to join the Investment and Transaction team. The Role:  Play a key role in preparing and managing and executing transactions including managing the DD process. Optimise the current and future pipeline in terms of asset divestment...

  • Investment Associate

    2 months ago


    Dublin, Ireland Elevate Partners Full time

    We are delighted to partner with an international mid-market private equity firm who are now looking to hire an Investment Associate to join their Dublin team. The Role: Provide analytical and research support, including financial modelling. Manage the due diligence process on potential transactions. Preparation of investment memos and recommendations...

  • Investment Associate

    1 month ago


    Dublin, Ireland Artemis Human Capital Full time

    We are delighted to partner with a highly regarded Private Equity firm who are seeking to add an ambitious Investment Associateto the team. This is a unique opportunity to work alongside a great team and contribute to the firm's continued growth and success. Key Responsibilities: Conduct thorough assessments of potential investment opportunities, analysing...

  • Investment Associate

    2 months ago


    Dublin, Ireland Elevate Partners Full time

    Job DescriptionWe are delighted to partner with an international mid-market private equity firm who are now looking to hire an Investment Associate to join their Dublin team. The Role: Provide analytical and research support, including financial modelling. Manage the due diligence process on potential transactions. Preparation of investment memos and...

  • Investment Associate

    4 months ago


    Dublin, Ireland Davy Group Full time

    About us From day one, you’ll notice there is something special about working at Davy. Our success is built on nearly 100 years of forging strong relationships with our clients and developing the careers of Ireland’s future business leaders. Established in 1926, the Davy Group sits at the heart of wealth and capital in Ireland, providing a broad range of...

  • Investment Associate

    4 months ago


    Dublin, Ireland FK International Full time

    Job Description Our client, a significant alternative investment firm is currently hiring for an Investment Associate to join the Structured Finance business, based in Dublin. Responsibilities will include: Screening and underwriting of credit investment opportunities Ongoing portfolio monitoring and management Develop a detailed knowledge of the deal...

  • Investment Associate

    4 months ago


    Dublin, Ireland Davy Full time

    About us From day one, you’ll notice there is something special about working at Davy. Our success is built on nearly 100 years of forging strong relationships with our clients and developing the careers of Ireland’s future business leaders. Established in 1926, the Davy Group sits at the heart of wealth and capital in Ireland, providing a broad range of...


  • Dublin, Ireland 253 FIL Investment Management Ltd Full time

    About the Opportunity Job Type: PermanentApplication Deadline: 27 April 2024 Title: Associate Department: Client Services Location: Dublin ,Ireland Reports To: Team Lead Join us as an 'Associate-Client Services' at Fidelity! If you enjoy phone conversations with customers, working from a premium location based in Dublin, Ireland and...


  • Dublin, Ireland Davy Group Full time

    About us From day one, you’ll notice there is something special about working at Davy. Our success is built on nearly 100 years of forging strong relationships with our clients and developing the careers of Ireland’s future business leaders. Established in 1926, the Davy Group sits at the heart of wealth and capital in Ireland, providing a broad range...


  • Dublin, Ireland State Street International (Ireland) Ltd Full time

    Position Description: You will manage a number of complex clients with varied fund types (e.g. UCITS, AIFs, Pension funds) and assist them with onboarding new funds and maintaining the compliance monitoring of their existing funds, reviewing Regulations, prospectuses and investment management guidelines. RESPONSIBILITIES: Review and audit investment...


  • Dublin, Ireland State Street Full time

    Position Description:You will manage a number of complex clients with varied fund types (e.g. UCITS, AIFs, Pension funds) and assist them with onboarding new funds and maintaining the compliance monitoring of their existing funds, reviewing Regulations, prospectuses and investment management guidelines.RESPONSIBILITIES:Review and audit investment compliance...

  • Associate Manager

    1 month ago


    Dublin, Ireland SS&C Financial Services (Ireland) Limited Full time

    SS&C Financial Services Middle Office, Associate Manager - Dublin About SS&C Technologies SS&C is a global provider of investment, financial services and software for the financial services and healthcare industries. Named to Fortune 1000 list as top U.S. company based on revenue, SS&C is headquartered in Windsor, Connecticut and has 20,000+ employees in...

  • Associate Director

    1 month ago


    Dublin, Ireland Elevate Partners Full time

    We have partnered exclusively with a Private Equity firm, focused on SME investments, to appoint an Associate Director/Director to its Dublin investment team. You will become a key member of the investment team and lead on both origination and execution efforts.THE ROLE:Lead and execute investment strategies with a focus on SME businesses, including deal...


  • Dublin, Ireland StepStone Group Full time

    is a rapidly growing Global Private Markets firm who provides customized investment and advisory solutions to some of the most sophisticated investors in the world. With $675 billion of total capital allocations, including more than $150 billion in AUM, we are highly diversified in the private markets across the globe and provide creative solutions to solve...