We are seeking a proactive and detail-oriented Associate – Investment Management to join our team in Dublin. In this role, you will support the Investment Management team in delivering a high-quality service to our clients. You’ll be involved in portfolio support, client servicing, research, and preparation for meetings and investment proposals. This is an excellent opportunity for someone with a background in investment management who is committed to professional development and providing exceptional client service.
Key Responsibilities:
- Support the Investment Management team with portfolio administration and client relationship management.
- Assist in the management of client portfolios, including trade execution (as appropriate to your competency level).
- Prepare materials and documentation for client meetings and investment reviews.
- Conduct basic investment analysis and market research.
- Contribute to investment proposals, presentations, and new business pitches.
- Maintain accurate and up-to-date client records in line with regulatory and company policies.
- Support client issue resolution by liaising with internal teams and escalating where necessary.
- Promote fair client treatment and ensure compliance with all regulatory obligations.
Key Requirements:
- Previous experience in investment management, private wealth, or financial services.
- Strong client service orientation with the ability to support and manage client relationships.
- Solid understanding of investment markets, asset classes, and portfolio construction principles.
- Excellent communication skills (verbal and written).
- Analytical mindset with strong numeracy and attention to detail.
- Ability to thrive in a fast-paced, pressurised environment.
- Team player with a proactive and professional approach.
Qualifications:
- Relevant Level 7 financial qualification or working towards (e.g., QFA, CFA Level I)
- Commitment to ongoing CPD and regulatory compliance.
Desirable Competencies:
- Ability to research and analyse market sectors and contribute to portfolio recommendations.
- Familiarity with compliance frameworks, including MiFID, Data Protection, and Conduct Risk.
- Understanding of client suitability, risk profiling, and Know Your Client (KYC) requirements.
- Familiarity with CRM, trading systems, and financial platforms.
Career Development:
This role offers a clear path to progress within the Investment Management division, with access to ongoing training, development support, and exposure to a broad range of investment clients and solutions.
