Associate Investment Manager

Location:

Dublin

Job Type:

Permanent / Full Time

Sector:

Life and Pensions

Salary:

€50,000-€55,000
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.

HOLLY RAILES

Associate Director

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