DescriptionTitle: Portfolio Administrative Assistant
Location: Dublin, Ireland
Reporting to: Head of Sustainable Investments
Department: Sustainable Investment Solutions Team
Contract Type: Full time & Permanent
Requirements:
Entry level experience (2 years’) within the Financial Services Sector.
Minimum competitive education requirements for this role includes signing up to the Institute of Bankers QFA Exam within the first 12 months.
Excellent analytical skills.
High level of proficiency in Microsoft Excel a priority, with other Office tools also a necessity.
Strong interpersonal skills.
Ability to work under pressure.
Ability to work as part of a team.
Detail-oriented with the ability to manage multiple tasks and meet deadlines.
ResponsibilitiesResponsibilities
General query handling from clients, with high accuracy and fast response times.
Participate in team discussions on investment performance and risk, and assessment of changes to the investment portfolios.
Compile and organize data for client quarterly reporting, investment analysis, performance reporting, and client presentations.
Assist in researching and analysing financial markets, economic trends, and investment opportunities.
Analyse clients' existing investment portfolios, assessing performance, risk exposure, and diversification.
Set up of new client accounts and liaising with our Onboarding team.
Sending out valuations/statements when requested from clients.
Monthly and Quarterly discretionary portfolio reporting requirements.
Liaising with our Payments & Client Services teams upon request.
Review of certain investment publications ensuring relevant information and links are up to date periodically.
Involvement in all marketing initiatives (events, document/invite issuance etc) for our clients.
Assembling client meeting packs, marketing information and liaising with our marketing team upon request.
