We are currently working with a leading Wealth Management firm who are looking to hire a Senior Portfolio Analyst to join their Investments team.

Responsibilities of this Senior Portfolio Analyst Job:

Work with the senior members on monitoring and reporting of performance and risk of funds and portfolios managed by the firm to internal and external benchmarks
Monitor risk exposures across portfolios, including market, credit and liquidity risks
Supporting the Investment Committee's evaluations and decisions with ad hoc investment analysis related to the current or prospective products
Monitoring of funds allocations and trades in line with investment policies
Analysing and effectively communicating the drivers of this performance to the different stakeholders including client advisors

Requirements of this Senior Portfolio Analyst Job:

5+ years of relevant experience
CFA qualification or working towards
Bachelor/Masters degree in Economics/Finance/Mathematics etc.
Familiar with multi-asset portfolios and institutional investment strategies
Strong interest in financial modelling, portfolio analytics, statistical analysis and data modelling

For more information on this, Senior Portfolio Analyst job or to discuss in more detail, contact Aoife Stokes at astokes@elevatepartners.ie or apply directly below.

Senior Portfolio Analyst

Job Description