Assistant Investment Manager (Credit Union Services)

Job title:

Assistant Investment Manager (Credit Union Services)

Company

Elevate Partners

Job description

Our client a leading Wealth Management firm are currently looking to hire an Assistant Investment Manager within their credit union consultancy services team.Role Duties include:

• Prepare investment proposals in conjunction with the Investment Managers to deliver top quality reports and analysis to credit union sales.

• Direct engagement with clients on all aspects of portfolio management.

• Significant portfolio analysis with a strong focus on regulatory limits and prescribed asset allocations.

• Provide support to Investment Managers in preparation for client meetings and attend meetings when required.

• Collecting data on Credit Union annual accounts and applying a Forecast Accounting model when required.

• Review existing client relationships to evaluate potential.

Requirements

• QFA or working towards completion

• Demonstrable knowledge of investments

• Keen eye for detail and interest in investment processes

• Knowledge of the Credit Union sector is desirable

• A strong client focus to ensure effective service delivery

BenefitsTo discuss this opportunity in confidence, contact Aoife Stokes at or apply directly via the link below.

Expected salary

Location

Dublin

Job date

Sat, 31 Aug 2024 22:19:33 GMT

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