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Job Title: Investment Performance Consultant - All levels - New Team
Location: Dublin
Position Type: Full Time
Ref: EH9001
Pay range: N.A./Neg
Date Added: 01-11-2017
Last Updated: 01-11-2017

Description:
Location: Cork / Kerry / Tipperary

Incredible new opportunities at all levels with my client, a global wealth management company based in Munster within a new team.

Responsibilities

Provides clients with performance analysis services to evaluate the performance of various investment vehicles in the client's plans / funds.
Managing client relationships on a day to day basis, including:
Delivering all Performance Services applicable to their clients
Issuing report status notification
Documenting meeting notes
Development of direct relationships with external clients front and middle office teams
Production of ad-hoc analysis and response to client queries within terms of SLA
Consults with clients and acts as the technical expert on developing new analysis services that provide performance measurement, and asset allocation reporting.
Work closely with the relationship management team and wider partners on all mutual clients.
Identifies and cross-sells other IRAS analysis products and services to current clients, generating fee revenue for the bank.
Develops and produces investment performance reports for clients using automated systems

Required Skills: Strong Analytical skills & highly numerate.



Desirable Skills: You will need to have a high level understanding of all IRAS products; Dashboards, Data Direct, Risk, Compliance and Private Monitor
Experience: Previous Experience within a performance and risk function (1 year+)
Excellent knowledge of financial markets, investment instruments and portfolio management
Required Education: Scientific / Numerical degree preferred.

Job Classification

Categories: Funds
Banking
Accountancy -> Financial Services
 

Contact Details

Posting Company: Quest Recruitment
Contact Name: Evelyn Hanlon
Apply For This Job: Click Here
Company Profile: Voted Best in Practice Accountancy & Finance 2012, 2013 & 2015 Quest is a team of experienced and professional Financial Recruiters solely dedicated to recruiting for Accountancy and Financial Services Professionals.

Through its reputation, in-depth sector knowledge and impeccable standards of conduct and confidentiality, Quest has developed professional relationships with World Leaders in Financial Services and Accountancy throughout Ireland, Luxembourg, Bermuda and the Cayman Islands. Quest’s experienced Team offers a personalized service and listens closely to what you want - your career goals and motivations


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