Investment Fund Consultant

Employer
Mason Alexander
Location
Dublin, Ireland
Salary
Excellent
Posted
Feb 05, 2018
Closes
Mar 27, 2018
Job Function
Other
Industry Sector
Finance - General
Employment Type
Full Time
Education
Bachelors

Responsibilities

  • Managing a portfolio of clients on a day to day basis, providing proactive advice and recommendations on a range of complex issues.
  • Develop in-depth knowledge of fund structures and solutions in order to explain and communicate to colleagues and clients.
  • Meeting clients to review current investment arrangements, discuss market /industry developments and potential changes to consider / implement.
  • Support and influence the development of overall client-service delivery across the entire Delegated Solutions client base, ensuring a first-class customer experience in a scalable way.
  • Liaising with wider operational, portfolio management and consulting teams, including management of a wide range of projects as they arise.
  • Liaising with colleagues across business lines to achieve successful investment outcomes for our clients.
  • Delivery of investment output & documentation within critical timelines

Requirements

Knowledge/background

  • Third level qualification with strong academic track record.
  • Knowledge and experience of investment markets across range of assets:
  • Would suit qualified / near-qualified Actuary or CFA holder

Experience

  • Client-facing relationship management / consulting experience.
  • Proven track record developing client relationships.

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