Investment & Portfolio Analyst

Responsibilities:

Construction of client portfolios across all asset classes - equities, fixed income, funds, cash.
Maintaining watch lists of equities in various geographies/sectors.
Providing ranking for 3 party funds using various metrics.
Monitoring of portfolio compliance and portfolio drift and production of recommendations to address.
Model and backtest firm portfolios based on various risk and performance categories.
Reviewing 3 Party research and assisting in the construction of daily commentary.
Providing support and backup to trading desk (receiving and transmitting orders).
Dealing directly with intermediaries and clients with regards to asset allocation and investment advice.

Skills/ Experience

Ability to work as part of a small, energetic start-up team.
Personality suitable for working directly with retail intermediaries and retail clients.
Numeracy and attention to detail, and strong analytical and communication skills (both oral & written).
Previous experience working in a financial services team that had dealing, research or investment analyst function.
Experience or knowledge of Funds selection is a major benefit.
Previous experience of working with systems such as Bloomberg, Morningstar or Factset etc.
Preferably Post Graduate degree or industry qualifications (QFA, CFA candidate etc.)

For a Private & Confidential Discussion please contact Sean Sweeney on 01- 8746770 or ssweeney@paragonexecutive.com

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