Senior Portfolio Analyst – 18 Month FTC
Davy
full-time
Posted on:
Location Type: Hybrid
Location: Dublin • Ireland
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Job Level
About the role
- Monitor and report on performance and risk of funds and portfolios
- Analyze and communicate performance drivers to stakeholders
- Monitor risk exposures across portfolios
- Ensure processes are robust and up-to-date
- Collate documentation for investment committees
- Support Investment Committee evaluations with ad hoc analysis
- Manage relationships with external stakeholders
- Improve fund management and operational processes
- Monitor fund allocations and trades
- Assist in asset allocation analytics
- Collaborate with IT for process efficiencies
- Participate in change forums and project meetings
Requirements
- 5+ years of relevant experience
- Bachelor’s/Master’s degree in Economics/Finance/Mathematics etc
- Familiar with multi-asset portfolios and institutional investment strategies
- Experience of quantitative research, performance measurement, performance attribution and ex-ante/ex-post risk
- Strong interest in financial modelling, portfolio analytics, statistical analysis and data modeling
- Strong analytical and problem-solving skills
- Working knowledge of scripted/programming languages (eg, Python and SQL)
- Strong understanding of financial markets and the main asset classes
- Excellent information technology capability, including a high level of competence in Microsoft Office products (particularly Excel, Outlook, Word, PowerPoint)
- Knowledge of UCITS, MiFID II or SFDR regulatory requirements would be beneficial
- CFA qualification, or working towards, would be beneficial
- Excellent planning and organizational capabilities
Benefits
- Health and wellness support
- Flexible working options
- Flexible benefits allowance
- Learning and development opportunities
- Assisted retirement planning
- Comprehensive Employee Assistance Programme (EAP)
- Mental health first aid
- Sports & Social teams promoting physical wellbeing and social connection
- Competitive remuneration package including salary, bonus, pension and additional benefits
- Professional and personal development opportunities
- Inclusive and diverse workplace
- Support for hybrid working model
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
quantitative researchperformance measurementperformance attributionfinancial modelingportfolio analyticsstatistical analysisdata modelingPythonSQLmulti-asset portfolios
Soft skills
analytical skillsproblem-solving skillsplanning capabilitiesorganizational capabilitiescommunication skillsrelationship management
Certifications
CFA qualification