Investment Performance Consultant – All levels – New Team (EH9001) Permanent

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

Requirements

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

If you are interested in making this position yours, please contact Evelyn on 01 676 0505, click apply below

 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

Tagged as: funds, investment analysis, performance analysis