Associate Director Investment Management
Job Summary
What will you be doing
We are seeking an ambitious Investment professional to join Evelyn Partners to join our investment team in Dublin as an Associate Director Investment Management.
In this pivotal role you will lead investment initiatives manage portfolio strategies and drive performance across our client base. You will combine strategic vision with analytical rigor to deliver exceptional investment outcomes while overseeing a team of investment professionals.
Whats in it for me
You will be empowered to build and scale a client portfolio with new investment propositions processes or portfolio ideas backed by the resources and client base of a major firm. You will be expected to take ownership of strategic initiatives and see your decisions translate directly into client outcomes commercial impact and firmwide direction.
This is a hybrid working role with a requirement to be in the office 3 days per week.
Qualifications :
Some of your responsibilities will be to:
- Lead and oversee investment portfolio management activities ensuring alignment with client objectives and risk parameters
- Develop and execute investment strategies that optimize returns while maintaining compliance with regulatory requirements
- Conduct comprehensive financial analysis and modelling to support investment decisions and strategic recommendations
- Manage and mentor a team of investment professionals providing guidance on best practices and performance expectations
- Monitor market trends economic indicators and competitive landscape to identify opportunities and risks
- Prepare detailed performance reports and investment analytics for senior management and institutional clients
- Establish and maintain strong relationships with key clients understanding their investment needs and delivering tailored solutions
- Ensure adherence to all regulatory requirements and internal compliance policies within the investment management function
- Collaborate with cross-functional teams including risk management operations and compliance to optimize investment processes
- Participate in strategic planning initiatives to enhance investment capabilities and market positioning
Skills Experience & Qualifications
CFA/ QFA designation or equivalent professional certification
Experience in investment management portfolio management or related financial services roles
- Proven track record of successfully managing investment portfolios and delivering consistent performance results
- Strong expertise in financial analysis investment modelling and quantitative analysis
- Demonstrated leadership experience managing and developing investment teams
- In-depth knowledge of risk management frameworks and regulatory compliance in investment management
- Advanced proficiency with investment management software platforms and financial analysis tools
- Expert-level Excel skills with advanced financial modelling capabilities
- Strong understanding of institutional investment products and client relationship management
- Experience working in the Dublin or broader European investment market
- Excellent communication and presentation skills for client and stakeholder engagement
- Strategic thinking ability with a detail-oriented approach to investment analysis and decision-making
Additional Information :
As a colleague here at Evelyn Partners you will have access to benefits that include:
- Competitive salary
- Private medical insurance
- Life assurance
- Pension contribution
- Hybrid working model (role dependant)
- Generous holiday package
- Option to purchase additional holiday
- Shared parental leave
We are proud to value the differences that a diverse workforce brings representative of society and our clients. At Evelyn Partners we have a wide range of highly active employee resource groups and were delivering multiple diversity equity and inclusion initiatives across the organisation. It is our commitment to provide a workspace where all colleagues regardless of identity background or circumstance feel respected as individuals and feel that they can achieve their full potential and work in a safe supportive and inclusive environment.
We are happy to make any reasonable adjustments to accommodate for your needs throughout the application process. Please let your Recruiter know.
Remote Work :
No
Employment Type :
Full-time
About Company
Evelyn Partners is the UKs leading integrated wealth management and professional services group, with over 186 years of experience in helping generations of people and businesses to thrive. We offer an extensive range of financial and professional services to individuals, family trus ... View more