Dublin Portfolio Implementation Analyst — Investment Ops

Cantor Fitzgerald Ireland Ltd; Dublin; Hybrid; EUR 60,000 - 80,000; Full time

Job summary

Cantor Fitzgerald Ireland Ltd in Dublin seeks an Investment Implementation Analyst to translate portfolio decisions into accurate, timely execution across model portfolios. You will work with portfolio management and client relationship teams to ensure changes, rebalances and cash flows are implemented efficiently.

The role requires at least 2 years in portfolio implementation or investments, a Finance degree, APA qualification, strong Excel skills, and a detail-oriented mindset with risk

Qualifications

• Minimum 2 years of relevant experience in portfolio implementation, investment operations, or a comparable role within an asset manager, wealth manager or investment platform.
• Bachelor’s degree in Finance or other related discipline.
• APA Saving and Investment qualification.
• High level of proficiency in Microsoft Excel and other Office tools a necessity.
• Highly detail-oriented with a strong risk management mindset.
• Strong interpersonal skills and team-working skills.
• Comfortable working in a dynamic environment while managing competing priorities and meeting deadlines.

Responsibilities

• Support the implementation of asset-allocation, fund-selection and tactical portfolio changes across the model portfolio range.
• Coordinate portfolio rebalances, subscriptions, redemptions, cash flows and other portfolio events.
• Monitor implementation progress across platforms, identifying and resolving exceptions, delays and unintended portfolio deviations.
• Perform pre and post-implementation checks to confirm that portfolio activity has been completed accurately.
• Lead the production of high-quality RFP's for institutions and HNW prospects.
• Prepare data for client quarterly reporting, investment analysis, performance reporting, and client presentations/meeting packs.
• Place all discretionary trades through the firm's portfolio management system on behalf of the Discretionary Investments Team.
• Respond in a timely and accurate manner to portfolio

Skills

Attention to detail

Interpersonal skills

Time management

Communication

Teamwork

Risk awareness

Education

Bachelor’s degree in Finance

APA Saving and Investment qualification

Tools

Microsoft Excel

Job description

Cantor Fitzgerald Ireland Ltd in Dublin seeks an Investment Implementation Analyst to translate portfolio decisions into accurate, timely execution across model portfolios. You will work with portfolio management and client relationship teams to ensure changes, rebalances and cash flows are implemented efficiently.

The role requires at least 2 years in portfolio implementation or investments, a Finance degree, APA qualification, strong Excel skills, and a detail-oriented mindset with risk