Investment Selection Lead

CFA Institute; Dublin; Sur place; EUR 90 000 - 130 000; Plein temps

Résumé du poste

Cantor Fitzgerald Ireland seeks an Investment Selection Lead to support its Wealth Management clients in Ireland. You will lead due diligence, selection and ongoing monitoring of active and passive investment strategies across asset classes to deliver strong risk-adjusted performance.

This CF-3 designation role under the Central Bank's Fitness & Probity standards includes presenting insights, supporting quarterly reports, and maintaining robust relationships with investment managers and research

Qualifications

• 4+ years experience in the investment funds space as an Allocator or Research professional.
• Graduate qualification in a finance or quantitative discipline; CFA/CIPM preferred.
• Proven track record of making successful investment recommendations.
• Strong communication and presentation skills, both oral and written.
• Process-driven approach to security selection.
• Knowledge of Morningstar and Bloomberg is advantageous.
• Holds or aims to obtain Accredited Product Adviser (APA) designations.

Responsabilités

• Lead the identification and selection of active and passive investment strategies across all asset classes for inclusion in the firm's preferred securities list.
• Take ownership of the monitoring and review of approved funds, including performance analysis, risk assessment, operational due diligence, and ESG considerations.
• Partner with the portfolio management team in the ongoing monitoring of existing fund positions whilst actively presenting tactical or strategic adjustments to aid performance.
• Enhance the robustness of the investment selection framework and monitoring process through the implementation of quantitative and qualitative techniques.
• Present compelling investment recommendations, and market insights to relevant stakeholders, while supporting the production of quarterly investment reports, research publications, and responses to client and adviser investment-related queries.
• Develop and maintain strong relationships with investment managers, fund providers, research partners, and other key industry stakeholders.
• Monitor market developments, emerging trends, and new investment opportunities, assessing their relevance to the firm's investment proposition and client portfolios.

Connaissances

Investment funds experience

Communication skills

Process-driven approach

Team player

Market knowledge

APA designation willingness

Morningstar/Bloomberg knowledge

Formation

Finance or quantitative degree

CFA/CIPM preferred

Outils

Morningstar

Bloomberg

Description du poste

Job Description

Cantor Fitzgerald Ireland is part of leading global financial services firm Cantor Fitzgerald. Cantor Fitzgerald has offices and trading desks in all major financial service centres throughout the world. We specialise in equities, Investment Banking, Real Estate, Fixed Income and Currencies. Cantor Fitzgerald's affiliate businesses include: BGC Group Inc. (BGC), Newmark (NMRK), and GFI Group (GFI). Cantor Fitzgerald Ireland provides a full suite of investment services, primarily wealth management, fund management, debt capital markets and corporate finance. An exciting opportunity has arisen for an Investment Selection Lead to work with our team in Dublin.

Role Summary

Cantor Fitzgerald Ireland seeks an Investment Selection Lead to support its Wealth Management clients in Ireland. The successful candidate will play a central role within the CFIL CIO team, leading due diligence, selection, and ongoing monitoring of active and passive investment strategies across all asset classes. The objective is to deliver strong risk-adjusted performance for clients through rigorous manager due diligence, market analysis, and investment monitoring.

This role is a CF-3 designation under the Central Bank's Fitness & Probity standards.

• CF-3 - Giving of advice to a customer of the regulated financial service provided

Under The Central Bank of Ireland's (CBI) Individual Accountability Framework (IAF) established under The Central Bank (Individual Accountability Framework) Act 2023 (IAF Act), as a Control Function holder, you have a Duty of Responsibility under the CBI Common Conduct Standards.

These standards include:

• acting with honesty and integrity,
• acting with due skill, care and diligence,
• co-operating in good faith and without delay with the Central Bank of Ireland
• acting in the best interest of customers and treating them fairly and professionally
• operating in compliance with standards of market conduct and trading venue rules

Responsibilities

• Lead the identification and selection of active and passive investment strategies across all asset classes for inclusion in the firm's preferred securities list.
• Take ownership of the monitoring and review of approved funds, including performance analysis, risk assessment, operational due diligence, and ESG considerations.
• Partner with the portfolio management team in the ongoing monitoring of existing fund positions whilst actively presenting tactical or strategic adjustments to aid performance.
• Enhance the robustness of the investment selection framework and monitoring process through the implementation of quantitative and qualitative techniques.
• Present compelling investment recommendations, and market insights to relevant stakeholders, while supporting the production of quarterly investment reports, research publications, and responses to client and adviser investment-related queries.
• Develop and maintain strong relationships with investment managers, fund providers, research partners, and other key industry stakeholders.
• Monitor market developments, emerging trends, and new investment opportunities, assessing their relevance to the firm's investment proposition and client portfolios.

Qualifications

• 4+ years experience in the investment funds space as an Allocator or Research professional.
• A graduate qualification in a finance or quantitative discipline with CFA/CIPM preferred.
• A passion for markets and track record of making successful investment recommendations.
• Demonstratable experience of a process-driven approach in security selection.
• Strong communication and presentation skills; both oral and written.
• A confident and affable team player who thrives working in a fast-paced environment.
• Strong knowledge of Morningstar and Bloomberg is an advantage.
• Attractive package and career progression opportunities on offer for the right candidate.
• Holds the Accredited Product Adviser (APA) designation, including APA in Investments and APA in Regulations, or demonstrates a willingness and commitment to work towards obtaining these qualifications within an agreed timeframe following appointment.

This role is a CF-3 designation under the Central Bank's Fitness & Probity standards.