Investment Selection Lead: Due Diligence & Strategy

CFA Institute; Dublin; Presencial; EUR 90 000 - 130 000; Tempo integral

Resumo da oferta

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

Qualificações

• 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.

Responsabilidades

• 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.

Conhecimentos

Investment funds experience

Communication skills

Process-driven approach

Team player

Market knowledge

APA designation willingness

Morningstar/Bloomberg knowledge

Formação académica

Finance or quantitative degree

CFA/CIPM preferred

Ferramentas

Morningstar

Bloomberg

Descrição da oferta de emprego

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