Investment Selection Lead, Wealth Management

CFA Institute; Dublin; On-site; EUR 90,000 - 140,000; Full time

Job summary

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

This CF-3 designation role operates under Central Bank standards, requiring a high level of integrity, regulatory awareness, and collaboration with portfolio management and research teams

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.

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.

Skills

Investment funds experience

Communication skills

Market analysis

Team player

Education

Finance or quantitative degree

CFA/CIPM preferred

Tools

Morningstar

Bloomberg

Job description

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

This CF-3 designation role operates under Central Bank standards, requiring a high level of integrity, regulatory awareness, and collaboration with portfolio management and research teams