Multi-Asset Investment Implementation Specialist

Cantor Fitzgerald Ireland

Dublin

Sur place

EUR 60 000 - 90 000

Plein temps

Il y a 3 jours
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Résumé du poste

Cantor Fitzgerald Ireland is seeking an Investment Implementation Analyst to join the Discretionary Investments Team in Dublin. The role translates portfolio decisions into accurate implementation across model portfolios, working with portfolio management and relationship management teams.

You will coordinate rebalances, cash flows, and trades, ensure timely checks, and contribute to client reporting and investment analysis.

Qualifications

  • Minimum 2 years of relevant experience in portfolio implementation or investment operations.
  • Bachelor’s degree in Finance or related discipline.
  • APA Saving and Investment qualification; strong Excel skills and risk awareness.

Responsabilités

  • 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.
  • Perform pre and post-implementation checks to confirm activity completed accurately.
  • Lead the production of high-quality RFPs for institutions and HNW prospects.
  • Prepare data for client quarterly reporting, analysis, and presentations.
  • Place discretionary trades through the firm’s portfolio management system.
  • Respond to portfolio manager requests in a timely and accurate manner.

Connaissances

Portfolio implementation
Investment operations
Interpersonal skills
Team working
Attention to detail
Deadline management

Formation

Bachelor's degree in Finance or related discipline
APA Saving and Investment qualification

Outils

Microsoft Excel
Portfolio management systems

Description du poste

Cantor Fitzgerald Ireland is seeking an Investment Implementation Analyst to join the Discretionary Investments Team in Dublin. The role translates portfolio decisions into accurate implementation across model portfolios, working with portfolio management and relationship management teams.

You will coordinate rebalances, cash flows, and trades, ensure timely checks, and contribute to client reporting and investment analysis.

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