Senior Investment Analyst - Brokerage

Irish Life Group Services Limited; Dublin; Hybrid; EUR 60,000 - 80,000; Full time

Job summary

A prominent financial institution in Dublin is seeking a senior subject matter expert in investment solutions. You will coordinate fund setup, analyze market data, and ensure compliance. Candidates should have strong interpersonal skills and a degree in a relevant field. The role offers a hybrid working model and a comprehensive benefits package.

Benefits

Competitive salary

Comprehensive benefits package

Learning and Development support

Qualifications

• Significant technical knowledge of investment markets.
• Experience in life office or life fund context is beneficial.
• Evidence of relevant professional qualifications (e.g., CFA, CAIA) is desirable.

Responsibilities

• Co-ordinate accurate fund setup and documentation.
• Lead the creation and delivery of ongoing fund reviews.
• Identify and drive change opportunities for operational excellence.

Skills

Strong interpersonal skills

Excellent communication skills

Advanced analytical skills

Highly numerate with good IT capabilities

Ability to work under pressure

Education

Third level degree in a relevant discipline

Tools

Excel

Word

PowerPoint

Job description

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• Full Time Permanent position
• Hybrid role based in our City Centre offices

What we offer

We have embraced a hybrid working model for most of our positions, which means that you can enjoy a balanced approach of working from home for part of the week and working from the office for the remainder of the week.

We offer a comprehensive benefits package including competitive salaries and bonuses, robust Learning and Development support, excellent Defined Contribution pension and comprehensive Wellbeing initiatives and support to name but a few.

At Irish Life, our purpose is to help people build better futures. Our company values shape everything we do and underpin our vision of being the driving force behind Ireland’s financial, physical, and mental well-being.

We believe in doing the right thing—acting with integrity and making fair, responsible decisions. We aim high, setting ambitious goals and find better ways to innovate and improve. Our customers are at the heart of everything we do and we are dedicated to understanding their needs and exceeding their expectations. Achieving this this is only possible when we work best together—in a supportive, collaborative environment where every idea and contribution is valued.

Working on the Investment Proposition team within the Irish Life Brokerage Division, this role will act as a senior subject matter expert (SME), responsible for the design, development, delivery, and continuous improvement of fund and investment solutions for the Irish Life Brokerage channel. They will act as day-to-day lead on complex projects end-to-end, assist in developing innovative solutions, and influence strategic direction to ensure the investment proposition remains competitive, compliant, and commercially impactful. The role will collaborate extensively across teams and external stakeholders to drive Irish Life’s strategic objectives and deliver a market-leading investment proposition.

Key Accountabilities

1. Co-ordinate accurate fund set up and fund update documentation on a timely basis
2. Responsible for drafting and maintaining fund related literature and supports, liaising with compliance and marketing as needed
3. Lead the creation and delivery of ongoing fund reviews for internal and external stakeholders
4. Support the Platform fund manager with preparation of approval documentation for standard and non-standard funds
5. Provide accurate fund performance data and analysis to relevant stakeholders, ensuring timely delivery
6. Build and maintain strong relationships with internal and external stakeholders
to deliver a high standard of service. The role holder will be required to represent both the investment proposition team and brokerage at relevant internal and external meetings.
7. Lead the operational excellence agenda, including identifying and driving opportunities for change, data quality, automation and efficiency to ensured continued development and enhancement of services provided
8. Take a central role in delivering and co-ordinating specific or related tasks within the team, keeping all plans on track and achieving objectives on time, whilst taking a lead proactive role in achieving overall team objectives. Ensure regulatory reporting obligations are carried out within the stipulated timeframe.

Technical Criteria for Role:

1. Third level degree in a relevant discipline required
2. Significant technical knowledge of investment markets, principal asset classes, fund structures and drivers affecting broker investment propositions
3. Advanced analytical skills to interpret complex financial data and translate insights into actionable strategies
4. Understanding of regulatory requirements relevant to fund documentation and financial services
5. Experience working in life office or life fund context beneficial
6. Evidence in progression of relevant professional qualifications (e.g. CFA, CAIA, Actuarial) desirable
7. Ability to work on their own initiative whilst working as part of a larger team.
8. Ability to work in a fast-moving environment, working under pressure to meet challenging deadlines. Strong interpersonal skills required to interact with clients and financial institutions
9. Proactive approach to identifying, understanding and mitigating risks, understanding processes and solving problems

What you will need to be successful in the role

• Strong interpersonal skills, with a commitment to client service.
• Ability to work efficiently and effectively as part of a team and with other teams in the business.
• Excellent communication skills specifically regarding reports and written communciations.
• Highly numerate with good IT capabilities in Excel, Word and PowerPoint.
• High level of accuracy and attention to detail.
• Ability to demonstrate initiative and work consistently to a high standard when under pressure while managing deadlines.

Building and Maintaining Relationships

Drive for Results

Planning and Organising

Problem Solving and Decision Making

About us

Irish Life is one of Ireland’s largest financial institutions with a presence across a range of financial services markets. We are one of Ireland’s leading financial services groups with over 1.5 million customers. For over 80 years, we’ve been helping people to look after their life insurance, pension and investment needs, and more recently their health insurance.

It is a subsidiary of Great-West Lifeco and a member of the Power Financial Corporation group of companies.

We are proud of our culture of developing and supporting the growth and professional development of our people. The focus has resulted in a team of top talent with high standards, positioning us at the forefront of our industry.

The company reserves the right to draw up a shortlist as part of the selection process. Where Agency assistance is required the Irish Life Recruitment Team will engage directly with suppliers. Unsolicited CVs / profiles supplied to Irish Life by Recruitment Agencies will not be accepted for this role.

Irish Life is proud to be an Equal Opportunities employer. We have created an environment of inclusion and growth to help people achieve their potential, to ensure they can bring their whole selves to work and to feel valued. We celebrate diversity of thought and perspective and want all of our employees to feel valued, respected and supported.

We have built a culture that promotes equality and inclusion for all of our current and future employees and strive to ensure that our behaviours, processes and practices are aligned to this culture.

If you require any accommodations during the recruitment process please contact [e-mail] and we will be delighted to ensure you are fully supported to be your best.

ILFS supports Equal Opportunity and is regulated by the Central Bank of Ireland.