Overview

Investment Associate Jobs in Dublin, County Dublin, Ireland at Brightwater Recruitment

Title: Investment Associate

Company: Brightwater Recruitment

Location: Dublin, County Dublin, Ireland

Key Responsibilities

  • Provide day-to-day support across client accounts, ensuring a high level of service delivery.
  • Assist with portfolio monitoring, including performance tracking and alignment with client objectives.
  • Prepare materials for client meetings, reviews, and internal discussions.
  • Respond to client queries and coordinate follow-ups with relevant teams where required.
  • Support business development efforts through research and identification of potential opportunities.
  • Maintain accurate records and documentation across systems and processes.
  • Work collaboratively with colleagues across different functions to ensure consistent client outcomes.
  • Stay informed on market developments and contribute to internal knowledge sharing.
  • Ensure all activities are carried out in line with applicable policies, procedures, and regulatory expectations.

Experience & Skills

  • Degree in finance, business, economics, or a related area.
  • Ideally QFA qualified
  • 1–3 years’ experience in financial services, investments, or a similar environment.
  • Working towards, or interested in pursuing, a relevant professional qualification is an advantage.
  • Strong organisational and communication skills, with attention to detail.
  • Good working knowledge of Microsoft Office tools, particularly Excel and PowerPoint.
Upload your CV/resume or any other relevant file. Max. file size: 800 MB.