Overview
Private Client Investment Management Jobs in Dublin, County Dublin, Ireland at Marks Sattin
Title: Private Client Investment Management
Company: Marks Sattin
Location: Dublin, County Dublin, Ireland
An established investment and wealth management firm is seeking an experienced Investment Manager to join its Wealth Management function.
You'll be responsible for:
Investment Solutions
- Partner with advisers and relationship managers to develop tailored investment strategies for high-net-worth individuals, family offices, corporate clients and institutional investors.
- Support portfolio construction, strategic asset allocation and ongoing investment recommendations throughout the client lifecycle.
- Provide technical expertise on investment solutions while ensuring strong risk management principles.
Market Insights
- Produce regular market commentary, investment updates and thematic research.
- Translate complex market developments into practical insights for advisers and clients.
- Deliver presentations and communicate investment ideas clearly across internal and external audiences.
- Act as a trusted investment specialist for the advisory business.
Investment Innovation
- Work alongside investment specialists and portfolio teams to identify new investment opportunities and product solutions.
- Help develop innovative ways to implement investment views using a broad range of instruments.
- Contribute to strategic projects aimed at enhancing the firm's advisory offering.
Qualifications
- Degree in Finance, Economics, Investment Management or a related discipline (postgraduate qualification desirable).
- Professional qualifications such as CFA, QFA, CAIA or equivalent are highly regarded.
Required Skills
- 5–10 years' experience within investment strategy, portfolio management, wealth management or a related investment role.
- Strong understanding of portfolio construction, asset allocation and financial markets.
- Experience communicating investment ideas to both technical and non-technical audiences.
- Excellent analytical and quantitative skills.
- Advanced Microsoft Excel skills; experience with Bloomberg and investment analytics platforms is advantageous.
- Practical knowledge of Python or other programming languages would be beneficial.
Preferred Skills
- Strong commercial awareness and strategic thinking.
- Excellent communication and presentation skills.
- A collaborative approach with the ability to influence multiple stakeholders.
- Curiosity and a proactive mindset for identifying investment opportunities.
- Strong attention to detail and analytical capability.
- High ethical standards and professionalism.
- Ability to build lasting relationships with advisers, clients and internal teams.
If you don't meet all the criteria, but have experience in wealth advisory, portfolio management, investment strategy, or related fields, please contact me at [email protected].
