Investment & Portfolio Analyst
Kennedy & Partners Recruitment
Dublin, County Dublin, Ireland · Full Time
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- Experience
- 2–5 yrs
- Salary
- —
- Openings
- 1
- Posted
- 3 weeks ago
- Work mode
- In office
- Eligibility
- Applicants with 2–5 years of experience in investment-related roles such as investment management, consulting, wealth management, pensions, or manager research can apply. A CFA qualification or CFA study progress is advantageous.
- Resume
- Required to apply
Where you'll work
Job description
Role overview
An established private investment firm in Dublin is looking for an Investment & Portfolio Analyst to join its small, experienced investment team on a permanent basis. The business follows a long-term investment approach and manages a diversified portfolio, offering wide-ranging exposure to multiple asset classes.
This position is well suited to someone who wants to be involved in research, manager selection, portfolio oversight, and broader investment decision-making.
What you will do
- Carry out in-depth investment research and carry out due diligence on a variety of opportunities.
- Help assess and shortlist external investment managers and investment funds.
- Track current investments and produce routine performance and investment updates.
- Contribute to portfolio reviews, asset allocation discussions, and investment strategy work.
- Create polished reports and presentations for senior leaders and investment committees.
- Work with external managers, custodians, and other professional advisers.
- Take part in investment roadshows, conferences, and industry events when needed.
- Make sure reporting is accurate and completed within agreed timelines.
- Support governance, compliance, and regulatory obligations as required.
- Assist with a range of investment projects across the wider team.
Candidate profile
- Between 2 and 5 years of experience in investment management, investment consulting, wealth management, pensions, manager research, or a comparable investment setting.
- Solid understanding of investment markets and portfolio analysis.
- Practical experience reviewing investment funds and tracking investment performance.
- Strong analytical and numerical ability, paired with excellent attention to detail.
- Advanced Excel capability, along with strong PowerPoint and reporting skills.
- Comfort using investment data and carrying out financial analysis.
- CFA qualification, or active progress toward the CFA program, would be a strong advantage.
- Clear communication skills with the ability to explain investment analysis in a concise way.
- A naturally inquisitive approach and a genuine interest in financial markets and investing.
Additional information
This is a permanent, full-time office-based role in Dublin, County Dublin, Ireland. The position is described as offering excellent benefits. No salary figure, vacancy count, start date, application deadline, or work schedule details were specified.