Investments Portfolio Specialist


To create, administer and maintain client investment portfolios, apply risk metrics and values while working with the Investments Manager in developing new investment strategies to ensure a quality, value added, solutions driven service is offered to clients at every level.


The Investments Portfolio Specialist will have full responsibility for the administration of client investment portfolios and contribute to the investment management process by researching specific investment opportunities. They will also be encouraged to contribute to investment and asset allocation strategy and work on specific projects from time to time aimed at improving investment processes and how we liaise with our client base.


Essential:        Undergraduate Degree (preferably business, maths, science or engineering based)

Desirable:       Financial Masters and/or CFA qualification (or be working towards a CFA qualification)



  • Strong Numeracy & attention to detail
  • Excellent Excel skills
  • Ability to prioritise tasks and work to specific deadlines
  • Clear business acumen
  • Strong interest in financial markets


  • Some knowledge of VBA/Excel programming
  • 1 year professional experience in financial services or appropriate business discipline


  • Working with the Investments Manager in the ongoing management and  administration of investment portfolios;
  • Day to day administration of investment portfolios – checking and updating client portfolio’s for trading activity and corporate actions (including responsibility for data integrity);
  • Preparing regular (currently monthly) investment portfolio reports for clients;
  • Researching different investment securities across equity, fixed income, commodity, real-estate and alternative asset classes;
  • Proactively observing investment markets and conducting basic investment analysis on investment opportunities that may be of benefit to our clients;
  • Reviewing and appraising third-party investment products, funds and other collective investment products and presenting analysis in the form of product notes;
  • Presenting conclusions and recommendations on your market research to management;
  • Participating fully in keeping the team informed of developments in markets as part of morning meetings, investment commentary e-mails and departmental meetings;

You can send your CV in confidence to:

Cormac Heffernan,
Investments Manager,
Wellesley Investments & Pensions Ltd,
Four Michael St,


email to:

Closing date for receipt of applications is Wednesday, 15th May 2013.