{"id":6,"count":1,"description":"Investment Portfolio Specialist \r\n\r\nEMPLOYER:  \tWellesley Investments & Pensions Limited\r\n\t\t\tFour Michael Street\r\n\t\t\tLimerick\r\n\t\t\twww.wellesley.ie\r\n\r\nEstablished in 2007, Wellesley Investments & Pensions Ltd is a Financial Advisory Firm specialising in Investment Management, Investment Risk, and Pensions Structures. The company\u2019s clients vary from large pension schemes to high net worth private clients. \r\n\r\n           \r\nDESCRIPTION:\r\n\r\nWorking as part of the Investments Team, the Investments Portfolio Specialist will have responsibility for the administration of client investment portfolios and contribute to the firm\u2019s investment management process by researching specific investment opportunities and assisting in the day to day management of client portfolios. The successful candidate 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.\r\n\r\nQUALIFICATIONS:\r\n\r\nEssential:\tUndergraduate Degree (preferably business, maths, science or engineering based)\r\nDesirable:\tFinancial Masters and\/or CFA qualification (or be working towards a CFA qualification)\r\n\r\nREQUIREMENTS:\r\n\r\nEssential \r\n\r\n\u2022\tStrong Numeracy & attention to detail\r\n\u2022\tExcellent Excel skills\r\n\u2022\tAbility to prioritise tasks and work to specific deadlines\r\n\u2022\tClear business acumen\r\n\u2022\tStrong interest in financial markets\r\n\u2022\tRequired to obtain the QFA designation\r\n\r\nDesirable\r\n\r\n\u2022\tSome knowledge of VBA\/Excel programming\r\n\u2022\tBloomberg Certification\r\n\u2022\t1 year professional experience in financial services or appropriate business discipline\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\nKEY RESPONSIBILITIES include:\r\n\r\n\u2022\tWorking with the Investments Team in the ongoing management and administration of investment portfolios;\r\n\u2022\tDay to day administration of investment portfolios - checking and updating client portfolio\u2019s for trading activity and corporate actions (including responsibility for data integrity);\r\n\u2022\tPreparing regular investment portfolio reports for clients;\r\n\u2022\tResearching different investment securities across equity, fixed income, commodity, real-estate and alternative asset classes;\r\n\u2022\tProactively observing investment markets and conducting basic investment analysis on investment opportunities that may be of benefit to our clients;\r\n\u2022\tReviewing and appraising third-party investment products, funds and other collective investment products and presenting analysis in the form of product notes;\r\n\u2022\tPresenting conclusions and recommendations on your market research to management;\r\n\u2022\tParticipating fully in keeping the team informed of developments in markets as part of morning meetings, investment commentary e-mails and departmental meetings;\r\n\r\n\r\n\r\n\r\n\r\nPlease send your CV in confidence to:\r\n\r\nCareers,\r\nWellesley Investments & Pensions Ltd,\r\nFour Michael Street,\r\nLimerick.\r\n\r\n\u2026or email to: kmcinerney@wellesley.ie\r\n\r\n","link":"http:\/\/www.wellesley.ie\/index.php\/category\/careers\/","name":"Careers","slug":"careers","taxonomy":"category","parent":0,"meta":[],"_links":{"self":[{"href":"http:\/\/www.wellesley.ie\/index.php\/wp-json\/wp\/v2\/categories\/6","targetHints":{"allow":["GET"]}}],"collection":[{"href":"http:\/\/www.wellesley.ie\/index.php\/wp-json\/wp\/v2\/categories"}],"about":[{"href":"http:\/\/www.wellesley.ie\/index.php\/wp-json\/wp\/v2\/taxonomies\/category"}],"wp:post_type":[{"href":"http:\/\/www.wellesley.ie\/index.php\/wp-json\/wp\/v2\/posts?categories=6"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}