FREE ACCESS
5,000–10,000 jobs/day
See all jobs on Scoutfield
Search thousands of fresh jobs every day.
Discover
- Fresh listings
- Fast filters
- No subscription required
Create a free account and start exploring right away.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates advanced expertise in investment consulting, portfolio construction, and risk management, with a strong ability to communicate complex investment strategies to diverse audiences. Proven track record in supporting high-net-worth clients and contributing to bespoke investment solutions.
Highest-signal resume keywords
CFA CharterholderPortfolio ConstructionInvestment ResearchRisk ManagementClient Relationship Management
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Investment StrategyAsset AllocationManager SelectionPortfolio AnalysisFinancial ModellingQuantitative AnalysisPerformance MetricsCapital Market AssumptionsInvestment ProductsAnalytical Skills
Soft Skills
Strong CommunicationAttention to DetailCollaborative Working StyleInfluencing SkillsSound Judgement
Tools & Technologies
Portfolio Analytics ToolsInvestment Research ToolsRisk Management ToolsInvestment PlatformsReporting Systems
Certifications & Qualifications
CFA CharterholderAPA (Regulation & Investment)Registered StockbrokerQFA Exams
Industry Keywords
Wealth ManagementHigh-Net-Worth ClientsUltra-High-Net-Worth ClientsInvestment ConsultingDiscretionary Portfolio Management
About the role
Key responsibilities & impact- Provide specialist investment expertise supporting Client Advisers serving UHNW and complex client relationships
- Develop investment recommendations and portfolio solutions aligned with client objectives, risk tolerance and investment requirements
- Undertake portfolio analysis, asset allocation reviews, manager due diligence and investment research
- Support assessment and implementation of bespoke investment solutions
- Analyse portfolio risk, performance and investment outcomes
- Communicate investment findings to internal stakeholders and clients
- Participate in client meetings requiring specialist investment expertise
- Present investment recommendations, market insights and portfolio considerations
- Collaborate with relationship teams on complex client needs and key decisions
- Assist advisers and wealth managers in articulating investment strategies
- Maintain expertise across capital markets, investment products, portfolio construction methodologies and emerging trends
- Contribute to investment frameworks, tools and client solutions
- Prepare technical content for client communications, investment commentary and market updates
- Support specialist investment knowledge development across Wealth Management
- Mentor junior colleagues and develop team technical capability
- Share best practices and technical expertise across Client Solutions
- Collaborate across Investments, Financial Planning and Wealth Management
- Contribute to business development and prospect engagements
Requirements
What you’ll need- Advanced degree in finance, economics, or related field
- 7-10 years' experience in investment consulting, discretionary portfolio management, investment strategy or wealth management
- Strong technical understanding of portfolio construction, strategic asset allocation, manager selection and risk management
- Experience supporting high-net-worth or ultra-high-net-worth clients
- CFA Charterholder, or significant progression towards a recognised professional investment qualification
- Excellent analytical and quantitative skills
- Strong attention to detail
- Strong communication and presentation skills
- Ability to explain complex investment concepts to technical and non-technical audiences
- Collaborative working style and ability to influence across multiple stakeholder groups
- Sound judgement and focus on strong client outcomes
- Proficiency in portfolio analytics, investment research and risk management tools
- Strong Excel and financial modelling capabilities
- Familiarity with investment platforms, reporting systems and market data services
- Experience analysing portfolio performance, risk metrics and capital market assumptions
- Eligibility to work in Ireland
- Role subject to Fitness and Probity requirements
- Requirement to hold, or be willing to take, APA (Regulation & Investment) or (Pensions), Registered Stockbroker or QFA exams
Benefits
Comp & perks- Health and wellness support
- Employee Assistance Programme (EAP)
- Mental health first aid
- Sports & Social teams promoting physical wellbeing and social connection
- Competitive remuneration package including salary, bonus, pension and additional benefits
- Professional and personal development opportunities
- Learning and development support
- Flexible working options
- Flexible benefits allowance
- Assisted retirement planning
- Hybrid working model
- Inclusive and diverse workplace
- Reasonable accommodations for the interview process