Portfolio Management Associate

Responsibilities

• Assisting with the development of long-term client relationships through effective management of service requirements and subsequent delivery to private, corporate and intermediary clients under the remit of the Global Strategist. 
• Providing services as required to Global Strategists clients, including placing pre-trade orders, trade orders and after trade reporting as required, issuance of valuation reports, tax reports, reviewing client mandates, completion of client reviews, updating KYC and other DCI system regulatory updates.
• Assisting Global Strategist with the development new business opportunities and generating wider revenue streams with existing clients via Cantor Fitzgerald Ireland
• Assisting the Global Strategist with the development of an annual business plan, including relationship plans for each client, relating to commission and commission growth, fee and fee growth, portfolio performance and funds under management targets.
• Supporting the Discretionary team in completing a variety of activities not limited to the production of factsheets, trading and responding to client queries.
• Client entertainment – proactive involvement with client base in terms of social events, sporting events etc.

Skills & Competencies

• Excellent oral and written communications skills are required
• Attention to detail is exceptionally important for the role
• Ability to show initiative and work within in team
• High level of proficiency in MS Word, Excel, Outlook and PowerPoint
• Meet Central Bank requirements for Minimum Competency and Fitness and Probity (after training and completion of necessary qualifications)

Requirements

• Degree in Finance or part CFA qualified
• Registered APA (Savings & Investments) or willingness to complete during probationary period. 
• Genuine interest in investment markets
• This will be a Control Function role under the Central Banks Fitness & Probity standards.