Investment Consultant Investment Consultant …

Paragon Executive
in Dublin, Leinster, Ireland
Permanent, Full time
Last application, 22 Aug 19
Paragon Executive
in Dublin, Leinster, Ireland
Permanent, Full time
Last application, 22 Aug 19
An exciting opportunity to join a leading global provider of investment consulting and management services based here in Dublin on their Client Team will offer a wide variety of exposure and career opportunities.


  • Managing a portfolio of clients on a day to day basis, providing proactive advice and recommendations on a range of complex issues.
  • Meeting clients to review current investment arrangements, discuss market /industry developments and potential changes to consider / implement.
  • Support, guide and coach overseas colleagues/consultants on a variety of topics including performance analysis, strategic asset allocation advice, economic commentaries and PowerPoint presentations.
  • Liaising with wider operational, portfolio management and consulting teams, including management of a wide range of projects as they arise.
  • Liaising with colleagues across business lines to achieve successful investment outcomes for the clients.
  • Delivery of investment output & documentation within critical timelines
  • Responsible for training and development of junior colleagues.



a)            Knowledge/background

  • Third level qualification with strong academic track record;
  • 5 years’ experience in a similar role;
  • Knowledge and experience of investment markets across range of assets;
  • Would suit qualified / near-qualified Actuary or CFA holder.

b)            Experience

  • Client-facing relationship management / consulting experience;
  • Proven track record developing client relationships.

c)            Behavioural competencies

  • Energy, proactivity and desire to see things done efficiently;
  • Team player;
  • Ability to communicate complex issues in a simple and coherent manner;
  • Attention to detail, and project management experience.

The Bottom Line

If this job posting seems different from those of our competitors, it’s because our clients really are different: it’s not just a slogan or a mantra. We are out to change an industry by building a better mousetrap. No tricks, no games, just top-tier candidates and excellent service to our clients. To do that, we need to hire the best of the best. So, what are you waiting for? Apply now!

Contact Information:

For a confidential discussion about this role, or to discuss similar opportunities in the investment management sector, please call Sean Sweeney at Paragon Executive Intelligence on +353 (0)1 8746770.