11 Investment Strategies jobs in Ireland

What you can expect: We are seeking a talented Senior Investment Management Specialist to join our growing business and play a pivotal role within the team to advise on Investment strategy, assist with portfolio construction aswell as mentor less experienced team members and oversee the task management for the team. The successful candidate will have strong technical and analytical capabilities aswell as being a team player, hardworking, intellectually ambitious and have a keen eye for detail. The successful candidate will lead portfolio construction work for our range of multi asset portfolios across DC, private wealth, and wealth management and encompass investment strategy advice for DB pension schemes. Mercer's Delegated Solutions Strategy team providesspecialised investment strategy advice to pension schemes primarily in the areas of dynamic de-risking, hedgingand portfolio construction. Mercer's dynamic de-risking solution aims to manage pension schemes along a path to full funding and has arisen from a need to provide a clear governance framework that will allow trustees to lock in market gains. Liability hedging forms a large part of this solution delivery, given market evolution in recent years. The Strategy team is also responsible for developing and implementing investment strategies for all our clients within the Delegated Solutions business. This includes investment strategies for a range of client types, such as pension schemes, endowments and foundations and others and encompasses analysis for Irish clients, Europe ex-UK and further afield. The role will be dynamic and diverse, requiring an individual that has a strong investment background with strong project management, leadership, organisational, collaboration and communication skills. The successful candidate will be able to manage the successful delivery of complex solutions, have strong technical and analytical capabilities, a keen eye for detail, and be able to use their own initiative to navigate requirements, manage to tight and competing timelines as well as undertake routine projects. We will count on you to: Lead investment strategy analysis to determine the strategic asset allocation for the full range of multi-asset portfolios allowing for different investment objectives and constraints faced by each. Analyse client investment strategies with aim of achieving target growth returns within restrictions provided. Analysis across range of client types and geographies. Complete daily monitoring of client funding levels and trading where required. Regularly calculate and propose updates to hedging strategies, working with a broad range of tools and models. Consider the impact and need for dynamic asset allocation adjustments as appropriate. Act as a representative of Mercer's best thinking on multi-asset investing to both internal and external clients. Interact with teams across the business to manage the implementation of investment strategy and asset allocation changes in an efficient and risk controlled manner. Collaborate with key internal stakeholders including portfolio management, legal & compliance, trading and operations, investment consultants. Lead, train and develop junior team members and other teams where required. Support the business development team as appropriate to develop and grow the segment. Manage the ongoing oversight and assessment of the funds. Support Mercer colleagues / consultants by presenting strategy reviews at client meetings, managing varied levels of knowledge, and by delivering high quality client reports, answering queries and clearly communicating strategic asset allocation and fund updates. Develop and drive process improvement initiatives to improve quality and efficiency, and ensure procedures are accurate and kept up to date. What you need to have: At least 5 years experience within the financial services industry (consulting, pensions, fund management, wealth management, investments or asset management) - should immediately create credibility internally and externally. Strong organisational and project management skills. Ability to effectively manage across multiple tasks and to tight deadlines. Excellent communication, presentation and collaboration skills. Highly motivated, driven and focused. Ability to work under own initiative. An ability to multi-task and work under pressure to deadlines. Strong analytical skills to review and analyse information/situations to identify, articulate the issues on hand and propose solutions. Excellent attention to detail and accuracy. Positive can-do attitude essential. Ability to work in a dynamic high performing team, supporting your team colleagues while leading, driving and managing your own tasks and projects. What makes you stand out: Qualified Actuary or CFA Charterholder. Deep understanding and experience of investment strategy and portfolio construction. Energy, proactivity and desire to see things done efficiently. Attention to detail, and project management experience. Team player, with excellent interpersonal and relationship building skills. Ability to communicate complex issues in a simple and coherent manner. Why join our team: We help you be your best through professional development opportunities, interesting work and supportive leaders. We foster a vibrant and inclusive culture where you can collaborate with talented colleagues to create new solutions and have impact for colleagues, clients and communities. Our scale enables us to provide a range of career opportunities. Mercer, a business of Marsh McLennan (NYSE: MMC), is a global leader in helping clients realize their investment objectives, shape the future of work and enhance health and retirement outcomes for their people. Marsh McLennan is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman. With annual revenue of $24 billion and more than 90,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit or follow on LinkedIn and X. Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age, background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, Traveller community, or any other characteristic protected by applicable law. We are an equal opportunities employer. We are committed to providing reasonable support to any candidate with a disability/health condition to allow them to fully participate in the recruitment process. We welcome candidates to contact us at to discuss any specific needs. Marsh McLennan is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh McLennan colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one "anchor day" per week on which their full team will be together in person. To be considered for this role you will be redirected to and must complete the application process on our careers page. To start the process, click the Apply button below to Login/Register.

Deloitte is the biggest professional services Firm in the world making an impact is more than just what we do: it's why we're here. We're driven to create positive progress for our clients, community, people, and the planet. This sense of purpose inspires us to work to the highest standards, to tackle the challenges that matter. Audit & Assurance is one of our biggest service lines and the driving engine of Deloitte Ireland. We provide services that go beyond expectations to deliver insight and confidence for our leading international and local clients. Our Audit and Assurance teams are a key part of the financial reporting ecosystem. Deloitte is constantly evolving its audit and assurance processes providing value and insights. We leverage cutting-edge technology in combination with our global network of professionals applying diverse skills and experiences to make an impact that matters to our clients. Service Line: DDC Our Deloitte Delivery Centre (DDC) in Cork plays a vital role in our Irish Audit & Assurance business. The centre offers a range of centralised support services to Deloitte's auditors and is set to grow considerably in the next few years. About the role: The IM CoE will support engagement teams with the completion of both audit administration and analytical work. Support provided by the IM CoE aims to reduce the burden placed on practitioners throughout the course of a typical audit life cycle. The IM CoE supports more efficient working practices, whilst ensuring quality standards are maintained and improved. The core objective of this work is to ensure that our services are delivered in the most appropriate way, by the correct people in the suitable location and that we take advantage of modern techniques for communication and flexible/remote team working. Our IM CoE will support our objective to differentiate ourselves from our competitors and ensure that Deloitte continues to deliver a high quality, distinctive client experience. Team members will have the opportunity to become specialists in the services offered by the IM CoE, develop best practices and play a key role in helping deliver a high quality service to our clients. Our established training programmes will provide you with an opportunity to develop both your technical and soft skills. The primary responsibilities of IM Administrators are detailed below, although this is not an exhaustive list and we expect some evolution of responsibilities as the IM CoE becomes fully embedded within the Audit service line and demand for the centre grows. Responsibilities include: Supporting teams and managers in both an ongoing, project support capacity and on an ad hoc basis as required. Preparation of Custody reconciliation using external administrator reports Preparation of Valuation reconciliation use of Bloomberg, other pricing service providers Using internal systems to Analyse NAV valuations Assisting audit specific administrative tasks. Liaising with Fund Administrators to ensure timely completion of audit processes About you: To qualify for the role you must have: Entry level experience in an Investment Management role. Knowledge of Irish Funds Industry Experience in use of valuation service providers Experience in NAV Calculation If you believe that you meet most of the criteria above, we advise you to apply. Deloitte is an equal opportunities employer and will ensure any reasonable accommodations are implemented as part of the recruitment and selection process. What we offer Your reward at Deloitte is competitive, supports our purpose and enables our people to never stop growing. Your reward at Deloitte is not just your salary, we believe in investing in our people's personal and professional development and empowering their work-life balance. Our ambition is to achieve gender equality and enable continuous growth. We offer supports and benefits that suit you, wherever you are in life, including health and well-being, pension, savings, training, coaching and enhanced leave options among others. Keep on being you. Bring your full, absolute self to work, every day. Explore, question and collaborate. Stretch your thinking, while building a career that inspires and energises you. And, whatever motivates you, keep growing both professionally and personally - because when you make an impact that matters, we do too. To be considered for this role you will be redirected to and must complete the application process on our careers page. To start the process click the Continue to Application or Login/Register to apply button below.

Our client is a leading, global investment manager based in Dublin. They are currently recruiting for an HR Generalist to join their HR team. You will be supporting the Senior HR Business Partner in delivering HR solutions. This generalist role involves a strategic focus on key areas, including talent acquisition, talent and performance management, and learning and development. The successful candidate will provide day-today HR support, advise on policies, manage onboarding and offboarding processes, conduct exit interviews, and contribute to ongoing HR transformation projects and policy development. Ideal Candidate 3+ years experience in HR Roles in financial or professional services Bachelors degree in human resources, Business Administration, or related field preferred Excellent communication and interpersonal skills Proficiency in HR software (Workday, ServiceNow) Strong organisational and time management skills NOTE 5 DAYS IN OFFICE -NON- NEGOTIABLE Skills: 3+ years experience Excellent communication skills Proficiency in HR software (Workday,)

What can you expect: This is an exciting opportunity to join one of Mercer's largest and most rapidly-growing business areas - Investment Solutions. Mercer's Investment Solutions (IS) business provides sophisticated implementation and investment services to clients. The business has grown rapidly over recent years with $500bn of client assets now under management globally, c$90bn of which is invested on behalf of International investors. Our Investor base is institutional and typically clients are DB/DC Pension Schemes but the business is expanding into new segments including Insurance & Wealth Management. Mercer's fund range was launched in Europe in September 2006 and currently consists of c.140 Irish-domiciled funds across 5 legal structures. In addition to the ability to provide bespoke solutions to large clients, these funds provide building blocks to support Mercer's wider range of investment and risk management solutions targeting the institutional marketplace. Mercer IS business has seen significant growth over the last few years and believes that demand for its investment solutions will continue to grow over the coming years. The Operations Unit is responsible for the on-boarding of new clients into the funds, launching of new funds, client and fund rebalancing, management of underlying investment manager changes, NAV and valuation oversight, regulatory & tax oversight, management of third party service providers, operational infrastructure changes, development and maintenance of relationships with both internal and external clients and adherence to strict risk controls. The Product Implementation Team sits within the Operations Unit and is responsible for the project management of new fund launches, onboarding, manager changes, and other fund restructure events. This involves the coordination of multiple stakeholders, both internal and external, including Portfolio Management, Legal & Compliance, Operations, Sales, Finance, Technology, Administrator and Depositary, and Investment Managers. The team is also responsible for undertaking and implementing business-wide initiatives and efficiency projects. Candidates will ideally have good experience in project management and a knowledge about Irish Funds including UCITS and AIFs, and an understanding of the regulatory regime. Reporting to the Fund Change Manager, the role will be dynamic and diverse, requiring an individual with exceptionally strong project management, organisational, collaboration and communication skills. The role will be dynamic and diverse, requiring an individual that has a background across Funds/Asset Management with exceptionally strong people and project management, organisational, collaboration and communication skills. We will rely on you to: Project management: Manage projects including fund launches, manager changes, fund of funds additions and fund restructures. Maintain project plans and timelines to ensure successful implementation of project initiatives. Stakeholder engagement: Collaborate with key internal stakeholders throughout the whole project lifecycle. Manage relationship with key external stakeholders including the depositary and administrator to the funds that MGIE is appointed as investment manager. Documentation: Prepare and contribute to drafting fund documentation such as fund supplement and prospectus, client agreements, and investment management agreements. Team collaboration and support: Provide support to the team for technical queries, BAU deadlines and complex projects. Provide support to the Product Implementation Manager on operational change, risk management and overall operational planning. Maintain team processes documentation, best practices, and project milestones. Develop and drive process improvement initiatives to improve quality and efficiency. Participate in team discussions and assist in training other team members. What you need to have: Funds or Asset Management experience. Excellent organisational and project management skills. Strong communication and collaboration skills, the ability to communicate with project stakeholders effectively is important. Highly motivated, driven and focused. Ability to work under own initiative and work effectively in a team and build positive relationships. Confident in decision making, manages uncertainty effectively, anticipates and resolves barriers to implementing changes and instils Mercer philosophy and culture into all practices. Ability to work in a dynamic high performing team, supporting your team colleagues while leading, driving and managing your own tasks and projects. What makes you stand out: Experience in the project management of Irish fund launches would be a strong advantage. Technical knowledge of fund structures, parties to the fund and fund types. Understanding of operational and reputational risks in a fund and the operational control environment required to manage these risks. Why join our team: We help you be your best through professional development opportunities, interesting work and supportive leaders. We foster a vibrant and inclusive culture where you can collaborate with talented colleagues to create new solutions and have impact for colleagues, clients and communities. Our scale enables us to provide a range of career opportunities. Mercer, a business of Marsh McLennan (NYSE: MMC), is a global leader in helping clients realize their investment objectives, shape the future of work and enhance health and retirement outcomes for their people. Marsh McLennan is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman. With annual revenue of 24 billion and more than 90,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit or follow on LinkedIn and X. Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age, background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, Traveller community, or any other characteristic protected by applicable law. We are an equal opportunities employer. We are committed to providing reasonable support to any candidate with a disability/health condition to allow them to fully participate in the recruitment process. We welcome candidates to contact us at to discuss any specific needs. Marsh McLennan is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh McLennan colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one "anchor day" per week on which their full team will be together in person. To be considered for this role you will be redirected to and must complete the application process on our careers page. To start the process, click the Apply button below to Login/Register.

Equity Analyst - Fundamental Value Equities Promoting a Culture of Excellence We know our success hinges on attracting the best people to join us. Our people are our greatest asset: highly skilled, engaged and productive teams are essential to our success. We hire talented and diverse employees that are aligned with our dedication to help our clients, and those who rely on them, achieve financial security. We insist on, and reward, performance excellence. We want to help you to build a fulfilling career, aiming to be the employer of choice by offering great compensation, development opportunities, and a work environment that promotes a diverse array of people, ideas and skills. The Company State Street Investment Management is a global leader in institutional asset management, entrusted with more than $xx trillion in assets. We partner with many of the world's largest, most sophisticated investors and financial intermediaries to assist them reach their goals through a rigorous, research-driven investment process spanning both indexing and active disciplines. We want to help our clients, and the millions of people who depend on them. To get this right, we are passionate about thoroughly understanding the specific needs of those we serve. We apply our experience and intellectual rigour across a broad toolkit to develop and lead thoughtful, targeted solutions aimed at ensuring their success. The Team: State Street IM's Dublin-based Fundamental Value Equity Team seeks to invest in undervalued equities through bottom-up, value-based stock selection grounded in rigorous fundamental analysis and a long-term investment horizon. The concentrated nature of our suite of global and regional portfolios ensures that our investments are active high-conviction positions focused on what we believe are our most compelling opportunities. Role Summary/Purpose: We are now seeking to recruit an Equity Analyst to join one of our six global sector-specific research units. You would be responsible for delivering excess returns through security selection in a global sector, adhering to an investment approach that is consistent with our long-standing investment philosophy. Essential Responsibilities: Meet with, analyze, model, and value the equity securities of global publicly listed corporations. Engage with colleagues on the global sector team to run the global sector sleeve of our research portfolio. Recommend investments for inclusion in our suite of concentrated regional and global strategies. Contribute to a culture of continuous improvement with regard to our investment process and suite of investment models and tools Become a thoughtful and compelling advocate for our investment approach both internally and externally. Basic Qualifications: Bachelor's Degree, preferably in a business-related discipline CFA, MBA or accounting qualification would be an advantage Desired Characteristics: Deep domain sector knowledge - most likely gained either as an analyst, or in a corporate strategy or strategic consulting role. Excellent financial analysis and valuation skillset, with an ability to incorporate qualitative and quantitative analysis into research. Capacity for differentiated thinking, and ability to challenge the status quo in order to drive optimal investment decisions Strong teammate who is able to work collaboratively - excellent interpersonal and facilitation skills Strong communication skills, including the ability to work well with people at all levels of the organization and develop/nurture external relationships. Real passion for investing in companies and markets Ability to demonstrate initiative and work independently; aptitude to self-direct and set priorities in a fast-paced environment You will be curious, highly organized, with a passion for detail and a strong work ethic Demonstrated personal and professional integrity Across the world, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are critical to our continued success. Our promise to maintain an environment where every employee feels valued and able to meet their full potential infuses our values. It's also part of our dedication to inclusion, development and engagement, and corporate social responsibility. You'll have tools to help balance your professional and personal life, paid volunteer days, and access to employee networks that help you stay connected to what matters to you. Join us. State Street is an Affirmative Action/ Equal Opportunity Employer/Vet/Disability. To be considered for this role you will be redirected to and must complete the application process on our careers page. To start the process click the Continue to Application or Login/Register to apply button below.

Financial Planning Manager Our client, a leading global wealth manager, is currently seeking a Financial Planning Manager to join their Dublin based team. This is an excellent opportunity for a sales driven individual who is looking to grow their career within a global firm. The Job: Meeting with HNW clients to discuss investment opportunities Driving wealth management sales in Ireland Gathering new clients and assets for the firm Extensive networking & direct consultative selling Dedicated portfolio management Retention of client relationships The Candidate: 5+ years of success providing financial advice to clients Proven individual sales success with retail clients Quantifiable track record in closing new investor business Outstanding sales ability with proven sales track record Strong work ethic Excellent interpersonal communication skills The Package: Full benefits package on offer with this role. In addition there is a vey lucrative bonus/commission structure so so OTE would be expected to be at least €120,000 in year one and higher thereafter. If interested, please email Alan Bluett with a current CV. Skills: pensions Sales Business Development New Business Development Investments Financial Planning qfa Benefits: Group Life Assurance Medical Aid / Health Care Mobile Phone Paid Holidays Pension Fund Performance Bonus

Financial Planning & Sales Manager Our client, a leading global investment manager, is seeking a SeniorFinancial Planner to join their locally based team. This is an great opportunity for a sales driven financial advisor who is looking to grow their career within a global investment manager. The Job: Meeting with private clients to discuss investment opportunities Driving wealth management in Ireland Sourcing new clients & assets for the firm Extensive networking & direct selling of wealth management Dedicated portfolio management Retention of key client relationships The Candidate: Min 6 years of successfully providing financial advice Proven individual sales success with retail clients Quantifiable track record in closing new private client business Great sales ability with proven sales track record Good work ethic Excellent interpersonal communication skills The Package: Full benefits package on offer with this role. In addition there is a vey lucrative bonus/commission structure so so OTE would be expected to be at least €120,000 in year one and higher thereafter. If interested, please email Alan Bluett with a current CV. Skills: Sales Business Development Investment Advice QFA Financial Advisor Ealth manager Wealth Management Benefits: Group Life Assurance Laptop Medical Aid / Health Care Mobile Phone Paid Holidays Pension Fund Performance Bonus

360 Search are hiring for a Head of Financial Planning to support a growing Wealth & Financial Planning team. This role is critical in providing high-quality financial advice while managing and supporting an existing team of Private Client Consultants, with plans to grow and develop the team further. The Hiring Firm are well-established and have experienced immense growth in Ireland across Financial Planning & Employee Benefits, along with other core areas. The job: Lead, mentor, and develop a team of Private Client Consultants, ensuring consistent growth and high performance Conduct regular one-on-one meetings to set objectives, review performance, and provide coaching to improve client service and revenue generation Develop and implement best practices for financial planning and advisory services within the team Manage team schedules, including holiday approvals and workload distribution, to ensure seamless client service Identify training opportunities to keep the team updated on industry trends and regulatory changes Foster a collaborative and accountable team culture focused on excellence Answer and guide team members on their client technical queries, positioning, and financial plans Manage and expand a personal portfolio of high-net-worth clients, providing expert financial planning services, including estate planning, investment strategies, retirement planning, and risk management Drive business growth through a mix of fee-based financial planning and commission-based product recommendations (pensions, investments, and life assurance) The candidate: Excellent interpersonal, communication, and relationship management skills. Ability to balance leadership responsibilities with personal client engagement to drive both team and business growth. Proficiency in financial planning software, particularly Voyant Certified Financial Planner (CFP) Proficiency in financial planning software, particularly Voyant. A minimum of a bachelors degree in finance, Economics, Business, or a related field. Proven leadership experience in financial advisory or wealth management, with a focus on motivating and developing teams. Tax qualification is desirable Full drivers license Skills: People Management New Business Development Sales Management Financial Planning Financial Advisor

Armont Recruitment have partnered with a well-established financial services brokerage firm who are seeking a Life & Pensions Administrator to join their expanding team in Dublin City. The successful candidate will be QFA qualified or working towards same, who is seeking an opportunity to expand on their current experience, whilst developing further career opportunities. The Role Providing insurance & pension administration support to existing and new client base Analysis of existing client arrangements as well as new business processing Preparation of suitability statements Retirement fund evaluation and research Compliance implementation Provide detailed report preparation The Candidate APA qualified at a minimum QFA qualified (or working towards) Minimum 1 year experience working across life and pensions administration, or experience within a financial services brokerage firm Technical knowledge of insurance, pension and investment products General knowledge of investment markets Strong customer service focus The Reward Attractive salary and package to be discussed all dependent on experience Skills: Life Pensions Investments Administrator QFA ACA Financial Planning