36 Portfolio Manager jobs in Ireland
Portfolio Manager
Dublin, Leinster
Kone Plc
Posted 20 days ago
Job Viewed
Job Description
Purpose The Portfolio Manager is developing mutually beneficial relationships between KONE and customers across core 1 and 2 customers and responsible for maximizing KONEs current and future share of customers business by identifying solutions and developing processes that add value to both KONE and the customer. Key Responsibilities & Key Activities: Customer relationship management Accountable for managing assigned National Core 1 and 2 customers Accountable for accuracy of customer data and hierarchies Accountable for customer plans, their approval and follow-up with the unit management Accountable for building and coordinating relationships on many levels between customers organization and KONE as well as other stakeholders Responsible of evaluating any commercial or operational risks or customer complaints related to the account and raising them with the Management team Sell Responsible for creating and managing opportunities within assigned customer base Creates value propositions with clearly described benefits of KONE solutions for customers needs including Digital Solutions i.e. 24/7 Connected Services Accountable for national or frame agreements and managing the customers contract portfolio Responsible for developing the profitability of the customers business with KONE according to the account plan Renegotiation and cancellation prevention Renegotiates expiring contracts proactively Ensure PO process followed Responds and resolves cancellation risks Defends price escalation and resolve issues Monitor and resolve suspended contracts if any Pre qualifications support and submission Tender preparation Quotation/offer preparation Operational report running Meeting preparation Complaint and query handling Solves any complaints with the rest of KONE team Handles queries Supports the finance function in money collection Data quality and communications to ensure customer experience Monitors the leads and new opportunities in CRM and assigns them to right person Documents the customer and contact information, maintains customer data Skills & Key Experiences Previous key account management is essential Lifts industry experience is beneficial but not essential Experience in delivering internal and external presentations Knowledge of SAP & Salesforce is beneficial Excellent communication skills and the ability to convey information to both influence and negotiate good working relationships with customers and colleagues Identifying and mitigating potential risks within the portfolio We offer a competitive salary, 21 days holiday and 10 additional Bank Holidays, Pension Scheme, Development opportunities and development reviews to help you achieve your professional goals. Endless support from experienced leaders within the lifts industry, Quarterly Commission, Car, Hybrid working.
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0
Portfolio manager
Dublin, Leinster
Kone Plc
Posted 1 day ago
Job Viewed
Job Description
Purpose The Portfolio Manager is developing mutually beneficial relationships between KONE and customers across core 1 and 2 customers and responsible for maximizing KONEs current and future share of customers business by identifying solutions and developing processes that add value to both KONE and the customer. Key Responsibilities & Key Activities: Customer relationship management Accountable for managing assigned National Core 1 and 2 customers Accountable for accuracy of customer data and hierarchies Accountable for customer plans, their approval and follow-up with the unit management Accountable for building and coordinating relationships on many levels between customers organization and KONE as well as other stakeholders Responsible of evaluating any commercial or operational risks or customer complaints related to the account and raising them with the Management team Sell Responsible for creating and managing opportunities within assigned customer base Creates value propositions with clearly described benefits of KONE solutions for customers needs including Digital Solutions i.e. 24/7 Connected Services Accountable for national or frame agreements and managing the customers contract portfolio Responsible for developing the profitability of the customers business with KONE according to the account plan Renegotiation and cancellation prevention Renegotiates expiring contracts proactively Ensure PO process followed Responds and resolves cancellation risks Defends price escalation and resolve issues Monitor and resolve suspended contracts if any Pre qualifications support and submission Tender preparation Quotation/offer preparation Operational report running Meeting preparation Complaint and query handling Solves any complaints with the rest of KONE team Handles queries Supports the finance function in money collection Data quality and communications to ensure customer experience Monitors the leads and new opportunities in CRM and assigns them to right person Documents the customer and contact information, maintains customer data Skills & Key Experiences Previous key account management is essential Lifts industry experience is beneficial but not essential Experience in delivering internal and external presentations Knowledge of SAP & Salesforce is beneficial Excellent communication skills and the ability to convey information to both influence and negotiate good working relationships with customers and colleagues Identifying and mitigating potential risks within the portfolio We offer a competitive salary, 21 days holiday and 10 additional Bank Holidays, Pension Scheme, Development opportunities and development reviews to help you achieve your professional goals. Endless support from experienced leaders within the lifts industry, Quarterly Commission, Car, Hybrid working.
This advertiser has chosen not to accept applicants from your region.
1
Pricing Portfolio Manager - General Insurance
Dublin, Leinster
Abrivia
Posted 20 days ago
Job Viewed
Job Description
Pricing Portfolio Manager - General Insurance We're hiring a Portfolio Manager to lead a high-impact function within a global insurance group. In this role, you'll shape portfolio strategy, enhance underwriting and pricing performance, and work closely with Distribution, third-party partners, and senior leadership. If you're someone who thrives on turning complex data into commercial insight and enjoys leading teams to deliver results, this could be your next big move. The role reports into the Head of Retail Underwriting. While insurance qualifications (like CIP or ACII) are beneficial, we're equally interested in candidates with qualifications in accounting, actuarial, risk, or data science. What matters most is strong financial and analytical acumen. What You'll Be Doing Lead and mentor teams of underwriters, actuaries, and data experts to deliver performance across key lines of business. Own portfolio management activities, refining pricing, underwriting strategy, and performance monitoring. Collaborate with Distribution and third-party partners to enhance customer outcomes and profitability. Ensure compliance with regulatory standards in Ireland, the UK, and Group policies. Monitor KPIs and business trends to identify risks, opportunities, and improvements. Act as business lead on strategic projects and regularly brief senior leaders on portfolio performance and emerging risk. Develop and maintain data-driven portfolio tools to support retail line reviews. Support and grow internal talent-set objectives, conduct performance reviews, and plan for succession. Build a strong, engaged team by acting on employee feedback and championing a high-performing culture. ? What You Bring 5-7 years' experience in pricing, underwriting, risk, or financial control, with 3+ years in a leadership role. Strong commercial acumen and a proven ability to drive results through teams. Bachelor's degree in a relevant field (accountancy, business, or actuarial), with insurance qualifications such as a Diploma in Insurance or ACII being an advantage. Deep understanding of general insurance, underwriting performance, and regulatory frameworks in Ireland and the UK. Strong communication and stakeholder management skills - able to translate complex data into clear action. A collaborative, people-first leadership style with a commitment to developing others. This is a Controlled Function under the Central Bank of Ireland's Fitness & Probity Regime. Sound like your next challenge? For more information on this role please feel free to call contact Honor - all applications are in the strictest of confidence. Skills: Pricing Data General Insurance Motor Property Portfolio Management Benefits: Excellent Benefit Package
This advertiser has chosen not to accept applicants from your region.
2
Pricing portfolio manager - general insurance
Dublin, Leinster
Abrivia
Posted 1 day ago
Job Viewed
Job Description
Pricing Portfolio Manager - General Insurance We're hiring a Portfolio Manager to lead a high-impact function within a global insurance group. In this role, you'll shape portfolio strategy, enhance underwriting and pricing performance, and work closely with Distribution, third-party partners, and senior leadership. If you're someone who thrives on turning complex data into commercial insight and enjoys leading teams to deliver results, this could be your next big move. The role reports into the Head of Retail Underwriting. While insurance qualifications (like CIP or ACII) are beneficial, we're equally interested in candidates with qualifications in accounting, actuarial, risk, or data science. What matters most is strong financial and analytical acumen. What You'll Be Doing Lead and mentor teams of underwriters, actuaries, and data experts to deliver performance across key lines of business. Own portfolio management activities, refining pricing, underwriting strategy, and performance monitoring. Collaborate with Distribution and third-party partners to enhance customer outcomes and profitability. Ensure compliance with regulatory standards in Ireland, the UK, and Group policies. Monitor KPIs and business trends to identify risks, opportunities, and improvements. Act as business lead on strategic projects and regularly brief senior leaders on portfolio performance and emerging risk. Develop and maintain data-driven portfolio tools to support retail line reviews. Support and grow internal talent-set objectives, conduct performance reviews, and plan for succession. Build a strong, engaged team by acting on employee feedback and championing a high-performing culture. ? What You Bring 5-7 years' experience in pricing, underwriting, risk, or financial control, with 3+ years in a leadership role. Strong commercial acumen and a proven ability to drive results through teams. Bachelor's degree in a relevant field (accountancy, business, or actuarial), with insurance qualifications such as a Diploma in Insurance or ACII being an advantage. Deep understanding of general insurance, underwriting performance, and regulatory frameworks in Ireland and the UK. Strong communication and stakeholder management skills - able to translate complex data into clear action. A collaborative, people-first leadership style with a commitment to developing others. This is a Controlled Function under the Central Bank of Ireland's Fitness & Probity Regime. Sound like your next challenge? For more information on this role please feel free to call contact Honor - all applications are in the strictest of confidence. Skills: Pricing Data General Insurance Motor Property Portfolio Management Benefits: Excellent Benefit Package
This advertiser has chosen not to accept applicants from your region.
3
Pricing portfolio manager - general insurance
Dublin, Leinster
Abrivia
Posted 1 day ago
Job Viewed
Job Description
Pricing Portfolio Manager - General Insurance We're hiring a Portfolio Manager to lead a high-impact function within a global insurance group.
In this role, you'll shape portfolio strategy, enhance underwriting and pricing performance, and work closely with Distribution, third-party partners, and senior leadership.
If you're someone who thrives on turning complex data into commercial insight and enjoys leading teams to deliver results, this could be your next big move.
The role reports into the Head of Retail Underwriting.
While insurance qualifications (like CIP or ACII) are beneficial, we're equally interested in candidates with qualifications in accounting, actuarial, risk, or data science.
What matters most is strong financial and analytical acumen.
What You'll Be Doing Lead and mentor teams of underwriters, actuaries, and data experts to deliver performance across key lines of business.
Own portfolio management activities, refining pricing, underwriting strategy, and performance monitoring.
Collaborate with Distribution and third-party partners to enhance customer outcomes and profitability.
Ensure compliance with regulatory standards in Ireland, the UK, and Group policies.
Monitor KPIs and business trends to identify risks, opportunities, and improvements.
Act as business lead on strategic projects and regularly brief senior leaders on portfolio performance and emerging risk.
Develop and maintain data-driven portfolio tools to support retail line reviews.
Support and grow internal talent-set objectives, conduct performance reviews, and plan for succession.
Build a strong, engaged team by acting on employee feedback and championing a high-performing culture.
? What You Bring 5-7 years' experience in pricing, underwriting, risk, or financial control, with 3+ years in a leadership role.
Strong commercial acumen and a proven ability to drive results through teams.
Bachelor's degree in a relevant field (accountancy, business, or actuarial), with insurance qualifications such as a Diploma in Insurance or ACII being an advantage.
Deep understanding of general insurance, underwriting performance, and regulatory frameworks in Ireland and the UK.
Strong communication and stakeholder management skills - able to translate complex data into clear action.
A collaborative, people-first leadership style with a commitment to developing others.
This is a Controlled Function under the Central Bank of Ireland's Fitness & Probity Regime.
Sound like your next challenge? For more information on this role please feel free to call contact Honor - all applications are in the strictest of confidence.
Skills: Pricing Data General Insurance Motor Property Portfolio Management Benefits: Excellent Benefit Package
In this role, you'll shape portfolio strategy, enhance underwriting and pricing performance, and work closely with Distribution, third-party partners, and senior leadership.
If you're someone who thrives on turning complex data into commercial insight and enjoys leading teams to deliver results, this could be your next big move.
The role reports into the Head of Retail Underwriting.
While insurance qualifications (like CIP or ACII) are beneficial, we're equally interested in candidates with qualifications in accounting, actuarial, risk, or data science.
What matters most is strong financial and analytical acumen.
What You'll Be Doing Lead and mentor teams of underwriters, actuaries, and data experts to deliver performance across key lines of business.
Own portfolio management activities, refining pricing, underwriting strategy, and performance monitoring.
Collaborate with Distribution and third-party partners to enhance customer outcomes and profitability.
Ensure compliance with regulatory standards in Ireland, the UK, and Group policies.
Monitor KPIs and business trends to identify risks, opportunities, and improvements.
Act as business lead on strategic projects and regularly brief senior leaders on portfolio performance and emerging risk.
Develop and maintain data-driven portfolio tools to support retail line reviews.
Support and grow internal talent-set objectives, conduct performance reviews, and plan for succession.
Build a strong, engaged team by acting on employee feedback and championing a high-performing culture.
? What You Bring 5-7 years' experience in pricing, underwriting, risk, or financial control, with 3+ years in a leadership role.
Strong commercial acumen and a proven ability to drive results through teams.
Bachelor's degree in a relevant field (accountancy, business, or actuarial), with insurance qualifications such as a Diploma in Insurance or ACII being an advantage.
Deep understanding of general insurance, underwriting performance, and regulatory frameworks in Ireland and the UK.
Strong communication and stakeholder management skills - able to translate complex data into clear action.
A collaborative, people-first leadership style with a commitment to developing others.
This is a Controlled Function under the Central Bank of Ireland's Fitness & Probity Regime.
Sound like your next challenge? For more information on this role please feel free to call contact Honor - all applications are in the strictest of confidence.
Skills: Pricing Data General Insurance Motor Property Portfolio Management Benefits: Excellent Benefit Package
This advertiser has chosen not to accept applicants from your region.
4
Financial Planning Consultant
Dublin, Leinster
AON Ireland
Posted 2 days ago
Job Viewed
Job Description
Financial Planning Consultant Do you have experience providing consultative financial planning advice? Would you like to be part of a highly qualified team that helps individuals make better financial decisions through cashflow modelling? If so, this may be the role for you! This hybrid role provides flexibility to work both virtually and from our Dublin office. Aon is in the business of better decisions At Aon, we shape decisions for the better to protect and enrich the lives of people around the world. As an organization, we are united through trust as one inclusive, diverse team, and we are passionate about helping our colleagues and clients succeed. What the day will look like You will be providing tailored advice to individual clients on retirement planning, investments and all areas of Financial Planning. Key Responsibilities include: Meeting clients / Generating Leads / Project work Providing financial advice to a new and existing client base Managing and continuously building relationships with the Aon client portfolio Developing new business opportunities through internal and external channels Achieving agreed sales targets and team-based goals Adhering to standards/codes/rules set by regulators & Aon Managing local projects that contribute to the overall team proposition. How this opportunity is different We can offer you a fun and engaging environment working with some of the best people in our industry. The Financial Planning team emphasise a high quality, client first approach, enabling clients to make better decisions. Our Financial Planning solution operate on a team-based approach. Each member of the team is valued and are encouraged to provide input into overall proposition. We will reward your efforts with a competitive salary and a very comprehensive benefits package including a generous discretionary bonus, a great pension scheme, healthcare allowance, life assurance and other benefits. Skills and experience that will lead to success Previous consultative financial planning experience using Voyant as the basis of client engagements Acquired or working towards Certified Financial Planner (CFP) qualification Have strong interpersonal skills with the ability to build and maintain solid client relationships Strong history of delivering on agreed sales targets Understanding of relevant regulatory requirements required Have a background in generating leads from a Corporate client base Demonstrate an ability to build strong internal relationships, trust and credibility Excellent presentation and communication skills Be a Team player with a focus on working as one team Possess a full driver's license. How we support our colleagues In addition to our comprehensive benefits package, we encourage an inclusive workforce. Plus, our agile environment allows you to manage your wellbeing and work/life balance, ensuring you can be your best self at Aon. Furthermore, all colleagues enjoy two "Global Wellbeing Days" each year, encouraging you to take time to focus on yourself. We offer a variety of working style solutions for our colleagues as well. Our continuous learning culture inspires and equips you to learn, share and grow, helping you achieve your fullest potential. As a result, at Aon, you are more connected, more relevant, and more valued. Aon values an innovative and inclusive workplace where all colleagues feel empowered to be their authentic selves. Aon is proud to be an equal opportunity workplace. Aon provides equal employment opportunities to all employees and applicants for employment without regard to race, colour, religion, creed, sex, sexual orientation, gender identity, national origin, age, disability, veteran, marital, domestic partner status, or other legally protected status. We welcome applications from all and provide individuals with disabilities with reasonable adjustments to participate in the job application, interview process and to perform essential job functions once onboard. 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.
This advertiser has chosen not to accept applicants from your region.
5
Financial Planning Analyst
Cork, Munster
Cpl Resources
Posted 14 days ago
Job Viewed
Job Description
Financial Planning Analyst Key Responsibilities: Planning Prepare financial budgets, forecasts, and business plans to financial statement level. Create templates to capture projected operating expenditure. Collect and analyse operating costs for corporate budgets. Develop depreciation forecasts for budget and corporate plans. Assist in producing budgeting, planning, and forecasting presentations. Work with Finance teams to align forecasts with month-end results and explain variances. Support submissions to the Economic Regulator with the Business Partnering Team. Business Partnering Gather and analyse financial information for timely reporting. Build strong working relationships with Business Unit Managers and Finance. Coordinate and deliver annual budgets and quarterly forecasts for asset-related functions. Ensure financial issues related to OPEX/CAPEX are understood and addressed. Confirm cost capitalisation aligns with IFRS and assets are correctly commissioned. Skills & Experience: Relevant degree plus 23 years experience. Accounting qualification (ACA, ACMA, ACCA) or equivalent. Experience in financial planning, budgeting, forecasting, and variance analysis preferred. Advanced Excel skills; modelling/data analytics experience a plus. Strong analytical and problem-solving abilities. Ability to work independently and collaboratively. Proven relationship-building skills. Continuous improvement mindset with high performance standards. APPLY NOW! #CplCorkFin #LI-MB3 Skills: "finance analyst" "finance" "planning analyst"
This advertiser has chosen not to accept applicants from your region.
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6
Financial Planning Analyst
Dublin, Leinster
Gilligan Black Recruitment
Posted 20 days ago
Job Viewed
Job Description
FP&A Controller North Dublin €60k, plus excellent benefits Are you a finance professional looking to move beyond traditional reporting and into a role where your insight directly shapes strategic decision-making? We are currently looking for a Financial Analyst with strong analytical acumen and a proactive mindset. This is not your typical finance role! We are looking for someone who is ready to step into the shoes of a business advisor, not just a reporter of numbers. The Role: As part of a dynamic finance team, you will work alongside the Finance Business Partner to drive business performance and offer consultative financial guidance across departments. Your primary focus will be to improve the business through value-added reporting, analytics, and strategic insight. Key Responsibilities: Go beyond reporting: act as a business partner and financial consultant to stakeholders across the business Lead and deliver value-adding financial analysis focused on performance trends, forecasting, and commercial opportunity evaluation. Take ownership of month-end closing, including preparation of the P&L and Balance Sheet. Prepare and calculate provisions and accruals, ensuring completeness and accuracy. Manage the calculation of variable compensation, liaising closely with regional Payroll and Payments teams. Support internal and external audits, ensuring full transparency and compliance. Requirements: Degree in Finance, Business, or Economics. ACCA qualification advantageous but not essential. 34 years in a financial or audit-related role. Advanced Excel user. Strong understanding of financial processes including P&L, accruals/deferrals. Critical thinker with analytical problem-solving skills. Please apply today for immediate consideration! Skills: ACCA Financial Analysis Financial Planning
This advertiser has chosen not to accept applicants from your region.
7
Financial planning analyst
Dublin, Leinster
Gilligan Black Recruitment
Posted 1 day ago
Job Viewed
Job Description
FP&A Controller North Dublin €60k, plus excellent benefits Are you a finance professional looking to move beyond traditional reporting and into a role where your insight directly shapes strategic decision-making? We are currently looking for a Financial Analyst with strong analytical acumen and a proactive mindset. This is not your typical finance role! We are looking for someone who is ready to step into the shoes of a business advisor, not just a reporter of numbers. The Role: As part of a dynamic finance team, you will work alongside the Finance Business Partner to drive business performance and offer consultative financial guidance across departments. Your primary focus will be to improve the business through value-added reporting, analytics, and strategic insight. Key Responsibilities: Go beyond reporting: act as a business partner and financial consultant to stakeholders across the business Lead and deliver value-adding financial analysis focused on performance trends, forecasting, and commercial opportunity evaluation. Take ownership of month-end closing, including preparation of the P&L and Balance Sheet. Prepare and calculate provisions and accruals, ensuring completeness and accuracy. Manage the calculation of variable compensation, liaising closely with regional Payroll and Payments teams. Support internal and external audits, ensuring full transparency and compliance. Requirements: Degree in Finance, Business, or Economics. ACCA qualification advantageous but not essential. 34 years in a financial or audit-related role. Advanced Excel user. Strong understanding of financial processes including P&L, accruals/deferrals. Critical thinker with analytical problem-solving skills. Please apply today for immediate consideration! Skills: ACCA Financial Analysis Financial Planning
This advertiser has chosen not to accept applicants from your region.
8
Financial planning consultant
Dublin, Leinster
AON Ireland
Posted 1 day ago
Job Viewed
Job Description
Financial Planning Consultant Do you have experience providing consultative financial planning advice? Would you like to be part of a highly qualified team that helps individuals make better financial decisions through cashflow modelling? If so, this may be the role for you! This hybrid role provides flexibility to work both virtually and from our Dublin office. Aon is in the business of better decisions At Aon, we shape decisions for the better to protect and enrich the lives of people around the world. As an organization, we are united through trust as one inclusive, diverse team, and we are passionate about helping our colleagues and clients succeed. What the day will look like You will be providing tailored advice to individual clients on retirement planning, investments and all areas of Financial Planning. Key Responsibilities include: Meeting clients / Generating Leads / Project work Providing financial advice to a new and existing client base Managing and continuously building relationships with the Aon client portfolio Developing new business opportunities through internal and external channels Achieving agreed sales targets and team-based goals Adhering to standards/codes/rules set by regulators & Aon Managing local projects that contribute to the overall team proposition. How this opportunity is different We can offer you a fun and engaging environment working with some of the best people in our industry. The Financial Planning team emphasise a high quality, client first approach, enabling clients to make better decisions. Our Financial Planning solution operate on a team-based approach. Each member of the team is valued and are encouraged to provide input into overall proposition. We will reward your efforts with a competitive salary and a very comprehensive benefits package including a generous discretionary bonus, a great pension scheme, healthcare allowance, life assurance and other benefits. Skills and experience that will lead to success Previous consultative financial planning experience using Voyant as the basis of client engagements Acquired or working towards Certified Financial Planner (CFP) qualification Have strong interpersonal skills with the ability to build and maintain solid client relationships Strong history of delivering on agreed sales targets Understanding of relevant regulatory requirements required Have a background in generating leads from a Corporate client base Demonstrate an ability to build strong internal relationships, trust and credibility Excellent presentation and communication skills Be a Team player with a focus on working as one team Possess a full driver's license. How we support our colleagues In addition to our comprehensive benefits package, we encourage an inclusive workforce. Plus, our agile environment allows you to manage your wellbeing and work/life balance, ensuring you can be your best self at Aon. Furthermore, all colleagues enjoy two "Global Wellbeing Days" each year, encouraging you to take time to focus on yourself. We offer a variety of working style solutions for our colleagues as well. Our continuous learning culture inspires and equips you to learn, share and grow, helping you achieve your fullest potential. As a result, at Aon, you are more connected, more relevant, and more valued. Aon values an innovative and inclusive workplace where all colleagues feel empowered to be their authentic selves. Aon is proud to be an equal opportunity workplace. Aon provides equal employment opportunities to all employees and applicants for employment without regard to race, colour, religion, creed, sex, sexual orientation, gender identity, national origin, age, disability, veteran, marital, domestic partner status, or other legally protected status. We welcome applications from all and provide individuals with disabilities with reasonable adjustments to participate in the job application, interview process and to perform essential job functions once onboard. 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.
This advertiser has chosen not to accept applicants from your region.
9