About the role
An exciting opportunity has opened up in the Private Clients department for a Director level Equity Advisory Specialist. In the role, the successful candidate will have responsibility for the following:
Equities
- Deliver financial analysis, valuation and risk assessment of Irish equities to the private client audience.
- Liaise with Head of Equities and Head of Global Fundamental Equities fund on their equity lists and fund holdings.
- Where necessary, conduct own equity research and analysis to address specific stock queries.
- Liaise with the Investment Strategy team on macro and market views.
- Work with the Strategy and Selection teams to help develop thematic equity ideas.
Advisory
- Work with the head of investment advisory to promote and develop the broad satellite proposition including thematic funds, investment trusts, tactical calls and real asset funds.
Client Engagement
- Point person for private client advisers on Irish equities and thematic equities.
- Resource for advisers of UHNW clients on customised equity portfolios and specific equity requests.
- Support resource for direct lists and Global Fundamental Equities fund.
- Work with private client advisers on engagement strategies for clients with Irish equity holdings.
- Participate in new business development initiatives and prospect meetings.
- Contribute to the firm’s thought leadership through insight papers, presentations and speaking engagements.
Requirements About you
- We are looking for somebody who has the following background and skills:
- 10+ years of equity research or equity fund management experience.
- Advanced degree in finance, economics or related field. CFA charterholder preferable .
- Comprehensive and practical understanding of fundamental equity analysis, portfolio construction and risk analysis.
- Superior analytical and quantitative skills. · Flexible working style adaptable to working across investment and client teams.
- Excellent communication and presentation abilities.
- Proven track record of building and maintaining client relationships.
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