Investment Director
| Posted by Eoin Connolly

Leading finance house requires an Investment Director. This role is a senior client facing role, primarily providing support to the Head of Advisory Services.

Key Responsibilities

  • Formation of investment policy (in conjunction with Head of Advisory Services)
  • Production of a quarterly investment outlook for specific client segments (Credit Union Sector)
  • Production of client recommendations
  • Production of quarterly economic reviews
  • Production of material for sales team, including economic data, interest rate outlook/ individual sovereign views etc.,
  • Interaction with international Credit rating agencies
  • Production of Treasury management and bond analysis (spreadsheet based)
  • Formation and oversight of spreadsheet analysis for Credit Union Customer base.
  • Ongoing liaison with various internal parties (research, investment team, trading desk)
  • Ability to interpret new legislation affecting customer base and interaction with various regulatory bodies.

Key Requirements

  • Knowledge of Bloomberg.
  • A minimum of 5 years in a senior position with the financial services industry
  • Candidate should hold CFA/QFA/CFP
  • Candidate should be a Registered Stockbroker of the Irish Stock Exchange or must be willing to acquire the qualification.
  • A background in research or fixed income trading preferable
  • Knowledge of the Credit Union & Charity Sector an advantage
  • Background in Treasury Management an advantage
  • Excellent communication skills, both written and oral.
  • Flexible positive approach to work with the ability to operate tight deadlines and handle multiple demands.
  • Excellent client focus, team player and relationship skills.
  • Client facing experience.
  • High levels of personal initiative.

For more information on this Investment Director job, please contact Eoin Connolly on +353 1 685 4414 or by email

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