Investment Fund Consultant

  • Excellent
  • Dublin, Leinster, Ireland Dublin Leinster IE
  • Permanent, Full time
  • Mason Alexander
  • 05 Feb 18 2018-02-05

An exciting opportunity to join a rapidly-growing business area – delegated investment solutions. This mid-level / senior role within our 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.
  • Develop in-depth knowledge of fund structures and solutions in order to explain and communicate to colleagues and clients.
  • Meeting clients to review current investment arrangements, discuss market /industry developments and potential changes to consider / implement.
  • Support and influence the development of overall client-service delivery across the entire Delegated Solutions client base, ensuring a first-class customer experience in a scalable way.
  • 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 our clients.
  • Delivery of investment output & documentation within critical timelines



  • Third level qualification with strong academic track record.
  • Knowledge and experience of investment markets across range of assets:
  • Would suit qualified / near-qualified Actuary or CFA holder


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