• Permanent
  • Ireland
  • Ref No: J6590
  • Qualification: Part Qualified
    Nearly/Newly Qualified

Duties and responsibilities:

Successful candidates should have the ability to undertake some of the following:
1. Technical skills
 running and interpreting asset liability models (“ALM”);
 identifying suitable investment strategies based on ALM output;
 identifying suitable investment structures to implement strategies, taking into account individual client’s circumstances and preferences;
 conducting investment manager research and formulating views on investment managers’ capabilities;
 conducting investment manager selection exercises, leading clients to reach decisions on managers;
 assessing investment management agreements and negotiating terms with investment management providers;
 agreeing the basis of and overseeing transfers of assets between investment managers;
 maintaining up-to-date knowledge of market practice and legislation;
 undertaking performance and risk assessment of portfolios; and
 presenting the different investment requirements of defined benefit and defined contribution schemes, including AVCs, and suitable investment options.

2. Non-technical skills
 Be able to delegate tasks effectively and juggle variable, sometimes high, workloads;
 build relations with clients and ensure client needs are identified and met, driving the partner where appropriate;
 get involved with clients, know what we do for the client and think of what we might do in addition;
 communicate clearly;
 draft advice to a standard that he/she would be happy to sign;
 share ideas and present persuasive arguments;
 work to agreed deadlines, giving regular unsolicited progress reports;
 demonstrate commercial awareness;
 work within a team environment; and
 participate positively in team discussions.

Qualifications and experience:
 Making good progress towards FIA, FFA or CFA;
 Alternatively, background in pensions consultancy, with some direct experience in investment advisory role for at least two years.

Contact Paul at 016099404 or paul@acumen-resources.com for further details.

Acumen Resources specialises in the recruitment of the following professionals:
Chief Actuary | Head of Actuarial Function | Actuarial Director | Actuarial Function Holder | CRO | CFO | Actuarial Manager | Valuations Actuary | Product Development Actuary | Pricing & Reserving Actuary | Solvency II Actuary | Life Insurance Actuary | General Insurance Actuary | Non Life Actuary | Pensions Actuary | Investment Actuary | Capital Modelling Actuary | Capital Management Actuary | Risk Management Actuary | Enterprise Risk Management Actuary | Newly & Nearly Qualified Actuary| Part Qualified Actuary | Trainee Actuary| Actuarial Trainee | Student Actuary | Actuarial Graduate | Dublin | Ireland

Tagged as: Investment, Systems

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