Associate Director Investment Management at Evelyn Partners

Dublin, Leinster, Ireland -

Full Time

Start Date

Immediate

Expiry Date

09 Aug, 26

Salary

0.0

Posted On

11 May, 26

Experience

10 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Investment Portfolio Management, Financial Analysis, Investment Modelling, Quantitative Analysis, Leadership, Risk Management, Regulatory Compliance, Client Relationship Management, Strategic Planning, Excel, Investment Software Platforms, Communication, Presentation Skills, Strategic Thinking

Industry

Financial Services

Description

Company Description Evelyn Partners Europe provides investment management and retirement advice to help clients embrace what’s next for them. We are a team of 15 professionals based in the heart of Dublin, in our modern office overlooking Stephens Green. We are regulated by the Central Bank of Ireland. Evelyn Partners Group Evelyn Partners Group is one of the largest UK and Ireland wealth managers ranked by client assets, collectively looking after £68.6bn of assets under management, (as at 31 December 2025), for our clients, which we've been doing for nearly 200 years. Our success hinges on our people and that's our secret for longevity. We are a team of passionate professionals and everything we do is guided by our purpose - placing the power of good advice into more hands, we go further to understand the needs of our clients and what matters most to them. We're here to help them make significant decisions with confidence, provide strong foundations for the future and guide them towards their goals. Job Description What will you be doing? We are seeking an ambitious Investment professional, to join Evelyn Partners to join our investment team in Dublin, as an Associate Director Investment Management. In this pivotal role, you will lead investment initiatives, manage portfolio strategies, and drive performance across our client base. You will combine strategic vision with analytical rigor to deliver exceptional investment outcomes while overseeing a team of investment professionals. What's in it for me? You will be empowered to, build and scale a client portfolio, with new investment propositions, processes, or portfolio ideas backed by the resources and client base of a major firm. You will be expected to take ownership of strategic initiatives and see your decisions translate directly into client outcomes, commercial impact, and firm‑wide direction. This is a hybrid working role with a requirement to be in the office 3 days per week. Qualifications Some of your responsibilities will be to: Lead and oversee investment portfolio management activities, ensuring alignment with client objectives and risk parameters Develop and execute investment strategies that optimize returns while maintaining compliance with regulatory requirements Conduct comprehensive financial analysis and modelling to support investment decisions and strategic recommendations Manage and mentor a team of investment professionals, providing guidance on best practices and performance expectations Monitor market trends, economic indicators, and competitive landscape to identify opportunities and risks Prepare detailed performance reports and investment analytics for senior management and institutional clients Establish and maintain strong relationships with key clients, understanding their investment needs and delivering tailored solutions Ensure adherence to all regulatory requirements and internal compliance policies within the investment management function Collaborate with cross-functional teams including risk management, operations, and compliance to optimize investment processes Participate in strategic planning initiatives to enhance investment capabilities and market positioning Skills, Experience & Qualifications CFA/ QFA designation or equivalent professional certification Experience in investment management, portfolio management, or related financial services roles Proven track record of successfully managing investment portfolios and delivering consistent performance results Strong expertise in financial analysis, investment modelling, and quantitative analysis Demonstrated leadership experience managing and developing investment teams In-depth knowledge of risk management frameworks and regulatory compliance in investment management Advanced proficiency with investment management software platforms and financial analysis tools Expert-level Excel skills with advanced financial modelling capabilities Strong understanding of institutional investment products and client relationship management Experience working in the Dublin or broader European investment market Excellent communication and presentation skills for client and stakeholder engagement Strategic thinking ability with a detail-oriented approach to investment analysis and decision-making Additional Information As a colleague here at Evelyn Partners, you will have access to benefits that include: Competitive salary Private medical insurance Life assurance Pension contribution Hybrid working model (role dependant) Generous holiday package Option to purchase additional holiday Shared parental leave We are proud to value the differences that a diverse workforce brings, representative of society and our clients. At Evelyn Partners we have a wide range of highly active employee resource groups and we're delivering multiple diversity, equity and inclusion initiatives across the organisation. It is our commitment to provide a workspace where all colleagues, regardless of identity, background, or circumstance, feel respected as individuals and feel that they can achieve their full potential and work in a safe, supportive, and inclusive environment. We are happy to make any reasonable adjustments to accommodate for your needs throughout the application process. Please let your Recruiter know. Office Location: Dublin : Dublin (Ballsbridge)

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Responsibilities

Lead investment initiatives and manage portfolio strategies to drive performance across the client base. Oversee a team of investment professionals while ensuring alignment with client objectives and regulatory requirements.