Portfolio Management Associate

Responsibilities

• Assisting with the development of long-term client relationships through effective management of service requirements and subsequent delivery to private, corporate and intermediary clients under the remit of the Global Strategist. 
• Providing services as required to Global Strategists clients, including placing pre-trade orders, trade orders and after trade reporting as required, issuance of valuation reports, tax reports, reviewing client mandates, completion of client reviews, updating KYC and other DCI system regulatory updates.
• Assisting Global Strategist with the development new business opportunities and generating wider revenue streams with existing clients via Cantor Fitzgerald Ireland
• Assisting the Global Strategist with the development of an annual business plan, including relationship plans for each client, relating to commission and commission growth, fee and fee growth, portfolio performance and funds under management targets.
• Supporting the Discretionary team in completing a variety of activities not limited to the production of factsheets, trading and responding to client queries.
• Client entertainment – proactive involvement with client base in terms of social events, sporting events etc.