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Client Services/Client Reporting Associate

Type Permanent

Salary Negotiable

Location Dublin (All)

Ref # 6399

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Barden FS are proud to be partnering with a well-established investment management firm in Dublin, who are looking for a Client Services/Client Reporting Associate to join their middle office function. Reporting directly to the Head of Operations, this role focuses on supporting and developing the company’s institutional business both domestically and internationally. It provides the opoprtunity to work closely with a team of investment professionals and deepen your knowledge of investment markets. 

“This is a lovely role for someone looking to learn a bit of everything. We’re a small team and we have great working relations between us, so there’s a lot of communication and the chance to get stuck into a lot of different things”

About the Role:

  • Working with the Client Services and Business Development teams to develop and maintain strong client relationships.
  • Preparing periodic investment client reports and relevant support materials.
  • Engaging with investment teams/portfolio managers to deepen understanding and application of company strategies, products, and capabilities.
  • Preparation of request for proposals (RFPs) and client due diligence questionnaires (DDQs).
  • Support onboarding activities for new clients, and/or terminations for existing clients and transitions of assets.

About the Person:

  • Bachelor’s degree in a relevant area – Finance, Business, Statistics, Maths, Economics, Accounting, etc.
  • Good working knowledge of investment markets and business development (desirable).
  • Literate and good IT capabilities in Excel, Word and PowerPoint.
  • Strong interpersonal and communication skills, with a commitment to client services.
  • Financial qualifications such as APA or QFA (advantageous).

Barden’s Financial Services recruitment practice is where FS professionals go before they start looking for a job. Make sure you get expert advice about your financial services career from Barden first – your future is just too important to leave to chance.

Apply now to this job

Working with Fionnán’s team
Fionnán O’Sullivan leads a team of insurance, asset management and banking recruitment experts that work exclusively with financial services professionals across Ireland. With a deep understanding of leading FS businesses, team structures, cultures and the nuances of the FS market, Fionnán and his team, many of whom are FS trained themselves, go to great lengths to provide a consultative and supportive service to the people they work with. Fionnán and his team are where financial services professionals in Ireland go for advice before they start looking for a job.

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