Senior Portfolio Analyst

• Salary Competitive salary and benefits package
• Date Opened 09/03/2026
• Job Type Full time
• Work Experience 5-7 years
• City Dublin
• Province Dublin
• Country Ireland
• Postal Code D

About Us

Elevate Partners is a boutique Search Firm dedicated to Financial Services appointments across Europe. Covering sectors such as:

• Accounting and Finance
  
• Asset and Wealth Management
  
• Aircraft Leasing
  
• Energy and Infrastructure
  
• ESG and Sustainability
  
• Investment Banking
  
• Private Equity
  
• Risk and Compliance
  

Job Description

We are currently working with a leading Wealth Management firm who are looking to hire a Senior Portfolio Analyst to join their Investments team.

Responsibilities of this Senior Portfolio Analyst Job:

• Work with the senior members on monitoring and reporting of performance and risk of funds and portfolios managed by the firm to internal and external benchmarks
• Monitor risk exposures across portfolios, including market, credit and liquidity risks
• Supporting the Investment Committee's evaluations and decisions with ad hoc investment analysis related to the current or prospective products
• Monitoring of funds allocations and trades in line with investment policies
• Analysing and effectively communicating the drivers of this performance to the different stakeholders including client advisors

Requirements of this Senior Portfolio Analyst Job:

• 5+ years of relevant experience
• CFA qualification or working towards
• Familiar with multi-asset portfolios and institutional investment strategies
• Strong interest in financial modelling, portfolio analytics, statistical analysis and data modelling

For more information on this, Senior Portfolio Analyst job or to discuss in more detail, contact Aoife Stokes at or apply directly below.