Senior Investment Analyst – Fund Selection

Elevate Partners have been retained on an exclusive basis on behalf of a new to market Private Bank who are currently looking to hire a Head of Fund Selection.
This senior leadership role is responsible for overseeing the sourcing, evaluation, and monitoring of third-party investment funds across all major asset classes, including equities (ex-direct equities), fixed income,
and alternatives.
The position plays a central role in shaping the multi-asset investment offering, ensuring portfolios are populated with best-in-class external managers and innovative fund solutions.

Key responsibilities include:

•          Leading the manager selection function and setting the framework for sourcing and due diligence across asset classes.
•          Driving strategic and tactical investment recommendations to align with client objectives and broader investment strategy.
•          Overseeing ongoing monitoring of fund managers, products, and counterparties, ensuring quality and suitability of allocations.
•          Building, maintaining, and leveraging senior relationships with global asset managers and solution providers.
•          Partnering with portfolio management, strategy, and other internal teams to deliver a coherent, high-performing investment proposition.
•          Acting as a visible thought leader, enhancing communications through research, publications, and client/industry events.
•          Mentoring, developing, and managing a team of investment professionals to ensure continuous capability development.

Ideal candidate profile:

•          5  –  10 years of investment experience, with significant expertise in manager/fund selection across equities, fixed income, and alternatives (private markets exposure advantageous).
•          Strong track record in designing and implementing investment selection frameworks and processes at scale.
•          CFA charterholder (or equivalent professional qualification).
•          Demonstrated leadership in ESG/SRI/sustainable investing and integration into investment policy.
•          Exceptional technical investment knowledge with a proven ability to innovate and challenge established practices.
•         Strong communicator and presenter with the ability to influence senior stakeholders and clients.
•          Highly collaborative, commercially minded, and strategically focused.
•          Proficiency with investment tools and platforms (Bloomberg, Morningstar, etc.)

For more information and to arrange a confidential conversation please contact Kevin Menton at kmenton@elevatepartners.ie