Advisory Investment Strategist

About Goodbody

Goodbody is a leading financial services firm, committed to serving and growing client relationships for 150 years. We are a full service, investment-led business offering wealth management, asset management, investment banking and private equity services. Our staff of over 400 work in offices across Dublin, London, Cork and Galway. We’re proud to offer prospective employees a professional, collegial work environment that encourages diversity of thought and background. Our reputation in the Irish market for putting customers first is as consistent as the company’s long-standing commitment to giving back to the communities that we work in.

About the Advisory Investment Strategist Role:

The Advisory Investment Strategist plays a pivotal role within Goodbody Wealth Management’s Investment Strategy team, leading the firm’s Advisory investment proposition and generating high‑quality advice and outcomes for clients. 

This is a permanent, high‑impact specialist role that combines deep financial market and investment strategy knowledge with a high degree of stakeholder interaction, content generation, and business development.

The role contributes directly to the growth of our business, delivering advisory investment solutions to relationship managers and strategic advisors, empowering them to provide our investor clients with clear, consistent and compliant advice to meet their investment objectives. 

The Advisory Investment Strategist will report directly to the Head of Investment Strategy and will play a pivotal role in the evolution of Goodbody’s Advisory investment offering.  Subject to experience and qualification, the Advisory Investment Strategist would be expected to participate as a voting member of the firm’s Investment Committee.

Advisory Investment Strategist Accountabilities include:

Content Creation

The Advisory Investment Strategist will be responsible for the delivery of day-to-day and week-to-week market intelligence and content, adapting our existing investment process to motivate relationship managers and engage the Advisory client base.  Written and verbal communication of Advisory investment ideas, trends and themes are among the key scalable deliverables. Proactive motivation and responsive communication should drive high levels of engagement with stakeholders.

Product Innovation

Working closely with the idea generation and content provided by Goodbody Wealth Management’s Chief Investment Officer, asset class specialists, investment selection and investment solutions teams, the Advisory Investment Strategist will seek new and novel products and strategies to best express house views and themes in the Advisory context.  Advisory solutions are based on reference model portfolios, using suitable instruments, from direct equities, exchange traded funds and mutual funds, to structured funds and products, private assets, and credit derivatives.  The role will also participate in related business development projects.

Advisory Solutions

The role will be deeply involved in creating and presenting suitable solutions for Advisory clients, primarily high and ultra-high net worth individuals and family advisory, working closely together with Goodbody relationship managers to identify the most attractive strategies to help investors reach their goals while adhering to highest standards of portfolio construction, asset allocation and risk management, with ongoing advice through the investment life cycle.  The Advisory Investment Strategist will also benefit from high levels of dynamic feedback and idea generation from interaction with relationship managers and Advisory client investors.

Regulatory & Technical Excellence

Applying deep technical product knowledge, regulatory awareness and high ethical and professional standards in all interactions, consistent with Goodbody’s values and regulatory obligations, the Advisory Investment Strategist will contribute to the firm’s provision of investment advice with the highest standards of technical accuracy, governance and documentation requirements.  Playing a central role in the Advisory offering, the role will also help to shape the governance, standards, and consistency of our Advisory operating model, including development of how our advice is delivered, both digitally and personally, across platforms and to our client base.  

Qualifications and Experience

Professional & Academic Requirements

The successful candidate will hold relevant third‑level and professional qualifications. The following are considered particularly suitable:

• Financial or investment‑related third‑level qualification, ideally to Master’s level or above.
• Chartered Financial Adviser (CFA) or Chartered Alternative Investments Adviser (CAIA) qualification.

Experience

The successful candidate will be an experienced financial market professional.  The following are considered particularly suitable:

• 5+ years of experience in an investment strategy or related role, including portfolio construction, product innovation, and stakeholder communication.
• Strong digital literacy including advanced use of MS Excel with VBA, Bloomberg including PORT, automation, practical professional experience with coding in Python.

Ideal Characteristics

We are seeking an ambitious, motivated professional who demonstrates:

• An innovative and solution-oriented mindset, capable of challenging existing approaches and contributing new perspectives.
• Exceptional communication and presentation skills, explaining complex ideas in simple terms.
• Excellent statistical and mathematical skills, analytical ability, and impeccable attention to detail.
• Proven ability to deliver tangible outcomes through personal initiative and technical excellence.
• A strong team orientation, thriving in a dynamic environment with multiple stakeholders and evolving client needs.
• Strong relationship‑building capability across multidisciplinary teams.
• Ability to build and manage a consistent, repeatable analytical framework to generate opportunities and engage confidently with professional advisers and introducers.
• Commitment to the highest ethical and professional standards in client work and internal collaboration.

Employee Value Proposition

Goodbody is focused on helping our employees thrive, and we do this by bringing to life our Employee Value Proposition (EVP) ‘Together we prosper’. Our firm’s purpose is to create long-term prosperity, and we cannot execute on our purpose without the right talent at Goodbody. To make sure we attract and retain industry-leading, passionate and inspiring talent, we’ve built a vibrant culture based on inclusion, opportunities to grow and a commitment to ‘do the right thing’, one of our core values. We live this by offering:

• Regular employee events through our universal inclusion programme fostering a sense of belonging and celebrating differences. And an ‘always on’ approach to social, financial, mental and physical wellbeing. 
• A benefits package that includes a generous pension scheme, educational sponsorship and health insurance, along with a hybrid working model to promote better work/life balance
• Opportunities to give back through sustainability initiatives, volunteering and on-site and online meetings with our charity partners

Goodbody is an equal opportunities employer and is committed to fostering an inclusive workplace which values and benefits from the diversity of our workforce.  Reasonable accommodations are offered at every stage of our recruitment process. Should you have a reasonable accommodation request please include a note in your application or email us directly at HR@Goodbody.ie 

Please read the Goodbody Recruitment Privacy Notice. By submitting your personal data to us, you acknowledge that you have read and understood this Privacy Notice and agree to the use of your personal data in line with this. We will only use the information that we collect about you lawfully in accordance with the Data Protection Acts, 1988 and 2003 and the EU General Data Protection Regulation (GDPR).

Appointment to this role is subject to the candidate's eligibility to work in Ireland. Where agency assistance is required, our Recruitment Team will engage directly with suppliers. Unsolicited CVs / profiles supplied to Goodbody by recruitment agencies will not be accepted for this role. Goodbody operates a direct sourcing model and where agency assistance is required, the HR team will engage directly with our recruitment partners.

Goodbody Stockbrokers UC, trading as Goodbody, is regulated by the Central Bank of Ireland. In the UK, Goodbody is also subject to regulation by the Financial Conduct Authority. Goodbody is a member of Euronext Dublin and the London Stock Exchange. Goodbody is a member of the group of companies headed by AIB Group plc.

For AIB Employees: Please note there are specific controls in place for transfers between AIB and Goodbody. Goodbody is part of AIB Group and you must inform your AIB line manager and HR BP in advance of making an application to Goodbody.