Senior Investment Anayst – Irish Portfolio Monitoring Team

Job title: Senior Investment Anayst – Irish Portfolio Monitoring Team

Company: National Treasury Management Agency


Job description: Necessary arrangements can be made at interview stage to accommodate the needs of candidates with disabilities. If you are having difficulty uploading your CV online or in fully accessing any information on this site please emailRole ProfileJob title Senior Investment Analyst – Irish Portfolio Monitoring team
Division Ireland Strategic Investment FundReports to Investment Director
Job Family Investment, Asset & Liability ManagementCareer Stream ProfessionalCareer Zone Professional/Specialists*** Closing Date for Applications: 20th June 2025 ****Summary of the BusinessThe National Treasury Management Agency (NTMA) provides asset and liability management services to the Irish Government. It has evolved from a single function agency managing the National Debt to a manager of a complex portfolio of public assets and liabilities.
Businesses managed by the NTMA include borrowing for the Exchequer and the management of the National Debt, the State Claims Agency, the New Economy and Recovery Authority (“NewERA”), the Ireland Strategic Investment Fund, National Development Finance Agency and the NTMA Future Ireland Funds business unit with responsibility for the management of the Future Ireland Fund and Infrastructure, Climate and Nature Fund.
The NTMA also assigns staff to the National Asset Management Agency, the Strategic Banking Corporation of Ireland (SBCI) and Home Building Finance Ireland (HBFI).Working at the NTMA offers excellent benefits including:

• Flexible work options including hybrid working and variable work hours
• An extensive wellbeing programme

• Excellent learning and development opportunities that allow for full career development within the organisation
• A diverse range of initiatives: LGBT+, Gender Matters, Disability Awareness, Sports & Social, Volunteering and lots more
• Reimbursement of annual professional membership fees

• Career average Defined Benefit Pension Scheme

The Ireland Strategic Investment Fund (ISIF), managed and controlled by the National Treasury Management Agency (NTMA), is a sovereign development fund with a unique mandate to invest on a commercial basis to support economic activity and employment in Ireland. ISIF is proud to have backed investments across many sectors and regions of Ireland. ISIF helps businesses to grow and projects to succeed. ISIF prioritises the use of its capital and resources to address strategic challenges and focus its efforts on making transformational investments across its impact themes of Climate, Housing and Enabling Investments, Indigenous Businesses, and Food and Agriculture and Marine.Role Summary / Principal Accountabilities
The role will have a high level of investment exposure from the outset. When ISIF closes an investment, the monitoring of the investment transitions from the ISIF deal team to the Irish Portfolio Monitoring team. The successful candidate will be assigned a portfolio of Irish investments and will be expected to monitor the economic and financial performance of each investment. These investments will range across sectors such as real estate, enabling infrastructure, food and agri, technology and life sciences sectors. Investments are normally made either directly to the company (debt and/or equity) or through a fund structure. The Investment Analyst’s role is to work collaboratively within the Irish Portfolio Monitoring team and also among the wider ISIF deal team.Activities will include:

• The review and analysis of investee reports for each investment as received.
• Being responsible for the creation and presentation of the annual review paper for each investment.

• Conducting company and industry research as required
• Conducting financial statement analysis and assisting in the preparation of valuations for equity investments
• Attending investee company meetings as required

• Building effective relationships with wider ISIF team, NTMA support departments (legal, risk and compliance), Investee companies and co-investors as required.

All members of the ISIF team are required to remain flexible to respond to the dynamic nature of the ISIF mandate – this may require team members to apply their skills to other types of investment, outside of their core areas of responsibility, from time to time.Knowledge
The ideal candidate will:

• Have a relevant third level qualification
• Be a Chartered Financial Analyst or be progressing towards either CFA qualification or accountancy qualification
• Demonstrate a keen and well informed interest in investment and in developing knowledge and expertise.

Desired Experience
 Minimum 4 years’ experience in private equity, venture capital, corporate finance, commercial/corporate banking, accountancy or similar environment
 Experience in real asset financing (real estate finance, project finance etc) ideally via a banking, private equity or in industry role is strongly preferred
 Experience in monitoring private assets performancesSkills
 High level problem solving and financial analytical skills Strong proven commercial acumen and a high level of accuracy and attention to detail
 Excel modelling skills and data analytics
 A strong communicator, both in writing and verbally Flexible and considerate team player
 Good range of interpersonal skillsPension AbatementIf an appointee has previously been employed in the Civil or Public Service and that appointee is entitled to or in receipt of a pension from the Civil or Public Service or where a Civil/Public Service pension comes into payment during the appointee’s re-employment that pension will be subject to abatement in accordance with Section 52 of the Public Service Pensions (Single Scheme and other Provisions) Act 2012.Please note: In applying for this position, you are acknowledging that you understand that the abatement provisions, where relevant, will apply. It is not envisaged that the employing Department/Office/Body will support an application for an abatement waiver in respect of appointments to this position.Applicants will be required to complete a pre-employment declaration to confirm whether they have previously availed of a Public sector pension scheme.The NTMA is proud to be an equal opportunities employer. We recognise that a diverse and inclusive workplace informs better decision making, creative thinking, innovation and drives business performance. We are strongly committed to ensuring that our workforce is representative of our society.Necessary arrangements can be made at interview stage to accommodate the needs of candidates with disabilities. If you are having difficulty uploading your CV online or in fully accessing any information on this site please email recruitment@ntma.ieThe NTMA is proud to be an equal opportunities employer. We recognise that a diverse and inclusive workplace informs better decision making, creative thinking, innovation and drives business performance. We are strongly committed to ensuring that our workforce is representative of our society.

Expected salary:

Location: Ireland

Job date: Sun, 08 Jun 2025 02:45:16 GMT

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