Dublin-based only. This role is for a buy-side investment professional with a CFA or CA, coming from portfolio analysis/management or funds management, not from sales or sell-side backgrounds.
Job Title
Capital Markets & Portfolio Optimizer – OTC, Derivatives & Cross-Asset Rotation
Location
United Kingdom (on-site; London area)
Reporting Line
Investment Leadership / CIO / Head of Investments (with regular interaction with senior stakeholders including IC members and external counterparties)
Role Summary
The role is for a mid-level buy-side markets professional with deep OTC and derivatives structuring expertise, strong rotation and flows intelligence, and a background in portfolio analysis or funds management. The successful candidate will materially improve capital efficiency, portfolio convexity, hedging precision, liquidity positioning, and risk-adjusted returns across a multi-asset investment platform while relieving leadership of day-to-day structuring and flows interpretation workload. You must have at least 3 years in an analytical, research, strategic, or core investment-support role on the buy-side, and must not come from sales, brokerage, PWM, or other sell-side-driven roles.
AI-Enabled Workflow Requirement
This role requires fluency in AI-enabled workflows across both research and portfolio analysis. You are expected to be a power user of AI and automation tools that enhance decision quality, speed, and monitoring depth, not a software engineer.
Leverage AI and automation to accelerate global coverage depth and speed.
Build structured, repeatable intelligence systems and workflows.
Validate AI outputs rigorously and maintain investment-grade judgment.
Improve monitoring dashboards and strategic signal extraction.
Enhance both thinking quality and execution velocity.
What You Will Cover (Strategic Mandate)
OTC derivatives and bespoke structuring (options, swaps, structured products).
Cross-asset exposure: equities, rates, FX, credit, commodities.
Capital rotation and liquidity cycle interpretation.
Convexity optimization, volatility surface analysis, skew positioning.
Risk and collateral architecture across developed and emerging markets.
Key Responsibilities
Portfolio Construction & Derivatives Architecture
Design and implement derivative overlays to enhance asymmetry and hedge risk.
Evaluate convexity, funding costs, margin impact, and collateral efficiency.
Structure OTC transactions and negotiate with counterparties.
Improve downside protection frameworks without compromising upside participation.
Assist the AI tech solutions team with developing a platform and automations to enable this role.
Capital Flows & Rotation Intelligence
Interpret cross-asset capital rotation and liquidity shifts.
Identify positioning dislocations and funding stress signals.
Translate flows intelligence into portfolio positioning adjustments.
Risk, Liquidity & Stress Frameworks
Stress-test exposures under volatility and liquidity shocks.
Evaluate counterparty and documentation risk (ISDA familiarity expected).
Improve transparency of embedded exposures and funding risks.
AI-Enabled Portfolio Intelligence & Research System Building
Build and run an AI-assisted workflow for daily/weekly market and portfolio briefings, rotation and liquidity regime detection, and strategic signal extraction.
Develop repeatable research templates (prompt packs, checklists) for structuring rationale, pay-off mapping, counterparty comparisons, and scenario narratives.
Partner with the in-house tech team to productize workflows into dashboards, alerts, and internal portfolio intelligence tooling (requirements, testing, iteration).
Stakeholder Engagement
Present clear structuring logic to leadership.
Reduce cognitive load and execution burden at CIO level.
Deliver decision-ready insights under time pressure.
Who We’re Looking For
Required
7–10+ years in a hedge fund, buy-side prop desk, family office, or derivatives-focused buy-side environment (investment, not distribution).
Minimum 3 years on the buy-side in Portfolio Analysis, Portfolio Management, or Funds Management in an analytical, research, strategic, or core investment-support role.
CFA charterholder or Chartered Accountant (CA); CFA/CA must be fully completed, not just in progress.
Deep OTC structuring experience across asset classes.
Proven ability interpreting capital flows and market rotation.
Strong understanding of derivatives pricing mechanics and volatility dynamics.
Experience operating in fast-paced, high-conviction environments.
Fluency in AI-enabled workflows across research and portfolio analysis (AI tools used to improve speed and decision quality).
Demonstrated ability to use AI tools to materially improve coverage velocity, monitoring quality, and signal extraction (examples required).
Strong judgment in AI validation: source triangulation, bias awareness, hallucination detection, and auditability of conclusions.
Ability to support the in-house tech team in developing an internal AI platform to enable the responsibilities outlined above.
Willingness to travel.
Non-Negotiable Exclusions
No primary sell-side backgrounds: sales, brokerage, trading-floor sales, research distribution, private wealth management, or classic PWM/retail advisory roles will be considered as core experience for this role.
Profiles dominated by execution-only trading, sales-trading, or brokerage flow without deep portfolio or buy-side analytical responsibility are not a fit.
What Success Looks Like (First 6 Months)
Improved hedge efficiency and convexity profile across the portfolios.
Better anticipation of rotation and liquidity shifts and their portfolio impact.
Enhanced capital efficiency across portfolios (margin, collateral, and funding usage).
At least 20% reduction in structuring workload from Investment Leadership through better systems, templating, and AI-enabled leverage.
Compensation
Competitive package – composed of basic salary, annual performance bonus, and meaningful long-term capital participation incentives.