Grainne Newman
Drumcondra
Summary
Highly motivated senior investment consultant with over 20 years of practical experience, with a dedicated work ethic. Works with clients to determine requirements, and committed to consistently providing leading client recommendations. Passionate about delivering best practice and an excellent service. Seasoned Investment Advisor with proven track record in financial planning, portfolio management and client relationship building. Possess strong analytical skills complemented by effective communication abilities. Have demonstrated consistent success in guiding clients through complex investment decisions to achieve financial goals. Previous roles have contributed significantly to improved client satisfaction and business growth.
Overview
26
26
years of professional experience
Work History
Investment Committee
Irish Association of Pension Funds (IAPF)
2014.01 - Current
- Presenting and chairing events
Senior Investment Consultant
Mercer
Dublin
2006.03 - Current
- Maintaining excellent client relationships by informing them of best practice for their investment approach, market conditions, communicating investment research and economic trends, trends, more recently on ESG matters pertaining to pension schemes
- Developing and implementing investment strategies for institutional investors (Irish defined contribution (DC) and defined benefit (DB), and European institutional clients), allowing for their goals and investment objectives
- Meeting clients regularly to discuss their portfolio performance and investment objectives, through a range of written communications, documents and reports
- Conducting and overseeing quantitative and qualitative data analyses, developing insights to support client discussions, and to drive informed decision making
- Supporting internal projects – reporting, compliance, best practice development
- Contributing to development of new DC investment framework launched in 2012
Trainee Actuary
Aon Hewitt
Dublin
2003.01 - 2006.02
- Reported to actuaries on portfolio of defined benefit schemes
- Supported the preparation of accounting disclosures and statutory reports (actuarial valuations and funding proposals)
- Ongoing client work involved liaised between the different scheme stakeholders (administrators, clients, trustees and other service providers)
- Demonstrated consistent hard work and dedication to deliver required work
- Reviewed work of junior students before final sign-off by Scheme Actuary
- Latterly a people manager for the junior actuarial students, representing their views on a local leadership team
Portfolio Manager
Bank of Ireland Asset Management (now SSGA)
Dublin
2000.09 - 2002.01
- Worked across passive fund management, and sales and marketing support
- Fund management duties included fund monitoring, reporting, foreign exchange dealing, futures trading and product development
- Sales and marketing duties included completion of requests for proposals for new business tenders, and maintenance of an in-house sales opportunities
- Internal projects such as client classification on proprietary investment system and developing archiving policies
Associate Consultant
HCM International (no longer operating)
Dublin
1998.09 - 2000.09
- This independent consulting firm was based in US and Europe, providing actuarial and human resource consulting
- Supported a number of global clients in the matters of employee benefit scheme design, administration, compliance and actuarial analysis
- Prepared various reports, presentations for client meetings
- Contributed to internal projects – including company communications initiative, requirements for internal software and content for corporate website
Education
Higher Diploma - Psychology
Dublin Business School
Dublin01.2021
Qualified Financial Adviser -
Institute of Bankers
Dublin01.2014
Fellow of the Society of Actuaries in Ireland -
Institute of Actuaries, UK
unknown01.2007
Bachelor of Actuarial & Financial Studies - Actuarial & Financial Studies
University College Dublin
Dublin01.1998
Skills
- Investment consulting
- Client relationship management
- Investment strategies
- Portfolio performance analysis
- Data analysis
- Project management
- Defined benefit schemes
- Actuarial valuations
- Fund management
- Sales and marketing support
- Employee benefit scheme design
- Compliance
- Actuarial analysis
- Quantitative Analysis
- Verbal and written communication
- Staff Training
Additionalinterests
- Travel: a year of travel from February 2002 to February 2003
- Literacy: Adult literacy tutor in 2008. Practiced as an adult literacy tutor for just under 2 years
- Running, cycling and hiking
Industryroles
- Irish Association of Pension Funds (IAPF), Investment Committee, 2014, current, Presenting and chairing events
- Mercer, Representative, unknown, unknown, Representing Mercer at various conferences (as speaker or host)
- Society of Actuaries (SAI), Pensions Committee, 2014, unknown
- SAI, Auto Enrolment Working Party, unknown, unknown, Chaired and presented resulting paper to the SAI in December 2013
- Society of Student Actuaries in Ireland, Committee Member, unknown, unknown
Timeline
Investment Committee
Irish Association of Pension Funds (IAPF)
2014.01 - Current
Senior Investment Consultant
Mercer
2006.03 - Current
Trainee Actuary
Aon Hewitt
2003.01 - 2006.02
Portfolio Manager
Bank of Ireland Asset Management (now SSGA)
2000.09 - 2002.01
Associate Consultant
HCM International (no longer operating)
1998.09 - 2000.09
Higher Diploma - Psychology
Dublin Business School
Qualified Financial Adviser -
Institute of Bankers
Fellow of the Society of Actuaries in Ireland -
Institute of Actuaries, UK
Bachelor of Actuarial & Financial Studies - Actuarial & Financial Studies
University College Dublin
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