Niall Bree
Investment Administrator
Dublin
What attracted you to a career in wealth management?
During my Master of Management at UCD Michael Smurfit Graduate Business School, I completed Bloomberg Market Concepts course, which provided a comprehensive introduction to key asset classes including fixed income, equities, and commodities. This experience sparked my interest in financial markets and motivated me to deepen my knowledge in this area. To build on this foundation, I pursued further education by completing the Qualified Financial Advisor (QFA) designation and I am currently a CFA Level II candidate. I remain highly passionate about investment markets and enjoy the dynamic nature of this industry.
How do you approach your role on a daily basis?
As an Investment Administrator, I work closely with Investment Managers to support portfolio management and client servicing. My responsibilities include cash management, investment reconciliations, preparing proposals, opening new accounts, and handling client queries. I aim to deliver accurate and timely support that enables our team to provide exceptional service and tailored investment solutions to clients.
What are your interests outside of work?
Outside of work, I enjoy staying active through basketball, going to the gym, and surfing whenever I get the chance. I also love traveling, as it allows me to explore new cultures and experiences. In my downtime, I'm a passionate Liverpool supporter and enjoy following Formula 1.