This role offers an opportunity for an experienced advisory, finance, data analytics or consulting professional to contribute to the continued growth of L&P Trustee Services, part of Cantor Fitzgerald Ireland. The successful candidate will contribute to delivering high-quality client-facing advisory projects for charities and other not-for-profit organisations, while helping to strengthen the internal tools, processes and capabilities required to scale the department sustainably.
The role requires strong technical capability, practical judgement and confidence across financial analysis, strategic planning, project management, client communication, process improvement and technology-enabled delivery. The successful candidate should be able to contribute meaningfully to client work from an early stage, including financial projections, governance and strategic planning outputs and structured client documentation.
The role is based in Ireland but involves working with clients and stakeholders across international jurisdictions. The successful candidate will be comfortable working with individuals from different cultural, organisational and regulatory contexts and will contribute to projects involving clients in Europe, America, Africa, and Asia. International travel may be required in the future as client engagements and project requirements evolve.
As the department grows, the role will support more efficient ways of working, including improved data collection and analysis, standardised templates, AI-assisted workflows, quality assurance processes and opportunities to automate or streamline recurring activity. Over time, the role may also support the onboarding and development of more junior team members.
