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Eoghan Beary Email & Phone Number
Client Portfolio Manager
at
Ebury
LinkedIn matched
✓ Verified July 2026
3 data sources
Profile completeness 86%
Current company
Role
Client Portfolio Manager
Location
Dublin, County Dublin, Ireland
Company size
Who is Eoghan Beary? Overview
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Quick answer
Eoghan Beary is listed as Client Portfolio Manager at Ebury, a with 1746 employees, based in Dublin, County Dublin, Ireland. AeroLeads shows a matched LinkedIn profile for Eoghan Beary.
Eoghan Beary previously worked as Intermediary and Investment Product Executive at Cantor Fitzgerald Ireland and Investment Product Executive at Cantor Fitzgerald Ireland. Eoghan Beary holds Investments And Securities, Level 1 from Chartered Financial Analyst Institute.
Company email context
Email format at Ebury
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Ebury
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Profile bio
About Eoghan Beary
As a highly motivated and hard-working professional with a strong passion for the financial services industry, I bring a unique blend of analytical skills and a relentless drive for success. I recently passed my Chartered Financial Analyst (CFA) Level 1 exam and sat my level 2 exam in November. Currently, I am working as an Investment Product Executive at Cantor Fitzgerald Ireland, where I focus on supporting client investment strategies into a wide range of complex financial instruments, including private equity and index-linked bonds. Prior to this, I studied Industrial Biochemistry at the University of Limerick, which provided me with a rigorous scientific background that has honed my problem-solving abilities and attention to detail—skills I apply daily in my financial career. I am eager to continue growing in the financial services sector, bringing my enthusiasm, work ethic, and commitment to excellence to every challenge.
Current workplace
Eoghan Beary's current company
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Ebury
5 roles
Eoghan Beary work experience
A career timeline built from the work history available for this profile.
Intermediary And Investment Product Executive
Investment Product Executive
• Led allocation of over €70 million in client funds across diverse financial instruments, including private equity, corporate finance, and index-linked bonds, ensuring optimal returns and risk management.• Developed and implemented advanced Excel models to calculate coupon and capital redistributions for investment products, optimizing cost structures, identifying fees, and delivering clear, actionable reports to clients and stakeholders.• Cultivated and maintained strong client relationships by understanding their needs, offering customised solutions, and ensuring satisfaction to drive long-term relationships.
New Accounts Associate
• Streamlined client onboarding by thoroughly reviewing documentation to ensure accuracy and full regulatory compliance, expediting the process and reducing risk.• Collaborated with cross-functional teams (operations, compliance, and sales) to drive seamless workflows and align strategies across departments.• Leveraged advanced Excel functions, statistical analysis, and data visualization to extract actionable insights and enhance data-driven decision-making.
Jan 2023 - Sep 2023
Materials & Surface Technology Laboratory Technician
Jan 2020 - Sep 2020
3 education records
Eoghan Beary education
Investments And Securities, Level 1
Chartered Financial Analyst Institute
Bachelor Of Science - Bs, Industrial Biochemistry
Canadian Securities Course (Csc)
Canadian Securities Institute
FAQ
Frequently asked questions about Eoghan Beary
Quick answers generated from the profile data available on this page.
What company does Eoghan Beary work for?
Eoghan Beary works for Ebury.
What is Eoghan Beary's role at Ebury?
Eoghan Beary is listed as Client Portfolio Manager at Ebury.
Where is Eoghan Beary based?
Eoghan Beary is based in Dublin, County Dublin, Ireland while working with Ebury.
What companies has Eoghan Beary worked for?
Eoghan Beary has worked for Ebury, Cantor Fitzgerald Ireland, Aviso Wealth, and Depuy Synthes Companies.
How can I contact Eoghan Beary?
You can use AeroLeads to view verified contact signals for Eoghan Beary at Ebury, including work email, phone, and LinkedIn data when available.
What schools did Eoghan Beary attend?
Eoghan Beary holds Investments And Securities, Level 1 from Chartered Financial Analyst Institute.
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