Teams at Davy

Manage discretionary client portfolios according to mandates and Investment Committee guidance. Analyze asset allocation, performance, risk drift, benchmarks, and performance drivers. Support investment evaluations, portfolio reporting, stakeholder communication, and process-efficiency initiatives. Collaborate with Client Advisers, Investment Strategy, Investment Selection, and Portfolio Management teams while maintaining compliance with risk and regulatory frameworks.

Analyze and interpret business data to support client experience, operational efficiency, and business performance. Responsibilities include migrating legacy data to Snowflake, conducting exploratory and statistical analyses, partnering with cross-functional teams, developing Power BI visualizations and data products, promoting data literacy, and maintaining metadata, data lineage, and data quality frameworks.

Supports administration of private equity and hedge funds, including valuation pricing, variance validation, capital calls, distributions, tax statements, financial statements, reconciliations, and client or investor queries. The role also maintains relationships with investment firms and life assurance companies, reviews controls and processes, supports operational efficiencies, and ensures accurate, timely fund servicing and reporting.