Teams at Davy

Provides specialist investment consulting and portfolio advice for high-net-worth and ultra-high-net-worth clients. Responsibilities include portfolio analysis, asset allocation, manager due diligence, risk and performance assessment, bespoke investment solutions, client presentations, investment proposition development, technical content, stakeholder collaboration, mentoring, and business development support.

Partners with business units to drive financial performance, budgeting, forecasting, scenario modelling, profitability analysis, and strategic decision support. Leads reviews of business metrics, supports transformation initiatives, identifies efficiency and cost-saving opportunities, and improves finance processes using Anaplan, SAP Analytics Cloud, and Snowflake. The role also requires strong stakeholder influence, financial controls knowledge, risk management, and regulatory awareness.

Lead privacy risk and governance for data, digital and AI initiatives. Conduct DPIAs/LIAs, embed Privacy by Design, advise stakeholders, support vendor due diligence, maintain RoPAs, deliver training, and ensure GDPR and EU AI Act compliance.