About us
At Davy, it’s the unique talents of all our people that have been the foundations of our success for almost 100 years. As we continue to grow, so do you. Because you are not just part of our team – you are a key player in shaping our future.
At Davy, you are the difference.
Established in 1926, the Davy Group sits at the heart of wealth and capital in Ireland, providing a broad range of services to high-net-worth individuals, self-directed investors, small-to-medium enterprises, credit unions, corporations, and domestic & international institutional investors.
Our culture is shaped around three values, which are at the heart of everything we do: client success, one Davy, and building a proud legacy. Sharing the same goals, we work together to deliver exceptional outcomes for our clients. As part of a team of over 900, you will be encouraged to learn and to grow, both professionally and personally.
Role Overview
We are seeking a highly capable and driven professional to lead the implementation and ongoing ownership of a new Portfolio Management System within Davy Wealth Management. This role, embedded within the Davy IS team will be instrumental in transforming the investment management function by delivering a best-in-class platform encompassing Order Management, Portfolio Management, Performance & Attribution, and Risk Management capabilities.
As the subject matter expert and project lead, you will oversee the full implementation lifecycle, collaborate with internal and external stakeholders, and ensure the system meets both business objectives and regulatory standards. This is a unique opportunity to shape the future operating model of a leading investment team during a period of significant transformation.
Key Responsibilities
Implementation Leadership & Solution Design
- Lead the end-to-end implementation of the Portfolio Management System (PMS), from design and configuration through to testing, data migration, and go-live.
- Collaborate with business users and department heads to identify operational challenges and define effective system or process-based solutions.
- Coordinate with internal teams and external vendors to ensure timely, on-budget delivery and resolution of issues.
- Facilitate workshops to gather business requirements and define system configurations.
- Evaluate and communicate organisational impacts resulting from new system implementations or process changes.
- Develop and manage detailed project plans, project documentation, tracking milestones, dependencies, and risks.
- Design and manage the integration of the PMS with existing Davy systems, ensuring seamless workflows and operational efficiency.
- Ensure accurate migration and reconciliation of historical data to support seamless transition and operational continuity
- Become a subject matter expert by maintaining a detailed knowledge base of business operations, business processes, data flows and systems.
- Lead the development and execution of robust test strategies to validate system functionality and support successful deployment.
- Support business readiness through process reviews, training material development, training delivery, and post-implementation reviews.
Stakeholder Engagement
- Serve as the primary liaison for internal stakeholders and external vendors.
- Provide regular updates, progress reports, and risk assessments to senior leadership and steering committees.
- Promote cross-functional collaboration across business, operations, compliance, and IT teams to ensure alignment and buy-in.
System Ownership & Continuous Improvement
- Take full ownership of the PMS post-implementation, ensuring it evolves with business needs.
- Configure, enhance, and maintain systems in line with evolving business requirements and product roadmaps
- Provide high-quality application support, managing backlogs, resolving queries, and escalating as needed.
- Drive continuous improvement initiatives and strengthen internal controls.
- Ensure ongoing data integrity, reporting accuracy, and regulatory compliance.
Requirements
Required Experience & Skills
- 8+ years of experience in asset/wealth management, fund administration, or buy-side technology/change roles.
- Proven track record in managing fintech system implementations ideally in regulated environments.
- Strong understanding of front-to-back investment processes including trading, compliance, settlements, NAV, and performance attribution.
- Familiarity with investment data domains such as Securities Master, Holdings, Transactions, Benchmarks, ESG, Risk, and Reference Data.
- Knowledge of regulatory frameworks including UCITS, PRIIPs, SFDR, and MiFID II (desirable).
- Strong project management skills with a history of delivering complex initiatives.
- Excellent analytical, problem-solving, and attention-to-detail capabilities.
- Exceptional communication and stakeholder management skills.
- Experience with commercial PMS/OMS platforms and investment record-keeping systems.
- Bachelor’s degree or higher in Finance, Business, Technology, or a related discipline.
What we offer
At Davy, our people are our biggest investment. In today’s fast-moving world, we know it’s important to feel secure and empowered. That’s why Davy benefits support you through all of life’s stages, offering health and wellness, flexible working options, flexible benefits allowance, learning and development opportunities, through to assisted retirement planning.
- Health and Wellbeing
Psychological safety, emotional wellbeing and support are a priority at Davy. We offer a comprehensive Employee Assistance Programme (EAP) and mental health first aid. Our Sports & Social teams promote physical wellbeing and social connection.
- Reward and Recognition
We offer a competitive remuneration package to include salary, bonus, pension and a host of additional benefits to protect you and your family when it matters most.
- Growth and Development
Our award-winning L&D function supports you and your growth at Davy. We offer a comprehensive range of professional and personal development opportunities. Our culture supports learning, and we encourage you to explore more at Davy.
- Positive Workplace
Our workplace is inclusive, diverse, and offers everyone a sense of belonging. We are flexible and continue to support a hybrid working model. You will get to be your best at Davy.
- Values and Culture
Exceptional client outcomes delivered by a world class team, underpinned by our core Davy values – One Team, Client Success, and Proud Legacy.
Important Information
Davy is an equal opportunities employer, committed to fostering an inclusive and diverse workplace. We value diversity in both background and experience, and even if you don’t meet all of the requirements outlined in the job description, we still encourage you to apply. We review all applications received. As part of our commitment to creating an accessible environment, we want to ensure that everyone has an equal opportunity to participate in the interview process. If you require any reasonable accommodations, please let us know, and we will do our best to make the necessary arrangements.
Appointment to this role is subject to the candidate's eligibility to work in Ireland.
Where agency assistance is required, our Recruitment Team will engage directly with suppliers. Unsolicited CVs / profiles supplied to us by recruitment agencies will not be accepted for this role.
Davy Group is a member of the Bank of Ireland Group.
Top Skills
Davy Dublin, Dublin, IRL Office
Davy House, 49 Dawson Street, Dublin, Ireland