Senior Investment Analyst

About us

From day one, you’ll notice there is something special about working at Davy. Our success is built on nearly 100 years of forging strong relationships with our clients and developing the careers of Ireland’s future business leaders.

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.

About the role

An exciting opportunity has arisen to join as a Senior Investment Analyst, in the role the successful candidate will:

• Prepare, process, and oversee fund allocation changes and trade execution in line with investment policies.
• Collaborate with senior team members to monitor and report on fund and portfolio performance and risk, benchmarked against internal and external standards.
• Analyse performance drivers and communicate findings effectively to stakeholders, including client advisors.
• Provide ad hoc investment analysis to inform the Investment Committee’s evaluations and decisions on current and prospective products.
• Manage relationships with external stakeholders and service providers, including fund boards, ensuring seamless communication and alignment.
• Serve as the primary point of contact between the team and Client Advisers on all investment-related queries.
• Partner with the Investment Strategy and Investment Selection teams to ensure portfolios meet their investment objectives.
• Compile documentation and prepare detailed reports for internal and external audiences, including fund boards.
• Enhance operational efficiency by reviewing and updating procedures, developing key controls and metrics, and cross-training with analysts as needed.
• Perform a variety of administrative tasks with accuracy and timeliness, ensuring high standards of operational execution.
• Work closely with IT to identify and implement process improvements through technology and automation.

About you

We are looking for somebody who has the following background and skills:

•  3-5 years of relevant experience.
• Bachelor’s/Master’s degree in Economics/Finance/Mathematics etc.
• CFA/FRM qualification, or working towards, would be beneficial.
• Strong understanding of financial markets and the main asset classes.
• Knowledge of UCITS, MiFID II or SFDR regulatory requirements would be beneficial.
• Strong interest in financial modelling, portfolio analytics, statistical analysis and data modelling.
• Working knowledge of scripted/programming languages (e.g., Python and SQL) is preferred.
• Experience of quantitative research, performance measurement, performance attribution and ex-ante/ex-post risk will be preferred.
• Experience using research tools such as Bloomberg, Style Analytics, FactSet etc. a plus.
• Excellent information technology capability, including a high level of competence in Microsoft Office products (particularly Excel, Outlook, Word, PowerPoint).
• Strong analytical and problem-solving skills, written and verbal communication skills.
• Excellent planning and organizational capabilities.

What we offer 

We offer a range of benefits and experiences to support your professional and personal growth, whatever your career stage. Our benefits are not just a number. Yes, we offer competitive salary, annual performance-related discretionary bonus, annual flexible benefits, employer pension contribution, and multiple insurance coverage. But more than that, we focus on developing our people to be their best, professionally and personally.

Training support provided by award-winning Learning & Development Team, extensive sports & social programmes (including free on-site gym & fitness studio), flexible working options, employee assistance programme, enhanced leave options, and social & community care initiatives are just some of the ways our people can empower themselves to be their best.

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.