Investment Analyst

About us

At Davy, it's the unique talents of all our people that have been the foundations of our success for 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.

About the role

An exciting opportunity has arisen for the position of Investment Analyst in the Davy Select division of Davy. The Davy Select online investment platform enables investors to manage a wide range of pension and personal investment products within a single, integrated solution. Davy Select provides execution-only services via both online and telephone channels, supporting direct clients as well as clients of intermediary firms. The platform is focused on helping clients achieve their financial objectives through access to a broad selection of competitively priced investments, underpinned by a high standard of service.

Reporting to the Head of Investments, the successful candidate will collaborate closely with the wider Davy Investment Team and senior management within Davy Select. The role will focus on enhancing the delivery of investment solutions and improving the measurement of their impact across both Intermediary and Direct business channels.

Key Responsibilities

• Assist in operating and overseeing the development of investment solutions across all business channels in Davy Select;
• Work directly with senior management on the launch of new Investment Products from Davy Select;
• Manage complex and critical model management operations for a range of investment solutions within Davy Select;
• Continuously improve the organisation’s ways-of-working around investment selection, portfolio construction and fund lists, establishing strong relationships across all business and operations areas;
• Work with the Davy Investment team on Investment Strategy & Investment Selection initiatives;
• Act as a point of contact for all queries relating to investment issues between the Davy Select Account Managers and Independent Financial Advisers;
• Provide investment analysis on funds and strategies as required;
• Contribute at intermediary and client events, internal investment seminars and client meetings;
• Provide input for and maintain investment content for the Davy Select website;
• Attend investment conferences and seminars as required for either CPD or as part of input to investment reports.

Requirements

About you

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

• Degree in a business/finance related discipline
• Minimum 3 years experience in the Investment Industry
• Qualifications - Holder or working towards CFA and QFA qualifications
• Excellent analytical and quantitative skills
• Interest and understanding of investments and financial markets
• Strong communication skills and ability to build stakeholder relationships
• High level of accuracy with strong attention to detail
• Excellent information technology capability, including a high level of competence in Microsoft Office products;
• An ability to prioritise own workload

Fitness and Probity

The position set out above is defined in the Fitness & Probity Standards issued by the Central Bank of Ireland (“Fitness & Probity Standards”) as a “Controlled Function (CF)”, namely CF3, CF4, CF10. Therefore there is a requirement to hold, or be willing to take one of the following exams: APA (Regulation & Investment) or Registered Stockbroker or QFA and since function relates to Pensions: APA (Pensions). In compliance with the Fitness and Probity Standards applicable to your position, any offer of employment is conditional upon you demonstrating that you meet the Fitness & Probity Standards.

Benefits

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.