Job description
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.
About the role
An exciting opportunity has opened up in our Investment Team.
We are seeking an experienced leader to join the team in a pivotal senior role. This position offers the opportunity to shape and oversee the framework for stakeholder reporting on discretionary investment solutions. This team is also responsible for significant quantitative analytical work including managing our SAA review process and driving innovation in bespoke analytics and operational efficiency. The role also encompasses managing relationships with third parties on UCITS trade execution and engaging with Manco and fund boards.
In the role, the successful candidate will:
- Lead and oversee team operations across fund performance, reporting, trading, and quantitative analytics, ensuring alignment with investment policies and strategic asset allocation (SAA) objectives.
- Recommend changes to funds and model portfolios based on SAA analysis. Collaborate with Investment Strategy and Selection teams to ensure portfolios allocations are appropriate.
- Supervise fund allocation changes and trade execution, providing oversight and ensuring compliance with governance and risk frameworks.
- Direct performance monitoring and reporting, ensuring timely, accurate, and insightful analysis of portfolio performance, attribution, and risk metrics to Investment Committees and external stakeholders.
- Perform ad hoc analytical work on portfolios on funds, competitor analysis, costs
- Guide investment analysis to support the Investment Committee’s evaluations of current and prospective products.
- Manage stakeholder relationships with fund boards, Manco, regulators, external service providers, and internal client advisers, acting as the primary escalation point for investment-related queries.
- Oversee documentation and reporting for internal governance and external audiences, including fund boards and regulators.
- Drive operational efficiency by reviewing and enhancing procedures, developing key controls and metrics, and embedding automation and technology solutions.
- Mentor and develop team members, fostering a culture of analytical excellence, collaboration, and continuous improvement.
About you
We are looking for somebody who has the following background and skills:
- 7–10 years of relevant experience in fund management, performance analytics, or investment operations, with at least 3 years in a leadership role.
- Bachelor’s/Master’s degree in Economics, Finance, Mathematics or related discipline.
- Professional qualifications such as CFA or FRM.
- Deep understanding of financial markets, asset classes, and portfolio construction techniques.
- Experience dealing with Fund boards,
- Strong knowledge of regulatory frameworks including UCITS.
- Detailed understanding of quantitative analytics, including performance measurement, attribution, and risk analysis.
- Technical capability with programming languages (Python, SQL)
- Experience with research tools such as Bloomberg or FactSet is required.
- Understanding of ESG reporting and analysis would be beneficial
- Excellent leadership and communication skills, with the ability to translate complex analysis into actionable insights for boards and advisers.
- Proven organizational and strategic planning ability, with a track record of delivering operational improvements and managing cross-functional initiatives.
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.
