Job Description
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 opportunity has arisen to join the Global Investment Strategy Team in Davy Private Clients. The Global Investment Strategy Team is responsible developing and communicating the Davy outlook of the global economies and investment markets. Working together with the investment selection and portfolio construction teams, this team drives the allocation policy for discretionary and advisory client portfolios. The Investment Analyst will report to the Head of Investment Strategy of Davy Wealth Management.
In the role, the successful candidate will:
Be a member of a high performing team of investment professionals.
This role will suit those eager to learn and gain exposure to asset classes, including equities, fixed income and alternative asset classes.
Work closely with team in production of weekly, monthly, quarterly and ad-hoc reports, that analyse and evaluate the performance of asset classes and markets.
Assist senior members of the team in preparation of marketing and sales collateral.
Assist senior members of the team in developing the house view of the global economy and markets.
Assist senior members of the team in developing tactical investment recommendations for discretionary portfolios.
Preparation of internal updates and insights on specific assigned economies and markets. Aide ongoing monitoring of existing investments to include asset class and market updates and events.
Contribute at client events, internal investment seminars and client meetings.
Provide input for and maintain investment content for the team.
Attend investment conferences and seminars as required for either CPD or as part of input to investment reports.
About you
We are looking for somebody who has the following background and skills:
Requirements
A passion for investing.
An ability to think analytically and conceptually.
A positive attitude, flexible outlook and a high level of initiative and enthusiasm.
Strong communication and presentation skills, both verbal and written.
A strong commitment to personal development.
Degree or Masters level in business related discipline.
Up to 3 years investment experience.
Willing to complete the QFA and CFA examinations.
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.
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.
