Portfolio 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 a Portfolio Analyst to join our Private Client division. In the role, the successful candidate will: 

• Be responsible for the management of discretionary client portfolios in conjunction with agreed client mandate and Investment Committee guidance;
• Conduct significant client portfolio analysis with a strong focus on asset allocation, performance and risk drift.
• Work with the senior members on monitoring and reporting of performance and risk of funds and portfolios managed by Davy to internal and external benchmarks;
• Analyse and effectively communicate the drivers of this performance to the different stakeholders including client advisors
• Support the Investment Committee’s evaluations and decisions with ad hoc investment analysis related to the current or prospective products
• Act as a point of contact between the team and Client Advisers on all investment issues.
• Work closely with the Investment Strategy & Investment Selection teams to ensure that core portfolios deliver on their goals.
• Work closely with senior members of the Portfolio Management Group on various projects.
• Work with IS to drive efficiencies in processes.
• Comply with the Risk and Compliance frameworks, policies and procedures associated with the role.

F&P

The position set out above is defined in the Fitness & Probity Standards issued by the Central Bank of Ireland as a “Controlled Function (CF)”. 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.