Investment Analyst
Davy, Ireland
Job Description
Investment Analyst, Davy Select
DESCRIPTION
Davy is a market leader in wealth management and capital markets in Ireland. We are over 800 people, managing 19bn+ of our client assets, with offices in Dublin, Cork, Galway, Belfast and London.
We aim to build client relationships that lead to real understanding. Understanding builds to great advice and world-class outcomes for our clients, whether they are individual people, businesses or large institutions.
Our vision is to be the financial services partner most trusted by our clients and most admired for our people. Developing our people is our priority and we are committed to embracing diversity in all its forms.
There are lots of benefits to working at Davy. Our city centre location, free access to our onsite gym and fitness studio, impressive social calendar, clear CSR programme, performance related bonuses, and investment in your further education demonstrate the value we place in developing and rewarding our staff. But above all, we have a clearly-defined purpose and culture which guide everything we do. We are one team, always growing, putting our clients first.
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 hold many different types of pension and personal investments in one place. Davy Select offers online and telephone execution only services for direct clients and for clients of intermediary firms. Davy Select aims to help clients meet their financial objectives by providing a large choice of competitively priced investments supported by excellent service.
Reporting to the Head of Investments, this person will work with the broader Davy Investment Team and senior management in Davy Select to optimise how Davy Select delivers, and measures the impact of all solutions across the 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 amp; 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
- Degree in a business/finance related discipline
- Minimum 5 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
The position set out above is defined in the Fitness amp; Probity Standards issued by the Central Bank of Ireland (Fitness amp; 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 amp; 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 amp; Probity Standards.
Davy is an equal opportunities employer and we are committed to fostering an inclusive workplace. We value diversity both in background and in experience. You might not meet all of the requirements outlined in the above job description, but we would still like to hear from you. We review all applications received.
Davy Group is a member of the Bank of Ireland Group.