Portfolio Construction Analyst
Davy, Ireland
Job Description
The Davy Group is Ireland’s leading provider of wealth management, asset management, capital markets and financial advisory services. You can read more about our growing company here: www.davy.ie
We value our employees as much as our clients and are committed to embracing diversity in all its forms recognising that the breadth of thought, perspective and experience that emerges from a diverse workforce is essential to deliver on our core values.
Performance related bonus awards, generous pension contributions and investment in your further education demonstrate the value we place in developing and rewarding our staff.
An opportunity has arisen for a Portfolio Management Analyst to join our Private Client division. This role would be ideally suited to a recent graduate or someone who has an interest in starting an exciting career in Davy.
Key Responsibilities:
- Responsibility for the management of discretionary client portfolios in conjunction with agreed client mandate and Investment Committee guidance;
- Significant client portfolio analysis with a strong focus on asset allocation, performance and risk drift;
- Acting as a point of contact between the team and Client Advisers on all investment issues;
- Work closely with the Investment Strategy amp; Investment Selection teams to ensure that core portfolios deliver on their goals.
- Comply with the Risk and Compliance frameworks, policies and procedures associated with the role.
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.
Requirements
- Relevant 3rd level Degree or Masters in business/finance/accountancy or engineering;
- APA Savings and Investments qualification or equivalent is desirable;
- Willingness to obtain the Chartered Financial Analyst (CFA) designation;
- Excellent information technology capability, including a high level of proficiency in Microsoft Office products (particularly Excel, Outlook, Word, PowerPoint);
- Knowledge of Financial Analytics tools, such as Bloomberg would be beneficial
- Excellent analytical and quantitative skills;
- Demonstrable interest and understanding of investments and financial markets;
- Strong communication and presentation skills; verbal and written;
- High level of accuracy with strong attention to detail.
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 and CF10. The role is also subject to the Minimum Competency Code. In compliance with the Fitness and Probity Standards, any offer of employment is conditional upon you demonstrating that you meet the Standards.
Davy Group is a member of the Bank of Ireland Group.