Investment Analyst

Davy; Belfast City District; On-site; GBP 45,000 - 65,000; Full time

Benefits offered by this job

Health and Wellbeing

Remuneration package

Growth opportunities

Hybrid working

Job summary

Davy UK in Belfast is seeking an Investment Analyst to support the UK Investment Team's delivery across client portfolios and to help achieve financial and operational goals in a growing business.

You will analyse portfolios, monitor corporate actions, contribute to reporting for high-net-worth clients, and help develop investment processes. The role offers a hybrid working model and opportunities to learn and grow within a 900+ team spanning clients in Ireland and beyond.

Qualifications

• Finance or business related degree (2:1 or higher).
• Strong client focus and service delivery.
• Proven planning and organisation skills.
• Excellent MS skills across PowerPoint, Word and Excel.

Responsibilities

• Day to day support in the management of UK discretionary and advisory portfolios.
• Implement transactional activity in line with central processes and policy guidance.
• Provide support to execution dealing service where permitted.
• Performance and attribution reporting for high-net-worth clients.
• Monitoring of corporate actions, cash balances and regulatory reports.
• Develop investment processes and policies alongside the UK team.

Skills

Financial analysis

Portfolio management

Client service

MS Excel

MS PowerPoint

MS Word

Presentation skills

Communication

Team player

Education

Finance or business degree

Tools

MS Excel

MS PowerPoint

MS Word

Job description

Investment Analyst 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.

A new role has opened for an Investment Analyst. This role will support the UK Investment Team's delivery of the Davy proposition across client portfolios and achievement of its financial and operational goals and targets. This is a very exciting time to join a business that is experiencing significant growth and transformation.

Key responsibilities of this position will include:

• Day to day support in the management of Davy UK discretionary and advisory portfolios
• Implement transactional activity in line with central processes and form policy and guidance
• Once permitted provide support to execution dealing service
• Performance and attribution, including bespoke reporting for high-net-worth clients
• Monitoring of corporate actions, cash balances and other regulatory reports
• Implementations of various regulatory reporting requirements and the provision of a range of system driven MI for management
• Support ad hoc project work relating to investment management and investment operations
• Contribute to the development of the DAVY Uk investment processes and policies

Qualifications and requirements

• Finance or business related third level qualification, degree or postgraduate (2:1 or higher)
• A strong client focus, to ensure effective service delivery
• Proven planning and organisation skills
• High degree of financial literacy and numeracy
• Excellent MS skills across PowerPoint, Word and Excel.
• High level of drive and enthusiasm
• Ability to work under pressure in a performance driven environment
• Results focused with tenacity to overcome obstacles
• Clear and concise communication skills
• Effective team player
• Excellent presentation skills
• Ability to network and build internal and external business relationships
• Prepared to travel on business within and outside NI
• Desirable Experience supporting advisory, investment management and pension businesses.

What we offer

• 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: We offer a comprehensive range of professional and personal development opportunities.
• 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.

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 eng