Investment Analyst: Growth & Client Impact (Hybrid)

Davy; Belfast City District; Hybrid; 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

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.