Investment Analyst

Davy; Dublin; On-site; EUR 40,000 - 60,000; Full time

Job summary

A leading investment firm in Dublin is seeking an Investment Analyst (Equities) to join their team. The role involves maintaining marketing documentation, analyzing investment opportunities, and communicating with portfolio managers and clients. The ideal candidate will have a degree in a business-related discipline and 1-3 years of relevant experience, along with strong analytical and communication skills. This position offers a competitive salary and numerous benefits to support professional growth.

Benefits

Competitive salary

Annual performance-related discretionary bonus

Employer pension contribution

Free on-site gym

Flexible working options

Qualifications

• 1-3 years post graduate experience in Stockbroking, Investment Management or Accountancy.
• Demonstrable interest and understanding of investments and financial markets.
• Willing to complete the QFA and CFA examinations.

Responsibilities

• Updating and maintaining all marketing documentation for the direct equity offering.
• Developing extensive knowledge of the companies in our global equity universe.
• Communicating portfolio updates and managing client queries.

Skills

Team player

Passion for investing

Analytical skills

Communication skills

Attention to detail

Information technology capability

Education

Degree or Masters in business-related discipline

Tools

Microsoft Excel

Microsoft Word

Microsoft PowerPoint

Job description

About us

From day one, you’ll notice there is something special about working at Davy. Our success is built on nearly 100 years of forging strong relationships with our clients and developing the careers of Ireland’s future business leaders.

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

A position has arisen for an Investment Analyst (Equities) to join the Investment Team within Private Clients. In the role, the successful candidate will:

• Updating and maintaining all marketing documentation for the direct equity offering.
• Developing extensive knowledge of the companies in our global equity universe, by monitoring market developments, analysing data and interpreting market trends.
• Analysing and formulating investment ideas for inclusion in the direct equity offering.
• Communicating portfolio updates, relevant news, information and investment views with Portfolio managers and directly with clients.
• Managing Portfolio Manager/Client queries in a timely manner.
• Participating with the Investment Team to formulate investment views for the Private Client Department.

About you

We are looking for somebody who has the following background and skills:

• A team player with the ability to use own initiative.
• A passion for investing.
• A positive attitude, flexible outlook and a high level of initiative and enthusiasm.
• A strong commitment to personal development.
• Degree or Masters level in business related discipline.
• 1-3 years post graduate experience in Stockbroking, Investment Management or Accountancy.
• 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.
• Excellent information technology capability, including a high level of competence in Microsoft Office products (particularly Excel, Outlook, Word, PowerPoint).
• Willing to complete the QFA and CFA examinations.
• An ability to prioritise own workload.

What we offer

We offer a range of benefits and experiences to support your professional and personal growth, whatever your career stage. Our benefits are not just a number. Yes, we offer competitive salary, annual performance-related discretionary bonus, annual flexible benefits, employer pension contribution, and multiple insurance coverage. But more than that, we focus on developing our people to be their best, professionally and personally.

Training support provided by award-winning Learning & Development Team, extensive sports & social programmes (including free on-site gym & fitness studio), flexible working options, employee assistance programme, enhanced leave options, and social & community care initiatives are just some of the ways our people can empower themselves to be their best.

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.

The position set out above is defined as a “Controlled Function (CF)” role, namely CF3, CF4, CF10.under Section 20 of the Central Bank Reform Act 2010 and Schedule 1 of the Regulations (S.I. No. 437 of 2011) as amended. In accordance with Section 21 of the Central Bank Reform Act 2010 and the Fitness and Probity Standards 2014, any offer of employment is conditional upon you demonstrating that you meet the Fitness & Probity requirements, applicable to this position. The role is also subject to the Minimum Competency Code and therefore there is a requirement to hold, or be willing to take the APA (Regulation & Investment) or (Pensions) or Registered Stockbroker or QFA exams.

Where agency assistance is required, our Recruitment Team will engage directly with suppliers. Unsolicited CVs / profiles supplied to us by recruitment agencies will not be accepted for this role.

Davy Group is a member of the Bank of Ireland Group.