Portfolio Analyst

Davy; Dublin; On-site; EUR 35,000 - 50,000; Full time

Job summary

Davy is seeking a Portfolio Analyst for its Private Client division in Dublin. This role is ideal for recent graduates interested in finance. Responsibilities include managing client portfolios, performing analysis, and collaborating with Client Advisers. Davy offers a supportive environment focused on professional growth and training.

Benefits

Annual performance-related discretionary bonus

Employer pension contribution

Flexible working options

Extensive sports & social programmes

Training support from Learning & Development Team

Qualifications

• Seeking recent graduates or those starting a career in finance.
• Strong analytical and quantitative skills required.
• Willingness to obtain the Chartered Financial Analyst (CFA) designation.

Responsibilities

• Manage discretionary client portfolios according to client mandate.
• Conduct portfolio analysis focusing on asset allocation and performance.
• Serve as the point of contact for investment issues.

Skills

Analytical skills

Communication skills

Attention to detail

Proficiency in Microsoft Excel

Interest in financial markets

Education

Relevant 3rd level Degree or Masters in business/finance/accountancy or engineering

APA Savings and Investments qualification

Tools

Financial Analytics tools (e.g., Bloomberg)

Programming languages (Python, SQL)

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

An exciting opportunity has opened up for a Portfolio 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. In the role, the successful candidate will:

• Be responsible 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;
• Act as a point of contact between the team and Client Advisers on all investment issues;
• Work closely with the Investment Strategy & 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.

About you

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

• 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;
• Working knowledge of scripted/programming languages (eg, Python and SQL) would be beneficial;
• 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.

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 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.

Appointment to this role is subject to the candidate's eligibility to work in Ireland.

The position set out above is defined in the Fitness & Probity Standards issued by the Central Bank of Ireland (“Fitness & 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.”

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.