Portfolio Analyst

Davy; Dublin; On-site; EUR 70,000 - 110,000; Full time

Benefits offered by this job

Health and wellbeing

Hybrid working

Learning and development opportunities

Assisted retirement planning

Job summary

Davy is seeking a Portfolio Analyst to join its Private Client division in Ireland. The successful candidate will manage discretionary portfolios, perform performance and risk analysis, and support Investment Committee decisions.

You will liaise with Client Advisers and senior PMG members, contributing to core portfolio goals while complying with risk and probity standards. The role emphasizes collaboration with Strategy & Selection teams, a strong emphasis on analytics, and a hybrid-friendly

Qualifications

• 3rd level degree in business/math/finance/accountancy or engineering.
• 3–5 years of relevant portfolio analysis experience.
• Quantitative research, performance measurement and risk knowledge preferred.
• APA Savings and Investments qualification desirable; CFA pathway encouraged.
• Strong IT skills including Excel and scripting languages (Python/SQL).

Responsibilities

• Manage discretionary client portfolios in line with client mandates and IC guidance.
• Conduct portfolio analysis focusing on asset allocation, performance and risk drift.
• Monitor and report performance and risk against benchmarks for funds and portfolios.
• Explain drivers of performance to clients, advisers and stakeholders.
• Support Investment Committee evaluations with ad hoc investment analysis.
• Act as a point of contact between team and Client Advisers on investment issues.
• Collaborate with Investment Strategy & Selection teams to meet core goals.

Skills

Python

SQL

Analytical ability

Communication skills

Excel proficiency

Attention to detail

Education

Degree in business, mathematics, finance, accounting or engineering

Tools

Python

SQL

Job description

About us

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.

About the role

An exciting opportunity has arisen for a Portfolio Analyst to join our Private Client division. 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;
• Conduct significant client portfolio analysis with a strong focus on asset allocation, performance and risk drift.
• Work with the senior members on monitoring and reporting of performance and risk of funds and portfolios managed by Davy to internal and external benchmarks;
• Analyse and effectively communicate the drivers of this performance to the different stakeholders including client advisors
• Support the Investment Committee’s evaluations and decisions with ad hoc investment analysis related to the current or prospective products
• 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.
• Work closely with senior members of the Portfolio Management Group on various projects.
• Work with IS to drive efficiencies in processes.
• Comply with the Risk and Compliance frameworks, policies and procedures associated with the role.

F&P

The position set out above is defined in the Fitness & Probity Standards issued by the Central Bank of Ireland as a “Controlled Function (CF)”. In compliance with the Fitness and Probity Standards applicable to your position, any offer of employment is conditional upon you demonstrating that you meet the Fitness & Probity Standards.

Requirements

About you

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

• Relevant 3rd level Degree or Masters in business/mathematics/finance/accountancy or engineering;
• 3-5 years of relevant experience
• Experience of quantitative research, performance measurement, performance attribution and ex-ante/ex-post risk will be preferred
• APA Savings and Investments qualification or equivalent is desirable;
• Working towards Chartered Financial Analyst (CFA) designation or equivalent professional qualification;
• Excellent information technology capability, including a high level of proficiency in Microsoft Office products (particularly Excel, Outlook, Word, PowerPoint);
• Working knowledge of scripted/programming languages (eg, Python and SQL) essential;
• Excellent analytical, problem-solving and quantitative skills;
• Demonstrable interest and understanding of financial markets and main asset classes;
• Strong communication and presentation skills; verbal and written;
• High level of accuracy with strong attention to detail.

Benefits

What we offer

At Davy, our people are our biggest investment. In today’s fast-moving world, we know it’s important to feel secure and empowered. That’s why Davy benefits support you through all of life’s stages, offering health and wellness, flexible working options, flexible benefits allowance, learning and development opportunities, through to assisted retirement planning.

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

Our award-winning L&D function supports you and your growth at Davy. We offer a comprehensive range of professional and personal development opportunities. Our culture supports learning, and we encourage you to explore more at Davy.

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. You will get to be your best at Davy.

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.

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.

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

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.