Portfolio Analyst: Private Client & Investment Strategy

Davy; Ireland; Hybrid; EUR 65,000 - 90,000; Full time

Benefits offered by this job

Health insurance

Flexible working options

Pension

Learning & development

Job summary

Davy is seeking a Portfolio Analyst to join the Private Client division. You will manage discretionary portfolios, perform asset allocation analysis, and monitor performance and risk. Collaborate with Investment Strategy teams, communicate insights to client advisors, and support the Investment Committee with ad hoc analyses.

The role emphasizes rigorous data analysis, Excel-based modelling, and a hybrid working model within Ireland.

Qualifications

• Degree in business/finance/accountancy or engineering.
• 3-5 years of relevant experience.
• Experience in quantitative research, performance measurement, performance attribution and ex-ante/ex-post risk preferred.
• APA Savings and Investments qualification desirable.
• Working towards CFA designation or equivalent.

Responsibilities

• Manage discretionary client portfolios with guidance from Investment Committee.
• Conduct portfolio analysis focusing on asset allocation, performance and risk drift.
• Monitor and report performance and risk against benchmarks for funds and portfolios.
• Communicate drivers of performance to stakeholders including client advisors.
• Support Investment Committee with ad hoc investment analysis.

Skills

Quantitative research

Performance measurement

Performance attribution

Risk analysis

Data analysis

Communication

Education

Degree in business/finance

Tools

Python

SQL

Excel

PowerPoint

Job description

Davy is seeking a Portfolio Analyst to join the Private Client division. You will manage discretionary portfolios, perform asset allocation analysis, and monitor performance and risk. Collaborate with Investment Strategy teams, communicate insights to client advisors, and support the Investment Committee with ad hoc analyses.

The role emphasizes rigorous data analysis, Excel-based modelling, and a hybrid working model within Ireland.