Portfolio Analytics Specialist: Discretionary Investments

Davy; Dublin; Hybrid; EUR 80,000 - 110,000; Full time

Benefits offered by this job

Health and Wellbeing

Hybrid working model

Performance bonus

Job summary

Davy in Ireland seeks a Portfolio Manager to oversee discretionary client portfolios, performing rigorous portfolio analysis, and communicating drivers of performance to stakeholders.

The role collaborates with senior teams to ensure funds align with strategic goals, while adhering to risk and compliance frameworks and contributing to process improvements within the Portfolio Management Group.

Qualifications

• Degree in business, mathematics, finance, accounting or engineering.
• Excellent analytical and quantitative abilities.
• Strong communication and presentation skills.

Responsibilities

• Manage discretionary client portfolios with guidance from the Investment Committee.
• Perform portfolio analysis focusing on asset allocation, performance and risk drift.
• Monitor and report performance and risk against internal/external benchmarks.
• Collaborate with Investment Strategy and Selection teams to ensure core portfolios meet goals.

Job description

Davy in Ireland seeks a Portfolio Manager to oversee discretionary client portfolios, performing rigorous portfolio analysis, and communicating drivers of performance to stakeholders.

The role collaborates with senior teams to ensure funds align with strategic goals, while adhering to risk and compliance frameworks and contributing to process improvements within the Portfolio Management Group.