Investment Analyst

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 opportunity has arisen to join the Global Investment Strategy Team in Davy Private Clients. The Global Investment Strategy Team is responsible developing and communicating the Davy outlook of the global economies and investment markets. Working together with the investment selection and portfolio construction teams, this team drives the allocation policy for discretionary and advisory client portfolios. The Investment Analyst will report to the Head of Investment Strategy of Davy Wealth Management.

In the role, the successful candidate will:

• Be a member of a high performing team of investment professionals.

• This role will suit those eager to learn and gain exposure to asset classes, including equities, fixed income and alternative asset classes.

• Work closely with team in production of weekly, monthly, quarterly and ad-hoc reports, that analyse and evaluate the performance of asset classes and markets.

• Assist senior members of the team in preparation of marketing and sales collateral.

• Assist senior members of the team in developing the house view of the global economy and markets.

• Assist senior members of the team in developing tactical investment recommendations for discretionary portfolios.

• Preparation of internal updates and insights on specific assigned economies and markets. Aide ongoing monitoring of existing investments to include asset class and market updates and events.

• Contribute at client events, internal investment seminars and client meetings.

• Provide input for and maintain investment content for the team.

• Attend investment conferences and seminars as required for either CPD or as part of input to investment reports.

About you

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

Requirements

• A passion for investing.

• An ability to think analytically and conceptually.

• A positive attitude, flexible outlook and a high level of initiative and enthusiasm.

• Strong communication and presentation skills, both verbal and written.

• A strong commitment to personal development.

• Degree or Masters level in business related discipline.

• Up to 3 years investment experience.

• Willing to complete the QFA and CFA examinations.

• Excellent information technology capability, including a high level of competence in Microsoft Office products.

• An ability to prioritise own workload.

Fitness and Probity

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)”,…