Senior Portfolio Analyst/Engineer - 18 Month FTC
About us
At Davy, it’s the unique talents of all our people that have been the foundations of our success for almost 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.
Requirements
About the role
An exciting opportunity has opened up in our Investment Team. In the role, the successful candidate will:
- 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;
- Analyzing and effectively communicating the drivers of this performance to the different stakeholders including client advisors ;
- Monitor risk exposures across portfolios, including market, credit, and liquidity risks.
- Ensuring our processes are robust by reviewing and updating the procedures, ensuring appropriate controls are used, developing relevant metrics and cross-training with other analysts where needed;
- Collating documentation in relation to portfolio and funds for various investment committees;
- Supporting the Investment Committee’s evaluations and decisions with ad hoc investment analysis related to the current or prospective products;
- Manage relationships with external stakeholders including the boards of funds managed by Davy;
- Working with the broader investment team to improve existing and creation of new fund management and operational processes;
- Monitoring of funds allocations and trades in line with investment policies;
- Assisting asset allocation analytics to ensure suitability, cost minimization & implementation;
- Working with our colleagues in IT to drive efficiencies in processes and production.
- Participate in change forums and project meetings, providing input, sharing feedback and supporting testing activities to ensure successful implementation of change initiatives.
About you
We are looking for somebody who has the following background and skills:
- 5+ years of relevant experience
- Bachelor’s/Master’s degree in Economics/Finance/Mathematics etc
- Familiar with multi-asset portfolios and institutional investment strategies.
- Experience of quantitative research, performance measurement, performance attribution and ex-ante/ex-post risk
- Strong interest in financial modelling , portfolio analytics, statistical analysis and data modeling;
- Strong analytical and problem-solving skills, written and verbal communication skills.
- Working knowledge of scripted/programming languages (eg, Python and SQL) ;
- Strong understanding of financial markets and the main asset classes;
- Excellent information technology capability, including a high level of competence in Microsoft Office products (particularly Excel, Outlook, Word, PowerPoint);
- Knowledge of UCITS, MiFID II or SFDR regulatory requirements would be beneficial.
- CFA qualification, or working towards, would be beneficial;
- Excellent planning and organizational capabilities
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.
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.