Investment Associate

3 weeks ago

Cork, Cork, Ireland Davy Full time

About us 

From day one, you'll notice there is something special about working at Davy. Our success is built on nearly 100 years of forging strong relationships with our clients and developing the careers of Ireland's future business leaders.  

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

Based in our Cork office, an exciting opportunity has arisen for a Investment Associate to join our Wealth Management division. In the role, the successful candidate will: 

  • Working closely with an Associate Director/Director:
  • Assist in the creation and execution of relationship plans for each client relating to the implementation of their financial plan, adherence with service standards which lead to the development of long-term client relationships;
  • identify any areas across the business we can assist our clients to ensure all their objectives are met
  • Review existing client relationships, and in line with Investment Strategy, analyse whether the relationships are categorised correctly and therefore managed appropriately;
  • Execute a engagement plan for each advisory relationship to ensure they receive proactive, relevant and appropriate contact, investment ideas and recommendations and structured portfolio reviews;
  • Managing MI relating to client relationships;
  • Deal promptly and efficiently with client queries;
  • Ensure that all activities and duties are carried out in full compliance with regulatory requirements, Davy's Risk Management Framework and internal Policies and Policy Standards;
  • Be recognised as an expert and influential contact for Davy's services and in relation to client queries;
  • Ability to network with peers at industry events.
  • Comply with the Risk and Compliance frameworks, policies and procedures associated with the role.

Requirements

About you

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

  • Degree or Masters in Business related area;
  • Up to 12 months experience desired but not essential;
  • APA Savings & Investments and/or APA Pensions qualification with a willingness to complete QFA qualification;
  • A high degree of proficiency in Microsoft Office applications, particularly Excel, Word and PowerPoint;
  • Proficient in CRM;
  • A commitment to further education and continuous learning;
  • Demonstrable interest and understanding of investments;
  • A strong client focus, to ensure effective service delivery;
  • Strong communication and presentation skills;
  • Excellent attention to detail;
  • Excellent organisational skills;
  • An ability to prioritise own workload.

What we offer 

We offer a range of benefits and experiences to support your professional and personal growth, whatever your career stage. Our benefits are not just a number. Yes, we offer competitive salary, annual performance-related discretionary bonus, annual flexible benefits, employer pension contribution, and multiple insurance coverage. But more than that, we focus on developing our people to be their best, professionally and personally.  

Training support provided by award-winning Learning & Development Team, extensive sports & social programmes (including free on-site gym & fitness studio), flexible working options, employee assistance programme, enhanced leave options, and social & community care initiatives are just some of the ways our people can empower themselves to be their best. 

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. 

"The position set out above is defined as a "Controlled Function (CF)" role, namely CF3, CF4, CF10.under Section 20 of the Central Bank Reform Act 2010 and Schedule 1 of the Regulations (S.I. No. 437 of 2011) as amended. In accordance with Section 21 of the Central Bank Reform Act 2010 and the Fitness and Probity Standards 2014, any offer of employment is conditional upon you demonstrating that you meet the Fitness & Probity requirements, applicable to this position. The role is also subject to the Minimum Competency Code and therefore there is a requirement to hold, or be willing to take the APA (Regulation & Investment) or (Pensions) or Registered Stockbroker or QFA exams.

  • Investment Associate

    2 weeks ago

    Cork, Cork, Ireland TN Ireland Full time

    Social network you want to login/join with:Investment Associate - Cork Office, CorkClient:Location: Cork, IrelandJob Category:OtherEU work permit required: YesJob Reference:251849cd403bJob Views:2Posted:15.03.2025Expiry Date:29.04.2025Job Description:About usFrom day one, you'll notice there is something special about working at Davy. Our success is built on...

  • Risk Management Specialist

    4 days ago

    Cork, Cork, Ireland EPIC Investment Partners Full time

    About EPIC Investment Partners:We are a global investment, advisory and administration firm with 250 employees across four business lines: Capital, Administration, Markets, and Advisory.Our integrated approach supports companies, entrepreneurs, and investors by providing access to capital, advice, and administration services. We have offices located in the...

  • Financial Risk Analyst

    1 week ago

    Cork, Cork, Ireland EPIC Investment Partners Full time

    About EPIC Investment Partners:We are a global investment, advisory and administration firm established in 2001. Our integrated approach supports companies, entrepreneurs, and investors by providing access to capital, advice, and administration services.Our specialist areas include Private Equity, Turnaround Investments, Buyouts and Growth Investments, M&A,...

  • Operational Risk Specialist

    1 week ago

    Cork, Cork, Ireland EPIC Investment Partners Full time

    About EPIC Investment Partners:We provide a unique combination of investment, advisory and administration services to companies, entrepreneurs, and investors worldwide.Our expert teams offer specialist areas including Private Equity, Turnaround Investments, Buyouts and Growth Investments, M&A, Corporate Finance Advisory, Administration, Venture Capital, Fund...

  • Risk Analyst

    2 weeks ago

    Cork, Cork, Ireland EPIC Investment Partners Full time

    About EPIC Investment Partners:EPIC Investment Partners ("EPIC") is an independent investment, advisory and administration firm established in 2001. We are a global operation with 250 employees across four business lines: Capital, Administration, Markets, and Advisory. Our integrated approach supports companies, entrepreneurs, and investors by providing...

  • Global Fund Management Associate

    1 week ago

    Cork, Cork, Ireland Clearstream Fund Centre S.A., Cork Branch Full time

    Key ResponsibilitiesThe ideal candidate will have a good command of MS Office applications, particularly MS Excel and PowerPoint, and experience of using data visualisation tools such as PowerBI or Tableau.Collate, summarise, and analyse data.Experience of using associated visualisation tools.Knowledge of Clearstream Investment Funds systems, processes, and...

  • Credit Assessment Associate

    5 days ago

    Cork, Cork, Ireland Albany Beck Limited Full time

    Albany Beck is an award-winning consultancy specialising in Technology, Risk and Compliance primarily within Financial Services. We work with top tier Investment Banks, Asset Management firms, Hedge Funds and Fintechs. We are currently working with an Irish Retail Banking client of ours and looking to bring on a Credit Assessment Associate, to work with them...

  • Service Quality Associate

    2 days ago

    Cork, Cork, Ireland Clearstream Fund Centre S.A., Cork Branch Full time

    At Clearstream Fund Centre S.A., Cork Branch, we are seeking a highly skilled Service Quality Associate to join our team. In this exciting role, you will be responsible for supporting the change, risk, and quality management capabilities of our Global Fund Operations department.The ideal candidate will have strong analytical, critical thinking, and creative...

  • Sr Associate/Manager

    3 days ago

    Cork, Cork, Ireland Eli Lilly And Company Full time

    At Lilly, we unite caring with discovery to make life better for people around the world.We are a global healthcare leader headquartered in Indianapolis, Indiana.Our employees around the world work to discover and bring life-changing medicines to those who need them, improve the understanding and management of disease, and give back to our communities...

  • Commercial Property Associate Solicitor

    1 day ago

    Cork, Cork, Ireland TN Ireland Full time

    Commercial Property Associate Solicitor, CorkClient:Ronan Daly JermynLocation:Cork, IrelandEU work permit required:YesJob Reference:e5a4bcd58454Job Description:Ready to put your ambition into action? To work alongside the brightest minds, on the most supportive teams, answering the questions that make a real difference to businesses? Discover a career at...

  • Credit Assessment Associate

    3 days ago

    Cork, Cork, Ireland Albany Beck Limited Full time

    Albany Beck is an award-winning consultancy specialising in Technology, Risk and Compliance primarily within Financial Services.We work with top tier Investment Banks, Asset Management firms, Hedge Funds and Fintechs.We are currently working with an Irish Retail Banking client of ours and looking to bring on a Credit Assessment Associate, to work with them...

  • Financial Services Associate Manager

    1 week ago

    Cork, Cork, Ireland J.P MORGAN S.E Dublin Branch Full time

    About UsWe strive to build trusted, long-term partnerships to help our clients achieve their business objectives. Our team is committed to delivering industry-leading investment management and private banking solutions.Job Description: As a Financial Services Associate, you will be responsible for managing client accounts and executing the timely processing...

  • Sr Associate/Manager

    4 days ago

    Cork, Cork, Ireland Eli Lilly and Company Full time

    At Lilly, we unite caring with discovery to make life better for people around the world. We are a global healthcare leader headquartered in Indianapolis, Indiana. Our employees around the world work to discover and bring life-changing medicines to those who need them, improve the understanding and management of disease, and give back to our communities...

  • Risk Management Associate

    5 days ago

    Cork, Cork, Ireland Clearstream Fund Centre S.A., Cork Branch Full time

    **Career Opportunities:**This is an excellent opportunity to expand beyond the advertised role and team/unit based on the company's needs. We offer ample learning opportunities and mentorship to ensure your growth and development.Main Responsibilities:Produce management reports for Global Funds Operations.Manage corporate requests, including intercompany,...

  • Service, Quality and Improvement Associate

    2 weeks ago

    Cork, Cork, Ireland Deutsche Börse Full time

    Service, Quality and Improvement AssociateDeutsche Börse Cork, IrelandPosted 19 days ago - Permanent - CompetitiveAre you looking for a new challenge and exposure to Global Fund Operations Management? This is an excellent opportunity to support the change, risk, and quality management capabilities of Global Fund Operations. You'll be involved in a variety...

  • Employment Law Associate Solicitor

    3 weeks ago

    Cork, Cork, Ireland RDJ LLP Full time

    ASSOCIATE SOLICITOR, EMPLOYMENTRDJ Dublin | Cork | GalwayContract: 12 month fixed term contract, HybridReady to put your ambition into action? To work alongside the brightest minds, on the most supportive teams, answering the questions that make a real difference to businesses? Discover a career at RDJ.RDJ are a leading Irish corporate law firm combining the...

  • Curbside Order Associate

    1 week ago

    Cork, Cork, Ireland Red Lobster, Inc. Full time

    Our Commitment to YouWe offer competitive wages and weekly pay to ensure you can manage your finances effectively. Additionally, we provide flexible scheduling to accommodate your needs and promote work-life balance. We believe in investing in our employees' growth and development by offering training and career opportunities.

  • Service, Quality And Improvement Associate

    2 weeks ago

    Cork, Cork, Ireland Clearstream Fund Centre S.A., Cork Branch Full time

    Are you looking for a new challenge and exposure to Global Fund Operations Management?This is an excellent opportunity to support the change, risk, and quality management capabilities of Global Fund Operations.You'll be involved in a variety of departmental support activities and strategic projects.Why Join Us?Inclusive Environment: We value diversity and...

  • Service, Quality And Improvement Associate

    2 weeks ago

    Cork, Cork, Ireland Clearstream Fund Centre S.A., Cork Branch Full time

    Are you looking for a new challenge and exposure to Global Fund Operations Management? This is an excellent opportunity to support the change, risk, and quality management capabilities of Global Fund Operations.You'll be involved in a variety of departmental support activities and strategic projects.Why Join Us? Inclusive Environment: We value diversity and...

  • Service, Quality And Improvement Associate

    6 days ago

    Cork, Cork, Ireland Deutsche Börse Ag Full time

    Your career at Deutsche Börse GroupInternal Job Description RoleGlobal Fund Operations: Service Quality and Improvement (SQ&I)Position DescriptionThis is an excellent opportunity for a professional looking for a new challenge and exposure to Global Fund Operations Management.In this position, you will primarily support the change, risk, and quality...