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Investment Associate

4 weeks ago

Dublin, Dublin City, Ireland Davy Full time
Investment Associate - Institutional Consulting

4 days ago Be among the first 25 applicants

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, charities, corporations, and domestic & international institutional investors.

Our culture is shaped around three values: client success, one Davy, and building a proud legacy. 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 grow professionally and personally.

An exciting opportunity has arisen within our Institutional Consulting division as an Investment Associate.

About The Role
  1. Focus on credit union clients;
  2. Work closely with Associate Directors and Directors;
  3. Execute engagement plans for advisory relationships, providing proactive contact, investment recommendations, and structured portfolio reviews in line with client mandates and Investment Committee guidance;
  4. Engage directly with clients on portfolio management;
  5. Prepare investment presentations and documentation for client meetings;
  6. Conduct significant portfolio analysis, focusing on regulatory limits and asset allocations;
  7. Implement client trade instructions;
  8. Prepare proposals for new business pitches;
  9. Assist with operational and administrative team tasks;
  10. Manage MI related to client relationships;
  11. Address client queries promptly and efficiently;
  12. Ensure compliance with regulatory requirements, Davy's Risk Management Framework, and internal policies;
  13. Become a recognized expert and contact for Davy's services and client queries;
  14. Network with industry peers at events;
  15. Adhere to Risk and Compliance policies.
About You
  1. Degree or Masters in Business-related field;
  2. Up to 12 months experience preferred but not essential;
  3. APA Savings & Investments and/or APA Pensions qualification, with willingness to complete QFA qualification;
  4. Proficiency in Microsoft Office, especially Excel, Word, and PowerPoint;
  5. CRM proficiency;
  6. Commitment to continuous learning;
  7. Interest and understanding of investments;
  8. Strong client focus;
  9. Excellent communication and presentation skills;
  10. High interpersonal skills and teamwork ability;
  11. Attention to detail and organizational skills;
  12. Ability to prioritize workload.

This role is classified as a "Controlled Function (CF)" under Irish regulations, requiring fitness and probity clearance and relevant qualifications such as APA, Registered Stockbroker, or QFA.

What We Offer

We provide benefits supporting professional and personal growth, including a competitive salary, performance bonus, flexible benefits, pension contributions, insurance, and more. We focus on development through training, sports & social programs, flexible working, and community initiatives. Davy is committed to diversity and inclusion, welcoming applicants who may not meet all criteria but are eager to contribute.

Additional Information
  • Seniority level: Associate
  • Employment type: Full-time
  • Job function: Finance and Sales
  • Industries: Technology, Information and Internet
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