Investment Senior Associate

2 weeks ago

Dublin, 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

An exciting opportunity has arisen to join the Global Investment Selection Team in Davy Private Clients. The Global Investment Selection Team is responsible for identifying the most appropriate investment instruments for inclusion in our client portfolios, and delivering the effective communication of the chosen investment instruments both internally and to our clients.

As a Senior Associate within the Investment Team the successful candidate will be responsible for the sourcing and reviewing of all existing and potential investments in their assigned investment stream. This role will focus on fixed income fund selection. The position also allows for a wider role contributing to team-level responsibilities in respect of other classes, including liquid alternatives. The role will include the oversight of existing investment positions, as well as the identification of new investments. In addition, the candidate will successfully develop and implement an effective communication and marketing plan including internal and external research publications, new product launches and client events, and will manage relationships with key internal and external stakeholders.

 In the role, the successful candidate will:

  • Source potential new investments for inclusion in client portfolios in their assigned investment stream. This will include presenting recommendations to the Investment Committee in order to implement the strategic and tactical aims of the investment function.
  • Evaluate existing investments to ensure optimal allocation
  • Create and maintain relationships with external managers and providers that are capable of delivering best in class investments that are suitable to our investment requirements
  • Manage new product launches including the development of an effective structure and marketing plan.
  • Provide ongoing support for existing investments to include product and manager updates/events.
  • Create and maintain relationships with internal stakeholders across a number of departments including delivery of information to portfolio managers and clients.
  • Development and management of junior members of team.

Requirements

About you

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

  • Minimum 5 years’ investment experience; including experience of fixed income investment fund selection
  • High degree of technical expertise
  • Excellent risk awareness
  • Excellent communication and presentation skills, both verbal and written;
  • A strong commitment to personal development;
  • Demonstrable problem solving skills and an ability to think analytically and conceptually;
  • Experience of successfully working under pressure and tight deadlines;
  • Experience of the MS Office suite combined with a strong knowledge of Bloomberg.

The completion of the QFA and CFA examinations is a requirement for this position.

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 

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)”namely CF3 & CF4. The role is also subject to the Minimum Competency Code. In compliance with the Fitness and Probity Standards, any offer of employment is conditional upon you demonstrating that you meet the Standards.

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.  

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. 

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