Investment Senior Associate

4 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. 

  • Senior Investment Associate

    3 weeks ago

    Dublin, Ireland FK International Full time

    Job Description Exciting opportunity to join a leading investment firm in Dublin. The Senior Investment Associate will be involved in identifying and reviewing potential investment opportunities for client portfolios with a particular focus on fixed income fund selection. Key responsibilities will include: Sourcing potential investments (e.g. fixed income...

  • Investment Risk Analyst

    6 months ago

    Dublin, Ireland Insight Investment Full time

    Company Overview: Insight Investment is a leading asset manager focused on designing investment solutions to meet its clients’ needs. Founded in 2002, Insight’s collaborative approach has delivered both investment performance and growth in assets under management. Insight manages assets across its core liability-driven investment, risk management,...

  • Senior Associate

    2 weeks ago

    Dublin, Ireland Elevate Partners Full time

    On behalf of our client, a high growth renewable developer, we are looking to hire a Senior Associate to join the Investment and Transaction team. The Role:  Play a key role in preparing and managing and executing transactions including managing the DD process. Optimise the current and future pipeline in terms of asset divestment /investments, joint...

  • Senior Associate

    2 weeks ago

    Dublin, Ireland Elevate Partners Full time

    Job DescriptionOn behalf of our client, a high growth renewable developer, we are looking to hire a Senior Associate to join the Investment and Transaction team. The Role:  Play a key role in preparing and managing and executing transactions including managing the DD process. Optimise the current and future pipeline in terms of asset divestment...

  • Investment Associate

    5 months ago

    Dublin, Ireland Elevate Partners Full time

    Our client a leading Wealth Management firm are currently looking to hire an Investment Associate to join their team in Dublin. The successful candidate will have an interest and understanding of investments and a strong client focus.Role Duties: Working closely with an Associate Director/DirectorAssist in the creation and execution of relationship plans...

  • Investment Associate

    1 week ago

    Dublin, Ireland Elevate Partners Full time

    On behalf of our client, a reputable mid-market PE firm, we are looking to hire an Investment Associate to join the Dublin team.  The Role: Conduct in-depth market research and financial analysis to identify potential investment opportunities. Evaluate and model financial projections to assess the viability and potential returns of investment...

  • Investment Associate

    1 week ago

    Dublin, Ireland Elevate Partners Full time

    Job DescriptionOn behalf of our client, a reputable mid-market PE firm, we are looking to hire an Investment Associate to join the Dublin team.  The Role: Conduct in-depth market research and financial analysis to identify potential investment opportunities. Evaluate and model financial projections to assess the viability and potential returns of...

  • Associate - Credit Investment

    4 months ago

    Dublin, Ireland FK International Full time

    Job Description Our client, a significant global investment firm, is currently recruiting an Investment Associate to join its Dublin based team, with a focus on European credit investment opportunities. Responsibilities will include: Evaluation of new investment opportunities, including undertaking detailed financial due diligence, financial analysis and...

  • Investment Associate

    2 months ago

    Dublin, Ireland Elevate Partners Full time

    We are delighted to partner with an international mid-market private equity firm who are now looking to hire an Investment Associate to join their Dublin team. The Role: Provide analytical and research support, including financial modelling. Manage the due diligence process on potential transactions. Preparation of investment memos and recommendations...

  • Investment Associate

    1 month ago

    Dublin, Ireland Artemis Human Capital Full time

    We are delighted to partner with a highly regarded Private Equity firm who are seeking to add an ambitious Investment Associateto the team. This is a unique opportunity to work alongside a great team and contribute to the firm's continued growth and success. Key Responsibilities: Conduct thorough assessments of potential investment opportunities, analysing...

  • Investment Associate

    2 months ago

    Dublin, Ireland Elevate Partners Full time

    Job DescriptionWe are delighted to partner with an international mid-market private equity firm who are now looking to hire an Investment Associate to join their Dublin team. The Role: Provide analytical and research support, including financial modelling. Manage the due diligence process on potential transactions. Preparation of investment memos and...

  • Investment Compliance Services

    1 month ago

    Dublin, Ireland State Street International (Ireland) Ltd Full time

    Position Description: You will manage a number of complex clients with varied fund types (e.g. UCITS, AIFs, Pension funds) and assist them with onboarding new funds and maintaining the compliance monitoring of their existing funds, reviewing Regulations, prospectuses and investment management guidelines. RESPONSIBILITIES: Review and audit investment...

  • Investment Compliance Services

    2 months ago

    Dublin, Ireland State Street Full time

    Position Description:You will manage a number of complex clients with varied fund types (e.g. UCITS, AIFs, Pension funds) and assist them with onboarding new funds and maintaining the compliance monitoring of their existing funds, reviewing Regulations, prospectuses and investment management guidelines.RESPONSIBILITIES:Review and audit investment compliance...

  • Senior Associate

    4 months ago

    Dublin, Ireland Amicus Recruitment Full time

    Amicus Recruitment have been engaged by a leading, full service, Dublin Law firm to bring to market a Senior Associate role, within the tax department. The firm provides services to high profile companies, financial institutions and government bodies in relation to complex legal and tax transactions. The firm offers a fully integrated tax service providing...

  • Associate/ Senior Associate

    6 months ago

    Dublin, Ireland StepStone Group Full time

    is a rapidly growing Global Private Markets firm who provides customized investment and advisory solutions to some of the most sophisticated investors in the world. With $675 billion of total capital allocations, including more than $150 billion in AUM, we are highly diversified in the private markets across the globe and provide creative solutions to solve...

  • Investment Associate

    4 months ago

    Dublin, Ireland Davy Group 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...

  • Investment Associate

    4 months ago

    Dublin, Ireland FK International Full time

    Job Description Our client, a significant alternative investment firm is currently hiring for an Investment Associate to join the Structured Finance business, based in Dublin. Responsibilities will include: Screening and underwriting of credit investment opportunities Ongoing portfolio monitoring and management Develop a detailed knowledge of the deal...

  • Investment Associate

    4 months 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...

  • Associate Level 1- Client Services

    6 months ago

    Dublin, Ireland 253 FIL Investment Management Ltd Full time

    About the Opportunity Job Type: PermanentApplication Deadline: 27 April 2024 Title: Associate Department: Client Services Location: Dublin ,Ireland Reports To: Team Lead Join us as an 'Associate-Client Services' at Fidelity! If you enjoy phone conversations with customers, working from a premium location based in Dublin, Ireland and...

  • Senior Investment Manager

    1 week ago

    Dublin, Ireland Lex Consultancy Full time

    An exceptional opportunity has arisen for a Senior Investment Manager within the Portfolio Monitoring team of a prestigious asset and liability management service provider to the Irish Government. This role offers a unique chance to contribute to the economic growth and development of Ireland through strategic investment management. This company is...