Head of Investments, Davy Select

2 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 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

Reporting to the Head of Advisory across Davy Wealth Management, this role is responsible for guiding the investment strategy of the platform in Davy Select and expanding Davy Select’s offering to retail clients. The role is suited to an experienced Investment professional currently operating at a Director level, with exceptional drive, determination, and a proven track record of performance in a fast-paced, complex regulated business. This person must have the ability to innovate, motivate and build relationships. In the role, the successful candidate will: 

  • Lead an investment function and help design and oversee the development of investment solutions across all business channels in Davy Select.
  • Work directly with senior management on the launch of new Investment Products.
  • Manage complex and critical model management operations for a range of investment solutions.
  • Continuously improve the organisation’s ways-of-working around investment selection, portfolio construction and fund lists, establishing strong relationships across all business and operations areas.
  • Work with the broader Davy Investment team on Investment Strategy & Investment Selection initiatives.
  • Work closely with the independent financial advisers that Davy Select has key relationships with and their clients in developing high quality investment solutions.
  • Act as a point of contact for all queries relating to investment issues between the Davy Select account managers and independent financial advisers.
  • Provide investment analysis on funds and strategies as required.
  • Contribute at intermediary and client events, internal investment seminars and client meetings.
  • Attend investment conferences and seminars as required for either CPD or as part of input to investment reports.
  • Monitor our current client base in terms of trading patterns, investment preferences, trends etc.
  • Understand the retail investor market, both in Ireland and internationally, with a view to gaining insights on the opportunities and challenges that trading platforms face.
  • Outline a clear communications strategy with a focus on improving the overall client experience through education, insights etc.
  • Represent the team at various committees/forums.
  • As a key member of the Davy Select Team, make a significant contribution to the execution of the strategy and vision for Davy Select with the Wealth Management  and operating plans.

Requirements

About you

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

    • Minimum 10 years’ experience in investment related functions of financial service companies.
    • Strong background in Investments, ideally CFA qualified.
    • Excellent communication skills and ability to build stakeholder relationships.
    • High level of accuracy with strong attention to detail.
    • An ability to prioritise own workload.
    • Expertise in stakeholder management with proven track record in people leadership.
    • Excellent motivational, communication and interpersonal skills.
    • Experience of building and maintaining relationships of trust with stakeholders including Senior Management, Governance Committees and External Strategic Partners.

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.

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.

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