Investment Associate

3 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 opened up on the Professionals & Executives team within Davy Private Clients. 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;
  • Identifying revenue potential and opportunities to cross-sell Davy services;
  • 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 

“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.

Davy is an equal opportunities employer and we are committed to fostering an inclusive workplace. We value diversity both in background and in experience. You might not meet all of the requirements outlined in the above job description, but we would still like to hear from you. We review all applications received.  

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. 

  • Alternative Investment Associate

    3 months ago

    Dublin, Ireland Elevate Partners Full time

    We are currently working with a leading Wealth Management firm who are looking to hire an Alternative Investment Associate to join their team in Dublin. Role Duties include: Prioritise and complete tasks that ensure funds are accurately priced for each valuation point for a portfolio of private equity funds and hedge fundsResponsible for the execution of...

  • Alternative Investment Support Associate

    2 months ago

    Dublin, Ireland Elevate Partners Full time

    Job DescriptionWe are currently working with a leading Wealth Management firm who are looking to hire an Alternative Investment Associate to join their team in Dublin. Role Duties include: Prioritise and complete tasks that ensure funds are accurately priced for each valuation point for a portfolio of private equity funds and hedge fundsResponsible for the...

  • Investment Associate

    2 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

    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...

  • Associate Level 1- Client Services

    4 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...

  • Investment Manager

    2 weeks ago

    Dublin, Ireland Elevate Partners Full time

    We are seeking a highly motivated and experienced Investment Manager to join a Dublin-based Private Equity Fund, with a primary focus on identifying, evaluating, and managing investments within Ireland. The successful candidate will play a pivotal role in driving the growth and performance of our investment portfolio, working closely with senior leadership...

  • Investment Manager

    2 weeks ago

    Dublin, Ireland Elevate Partners Full time

    Job DescriptionWe are seeking a highly motivated and experienced Investment Manager to join a Dublin-based Private Equity Fund, with a primary focus on identifying, evaluating, and managing investments within Ireland. The successful candidate will play a pivotal role in driving the growth and performance of our investment portfolio, working closely with...

  • Investment Solutions Associate

    5 days ago

    Dublin, Ireland IE009 Mercer Global Investments Europe Limited Full time

    Description: What can you expect: An exciting opportunity to join Mercer’s rapidly-growing global Investment Solutions business, which has seen phenomenal growth over recent years and is now the world’s largest provider of OCIO (Outsourced Chief Investment Officer) services with over $480bn in assets under management. Dublin is the hub for...

  • Investment Solutions Associate

    3 weeks ago

    Dublin, Ireland IE009 Mercer Global Investments Europe Limited Full time

    Description: What can you expect: An exciting opportunity to join Mercer’s rapidly-growing global Investment Solutions business, which has seen phenomenal growth over recent years and is now the world’s largest provider of OCIO (Outsourced Chief Investment Officer) services with over $480bn in assets under management. Dublin is the hub for...

  • Investment Solutions Associate

    5 days ago

    Dublin, Ireland Mercer Full time

    What can you expect:An exciting opportunity to join Mercer’s rapidly-growing global Investment Solutions business, which has seen phenomenal growth over recent years and is now the world’s largest provider of OCIO (Outsourced Chief Investment Officer) services with over $480bn in assets under management.Dublin is the hub for management of our...

  • Alternative Investment Support Associate

    3 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...

  • Investment Solutions Associate

    3 months ago

    Dublin, Ireland Mercer Full time

    What can you expect:An exciting opportunity to join Mercer’s rapidly-growing global Investment Solutions business, which has seen phenomenal growth over recent years and is now the world’s largest provider of OCIO (Outsourced Chief Investment Officer) services with over $480bn in assets under management.Dublin is the hub for management of our...

  • Alternative Investment Support Associate

    3 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...

  • 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...

  • Alternative Investment Support 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...

  • Associate/ Senior Associate

    4 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 Operations Senior Analyst

    3 months ago

    Dublin, Ireland SEI1GLOBAL Full time

    JOB DESCRIPTION SEI Investments is a leading global provider of asset management and investment technology solutions.The company’s innovative solutions help corporations, financial institutions, financial advisors, and affluent families create and manage wealth. SEI is a people focused organization which encourages and recognizes employee development as...

  • Risk Management Associate

    2 months ago

    Dublin, Ireland Fisher Investments Full time

    Overview Are you passionate about risk analysis? Do you enjoy solving complex problems while working in a dynamic, multinational organization? Do you have knowledge or exposure to the world of financial services, or an interest in learning more? If so, the Risk Management Associate at Fisher Investments Ireland may be the job for you. The...

  • Private Client Advice Associate

    3 weeks ago

    Dublin, Ireland Fisher Investments Full time

    Overview Fisher Investments Ireland is looking for a talented new Private Client Advice Associate to join our rapidly growing team. The Private Client Advice (PCA) department provides regulated financial planning advice on the suitability of pension switches/transfers, investment taxation and asset allocation recommendation to our European clients....

  • Credit Union Sales

    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...