Investment Analyst

About Davy

For a century, Davy has thrived on the distinctive skills of its team members, forming the bedrock of its success. As the firm expands, so do the opportunities for its people who are integral in shaping the future. Founded in 1926, Davy Group is central to the Irish wealth and capital markets, serving a diverse clientele including high-net-worth individuals, self-directed investors, SMEs, credit unions, corporate entities, and domestic and global institutional investors.

Davy's culture revolves around three core values: client success, one Davy spirit, and building a proud legacy. United by these objectives, the team collaborates to deliver outstanding client outcomes. With a workforce exceeding 900 employees, Davy fosters both professional and personal growth.

Position Overview

The Global Investment Strategy Team within Davy Private Clients is seeking an Investment Analyst. This team formulates and communicates Davy's perspective on global economic trends and investment markets. Collaborating with investment selection and portfolio construction teams, they guide asset allocation for both discretionary and advisory clients. The analyst will report directly to the Head of Investment Strategy at Davy Wealth Management.

Role Responsibilities

• Join a team of skilled investment professionals aiming for high performance.
• Gain exposure to various asset classes such as equities, fixed income, and alternatives.
• Contribute to the production of regular reports (weekly, monthly, quarterly) and occasional analyses evaluating asset class and market performance.
• Support senior colleagues in creating marketing and sales materials.
• Assist in developing the firm's macroeconomic and market outlook.
• Help formulate tactical investment recommendations for discretionary portfolio management.
• Prepare internal briefings and insights on assigned economies and markets, alongside ongoing investment monitoring and updates.
• Participate in client events, internal seminars, and meetings.
• Maintain and provide input on investment content for the team.
• Attend relevant investment conferences and seminars for continuous professional development and research purposes.

Candidate Profile

• A genuine passion for investing and financial markets.
• Strong analytical and conceptual thinking capabilities.
• Positive, adaptable mindset with enthusiasm and self-motivation.
• Excellent verbal and written communication and presentation skills.
• Committed to ongoing personal and professional development.
• Holds a Degree or Master's in a business-related field.
• Up to three years of experience working in investment roles.
• Willing to pursue QFA and CFA qualifications.
• Proficiency with information technology, especially advanced skills in Microsoft Office.
• Effective workload prioritization and time management.

Regulatory Requirements

The role is classified as a "Controlled Function" (CF3, CF4, CF10) per the Central Bank of Ireland's Fitness & Probity Standards. Therefore, candidates must either hold or be prepared to undertake examinations such as APA (Regulation & Investment), Registered Stockbroker, QFA, and APA (Pensions) due to function relevance. Employment offers are contingent upon compliance with these standards.

Benefits and Work Culture

Davy prioritizes its employees, offering diverse benefits supporting well-being, flexibility, and development. These include health and psychological support programs like Employee Assistance Programme and mental health first aid, social and sports activities promoting physical wellness, and comprehensive learning and development initiatives.

remuneration includes a competitive salary, bonuses, pension provisions, and additional protection benefits for employees and their families.

Davy fosters an inclusive, diverse, and flexible workplace culture with options for hybrid working and a strong sense of belonging, aligned with its values of a united team, client success, and a proud legacy.

Additional Information

Davy is an equal opportunity employer committed to diversity and inclusion. Candidates not meeting every requirement are encouraged to apply. Reasonable accommodations can be made for the interview process upon request. Employment is subject to eligibility to work in Ireland. Recruitment agencies must coordinate directly with Davy’s recruitment team; unsolicited CVs from agencies will not be accepted.

Davy Group operates as part of the Bank of Ireland Group.