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Senior Portfolio Analyst/Engineer - 18 Month Fixed Term Contract

Davy GroupDublin, County Dublin, Ireland
On-site Contract

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Experience Level

Experience

Qualifications

Strong analytical and quantitative skills. Excellent communication and interpersonal abilities. Experience in investment analysis or portfolio management. Proficiency in risk assessment and management. Ability to work collaboratively in a team-oriented environment. Strong organizational skills and attention to detail.

About the job

About Us

At Davy Group, we celebrate the unique talents of our team members, which have been the cornerstone of our success for nearly a century. As we expand, so do you. You are not just a member of our team; you are a vital contributor to our future.

Founded in 1926, Davy Group is central to wealth and capital management in Ireland, offering a comprehensive suite of services to high-net-worth individuals, self-directed investors, small to medium enterprises, credit unions, corporations, and both domestic and international institutional investors.

Our culture revolves around three core values: client success, unity within Davy, and the creation of a proud legacy. Aligned by shared goals, we collaborate to achieve outstanding results for our clients. With a team of over 900 professionals, you will be encouraged to develop and grow both professionally and personally.

About the Role

An exciting opportunity has arisen within our Investment Team. The successful candidate will:

  • Collaborate with senior team members to monitor and report on the performance and risk of funds and portfolios managed by Davy, comparing them to internal and external benchmarks.
  • Analyze and effectively communicate the performance drivers to various stakeholders, including client advisors.
  • Monitor risk exposures across portfolios, focusing on market, credit, and liquidity risks.
  • Ensure robust processes by reviewing and updating procedures, implementing appropriate controls, developing relevant metrics, and cross-training with other analysts as needed.
  • Prepare documentation related to portfolios and funds for various investment committees.
  • Support the Investment Committee's evaluations and decisions with ad hoc investment analyses related to current or prospective products.
  • Manage relationships with external stakeholders, including the boards of funds managed by Davy.
  • Work with the broader investment team to enhance existing processes and develop new fund management and operational strategies.
  • Monitor fund allocations and trades in accordance with investment policies.
  • Assist with asset allocation analytics to ensure suitability, cost minimization, and effective implementation.
  • Collaborate with our IT colleagues to drive efficiencies in processes and production.
  • Participate in change forums and project meetings, providing input, sharing feedback, and supporting testing activities to ensure successful implementation of change initiatives.

About You

We are seeking a candidate with the following background and skills:

About Davy Group

Davy Group has been a leader in wealth and capital management in Ireland since 1926. We pride ourselves on our comprehensive services tailored to meet the needs of high-net-worth individuals and institutional investors, fostering client success and a legacy of excellence.

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