Investment Analyst in Belfast

At Davy, it’s the unique talents of all our people that have been the foundations of our success for 100 years. As we continue to grow, so do you. Because you are not just part of our team – you are a key player in shaping our future. At Davy, you are the difference.

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.

A new role has opened for an Investment Analyst. This role will support the UK Investment Team’s delivery of the Davy proposition across client portfolios and achievement of its financial and operational goals and targets. This is a very exciting time to join a business that is experiencing significant growth and transformation.

Key responsibilities of this position will include:

• Day to day support in the management of Davy UK discretionary and advisory portfolios
• Implement transactional activity in line with central processes and form policy and guidance
• Once permitted provide support to execution dealing service
• Performance and attribution, including bespoke reporting for high-net-worth clients
• Monitoring of corporate actions, cash balances and other regulatory reports
• Implementations of various regulatory reporting requirements and the provision of a range of system driven MI for management
• Support ad hoc project work relating to investment management and investment operations
• Contribute to the development of the Davy UK investment processes and policies

Requirements:

• Finance or business related third level qualification, degree or postgraduate (2:1 or higher)
• A strong client focus, to ensure effective service delivery
• Proven planning and organisation skills
• High degree of financial literacy and numeracy
• Excellent MS skills across PowerPoint, Word and Excel
• High level of drive and enthusiasm
• Ability to work under pressure in a performance driven environment
• Results focused with tenacity to overcome obstacles
• Clear and concise communication skills
• Effective team player
• Excellent presentation skills
• Ability to network and build internal and external business relationships
• Prepared to travel on business within and outside NI

Desirable:

• Experience supporting advisory, investment management and pension businesses.

Benefits:

At Davy, our people are our biggest investment. In today’s fast-moving world, we know it’s important to feel secure and empowered. That’s why Davy benefits support you through all of life’s stages, offering health and wellness, flexible working options, flexible benefits allowance, learning and development opportunities, through to assisted retirement planning.

Health and Wellbeing: Psychological safety, emotional wellbeing and support are a priority at Davy. We offer a comprehensive Employee Assistance Programme (EAP) and mental health first aid. Our Sports & Social teams promote physical wellbeing and social connection.

Reward and Recognition: We offer a competitive remuneration package to include salary, bonus, pension and a host of additional benefits to protect you and your family when it matters most.

Growth and Development: Our award-winning L&D function supports you and your growth at Davy. We offer a comprehensive range of professional and personal development opportunities. Our culture supports learning, and we encourage you to explore more at Davy.

Positive Workplace: Our workplace is inclusive, diverse, and offers everyone a sense of belonging. We are flexible and continue to support a hybrid working model. You will get to be your best at Davy.

Values and Culture: Exceptional client outcomes delivered by a world class team, underpinned by our core Davy values – One Team, Client Success, and Proud Legacy.

Important Information: 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.