Fund Analyst

About us 

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.

About the role

An exciting opportunity has arisen for a Fund Analyst to join our Investment Team. In the role, the successful candidate will:

• Prepare, process, and oversee fund allocation changes and trade execution in line with investment policies.
• Collaborate with senior team members to monitor and report on fund and portfolio performance and risk, benchmarked against internal and external standards.
• Analyze performance drivers and communicate findings effectively to stakeholders, including client advisors.
• Provide ad hoc investment analysis to inform the Investment Committee’s evaluations and decisions on current and prospective products.
• Manage relationships with external stakeholders and service providers, including fund boards, ensuring seamless communication and alignment.
• Serve as the primary point of contact between the team and Client Advisers on all investment-related queries.
• Partner with the Investment Strategy and Investment Selection teams to ensure portfolios meet their investment objectives.
• Compile documentation and prepare detailed reports for internal and external audiences, including fund boards.
• Enhance operational efficiency by reviewing and updating procedures, developing key controls and metrics, and cross-training with analysts as needed.
• Perform a variety of administrative tasks with accuracy and timeliness, ensuring high standards of operational execution.
• Work closely with IT to identify and implement process improvements through technology and automation.