Head of Fund Operations & Governance

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 opened up on our Investment Team.

We are seeking an experienced, motivated, detail‑oriented fund operations and governance lead to join the investment function supporting our UCITS funds and segregated portfolios. This role is ideal for someone who enjoys working in a fast‑paced environment and can take ownership of critical data processes that underpin portfolio management, reporting, regulatory oversight, and investment governance.

Senior leader accountable for the operating model and 1st line control environment across a UCITS fund platform with c. €8bn AUM and seg mandates with c5bn AUM within the wealth management business. The role owns operational integrity, outsourced provider oversight, incident resolution, data quality, and workflow/system effectiveness.

In the role, the successful candidate will: 

• Lead senior engagement, performance governance, and escalation management across the external model (ManCo/administrator and wider providers). Ensure robust MI, service standards, issues tracking, and evidence-based oversight appropriate to the scale and complexity of the platform.
• Own oversight of the operational implications of trading performed by a sub‑IM: trade lifecycle exceptions, settlement issues, failed trades, allocation/broker queries, and resolution coordination across sub‑IM, administrator, and depositary.
• Lead the operational governance of fund launches, share class changes, fee changes, prospectus/document updates, benchmark/strategy changes, mergers/closures, ensuring operational readiness and reliable delivery.
• Accountable for all IM content in UCITS board packs, including incidents, trends, KPIs, exceptions, and remediation. Own responses to board queries.
• Build a disciplined first-line governance culture with clear ownership, rapid escalation, strong documentation and continuous improvement in control design and operational resilience.
• Implement consistent first-line controls and operational standards across both funds and segregated portfolios.
• Coordinate with internal teams on data operating model for investment operations: data sourcing from counterparties/providers, validation, exception handling
• Participate in projects involving data improvements, system upgrades, or process optimisation.