Investment Analyst
Davy
Dublin, IE
5d ago

Description

The Davy Group is Ireland’s leading provider of wealth management, asset management, capital markets and financial advisory services.

You can read more about our growing company here : www.davy.ie

We value our employees as much as our clients, and are committed to embracing diversity in all its forms recognising that the breadth of thought, perspective and experience that emerges from a diverse workforce is essential to deliver on our core values.

Our city centre location, free access to our onsite gym and fitness studio, and impressive social calendar are just some of the unique benefits our employees enjoy while working at Davy.

Performance related bonuses, generous pension contributions and investment in your further education demonstrate the value we place in developing and rewarding our staff.

Davy. Making a difference that matters.

An opportunity has arisen for an Investment Analyst to join the Private Clients department at Davy.

Key responsibilities of this position will include :

  • Support the Client Adviser in the ongoing service of client relationships;
  • Ongoing portfolio management and oversight of client investment portfolios;
  • Communication of investment recommendations to clients;
  • Prepare client reporting packages and analysis for client meetings;
  • Proactively assist Client Advisers to ensure client satisfaction;
  • Engage with other business units to address client specific queries.
  • Requirements

  • Degree or Masters in Business related area;
  • QFA qualified (or willingness to complete);
  • Financial services experience desirable;
  • Excellent oral and written communications skills are required;
  • Strong general administration skills and a high level of proficiency in MS Word, Excel, Outlook and PowerPoint;
  • Exceptional customer relations and interpersonal skills;
  • Must be well organised, accurate in compiling financial data and attentive to detail;
  • An ability to work effectively as part of a team.
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