Hybrid Portfolio Analyst

Posted 2 days ago

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About the role

  • **About the role **
  • An exciting opportunity has arisen for a Portfolio Analyst to join our Private Client division. This role would be ideally suited to a recent graduate or someone who has an interest in starting an exciting career in Davy. In the role, the successful candidate will:
  • Be responsible for the management of discretionary client portfolios in conjunction with agreed client mandate and Investment Committee guidance;
  • Conduct significant client portfolio analysis with a strong focus on asset allocation, performance and risk drift.
  • Work with the senior members on monitoring and reporting of performance and risk of funds and portfolios managed by Davy to internal and external benchmarks;
  • Analyse and effectively communicate the drivers of this performance to the different stakeholders including client advisors
  • Support the Investment Committee’s evaluations and decisions with ad hoc investment analysis related to the current or prospective products
  • Act as a point of contact between the team and Client Advisers on all investment issues.
  • Work closely with the Investment Strategy & Investment Selection teams to ensure that core portfolios deliver on their goals.
  • Work closely with senior members of the Portfolio Management Group on various projects.
  • Work with IS to drive efficiencies in processes.
  • Comply with the Risk and Compliance frameworks, policies and procedures associated with the role.

Requirements

  • **About you**
  • We are looking for somebody who has the following background and skills:
  • Relevant 3rd level Degree or Masters in business/mathematics/finance/accountancy or engineering;
  • 0-2 years of relevant experience
  • Experience of quantitative research, performance measurement, performance attribution and ex-ante/ex-post risk will be preferred
  • APA Savings and Investments qualification or equivalent is desirable;
  • Willingness to obtain the Chartered Financial Analyst (CFA) designation;
  • Excellent information technology capability, including a high level of proficiency in Microsoft Office products (particularly Excel, Outlook, Word, PowerPoint);
  • Working knowledge of scripted/programming languages (eg, Python and SQL) essential;
  • Excellent analytical, problem-solving and quantitative skills;
  • Demonstrable interest and understanding of financial markets and main asset classes;
  • Strong communication and presentation skills; verbal and written;
  • High level of accuracy with strong attention to detail.

Benefits

  • **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.

Job title

Portfolio Analyst

Job type

Experience level

Junior

Salary

Not specified

Degree requirement

Bachelor's Degree

Tech skills

Location requirements

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