About the roleAn exciting opportunity has opened up in our Investment Team. We are seeking an experienced leader to join the Investment Team at Davy in a pivotal senior role. This position offers the opportunity to shape and oversee the framework for stakeholder reporting on discretionary investment solutions. The team is also responsible for significant quantitative analytical work including managing our SAA review process and driving innovation in bespoke analytics and operational efficiency.This role would be ideally suited to an experienced investment professional with people management experience. In the role, the successful candidate will:Lead and oversee team operations across fund performance, reporting, trading, and quantitative analytics, ensuring alignment with investment policies and strategic asset allocation (SAA) objectives.Recommend changes to funds and model portfolios based on SAA analysis. Collaborate with Investment Strategy and Selection teams to ensure portfolio allocations are appropriate.Direct performance monitoring and reporting, ensuring timely, accurate, and insightful analysis of portfolio performance, attribution, and risk metrics to Investment Committees and external stakeholders.Perform ad hoc analytical work on portfolios and funds, competitor analysis, and costs.Guide investment analysis to support the Investment Committee's evaluations of current and prospective products.Oversee documentation and reporting for internal governance and external audiences, including fund boards and regulators.Drive operational efficiency by reviewing and enhancing procedures, developing key controls and metrics, and embedding automation and technology solutions.Mentor and develop team members, fostering a culture of analytical excellence, collaboration, and continuous improvement.F & PThe position set out above is defined in the Fitness & Probity Standards issued by the Central Bank of Ireland as a "Controlled Function (CF)". In compliance with the Fitness and Probity Standards applicable to your position, any offer of employment is conditional upon you demonstrating that you meet the Fitness & Probity Standards.About You7–10 years of relevant experience in fund management, performance analytics, or investment operations, with at least 3 years in a leadership role.Bachelor's/Master's degree in Economics, Finance, Mathematics or related discipline.Professional qualifications such as CFA or FRM.Deep understanding of financial markets, asset classes, and portfolio construction techniques.Detailed understanding of quantitative analytics, including performance measurement, attribution, and risk analysis.Technical capability with programming languages (Python, SQL).Experience with research tools such as Bloomberg or FactSet is required.Understanding of ESG reporting and analysis would be beneficial.Excellent leadership and communication skills, with the ability to translate complex analysis into actionable insights for boards and advisers.Proven organizational and strategic planning ability, with a track record of delivering operational improvements and managing cross‑functional initiatives.BenefitsWe 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. We support health and wellness, flexible working options, flexible benefits allowance, learning and development opportunities, and assisted retirement planning.Our Employee Assistance Programme (EAP) and mental health first aid support psychological and emotional wellbeing. Our Sports & Social teams promote physical wellbeing and social connection.Our award‑winning L&D function supports you and your growth at Davy. We offer a comprehensive range of professional and personal development opportunities. We encourage you to explore more at Davy.Our workplace is inclusive, diverse and offers everyone a sense of belonging. We are flexible and continue to support a hybrid working model.Important InformationDavy 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 make the necessary arrangements.Appointment to this role is subject to the candidate's eligibility to work in Ireland.
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