Davy

Analyst

• **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.

Portfolio Analyst

Bookkeeper

• Core member and contributor to the HR Operations team with a strong emphasis on payroll and benefits administration, systems, reporting and employee interaction
• Monthly payroll and benefits administration for Ireland and UK, including liaising with our outsourced payroll provider and other third parties
• Ensure accurate and timely payment of salaries, bonuses, deferred bonuses and pension contributions (including both company and self-administered schemes)
• Liaise directly with Revenue (Ireland), HMRC (UK), and ROI and UK Pension Administrators on payroll, tax, and pension matters
• Ensure compliance with payroll tax and pension obligations for both Ireland and UK
• Support audits and ensure data integrity
• Become an “expert user” of our HRIS system (Dayforce), maintaining accurate data and producing regular reports and key metrics for HR and Finance
• Stay updated on changes in payroll and pensions legislation
• Participate in process and procedure improvements, with a view to ensuring operational excellence
• Be a key point of contact on the full range of pay and benefits queries and requests from the business
• Support audits and internal reviews related to payroll and benefits
• Participate in HR projects as required

Payroll and Benefits Specialist

Risk

• Assist in the preparation and distribution of reports, presentations, and other materials as requested by the SMEs.
• Support with updating issue logs, RAID logs and relevant 1LOD team materials.
• Support the 1LOD team with prioritisation based on urgency of activities across three lines of defence.
• Schedule meetings with stakeholders across 1LOD, 2LOD and 3LOD.
• Take meeting minutes and distribute to 1LOD teams.
• Act as a liaison between team members and other internal parties, ensuring effective communication and coordination of tasks.
• Assist with ad hoc tasks and projects as assigned by SMEs or other senior team members.

Senior Associate, UK Risk Management

Manager

• Lead the end-to-end implementation of the Portfolio Management System (PMS), from design and configuration through to testing, data migration, and go-live.
• Collaborate with business users and department heads to identify operational challenges and define effective system or process-based solutions.
• Coordinate with internal teams and external vendors to ensure timely, on-budget delivery and resolution of issues.
• Facilitate workshops to gather business requirements and define system configurations.
• Evaluate and communicate organisational impacts resulting from new system implementations or process changes.
• Develop and manage detailed project plans, project documentation, tracking milestones, dependencies, and risks.
• Design and manage the integration of the PMS with existing Davy systems, ensuring seamless workflows and operational efficiency.
• Ensure accurate migration and reconciliation of historical data to support seamless transition and operational continuity
• Become a subject matter expert by maintaining a detailed knowledge base of business operations, business processes, data flows and systems.
• Lead the development and execution of robust test strategies to validate system functionality and support successful deployment.
• Support business readiness through process reviews, training material development, training delivery, and post-implementation reviews.
• Serve as the primary liaison for internal stakeholders and external vendors.
• Provide regular updates, progress reports, and risk assessments to senior leadership and steering committees.
• Promote cross-functional collaboration across business, operations, compliance, and IT teams to ensure alignment and buy-in.
• Take full ownership of the PMS post-implementation, ensuring it evolves with business needs.
• Configure, enhance, and maintain systems in line with evolving business requirements and product roadmaps
• Provide high-quality application support, managing backlogs, resolving queries, and escalating as needed.
• Drive continuous improvement initiatives and strengthen internal controls.
• Ensure ongoing data integrity, reporting accuracy, and regulatory compliance.

Application Manager

Financial Planning and Analysis

• An opportunity has arisen within our Private Clients division for a Financial Planning Associate on our Financial Planning Team. The role will collaborate with the Financial Planning Specialists and Private Client Advisers for our private clients within our key client segments – Business owners, Professionals & Executives and Lifestyle Solutions to produce bespoke goals-based financial plans catered specifically towards our client’s needs. Once an initial training period is completed, this will be a client facing role and will provide a great insight into the wealth management industry with a focus on career progression.
• In the role, the successful candidate will:
• Create goals based financial plans and investment solutions for clients, incorporating pension, tax and investment disciplines solving the clients needs.
• Liaise with technical specialists within the team and Private Client Adviser’s in preparing and delivering financial plans, applying knowledge and skills you will acquire.
• Use internal cashflow modelling tools.
• Engage with clients both personally and digitally in the end-to-end process from factfinding to presenting financial plans.
• Continue to build upon segment specific solutions.
• Assist in the implementation of actions identified during the planning process;
• Produce regular reviews of financial plans to meet the changing needs of our clients;
• Contribute to the continuous improvement of our processes and solutions;
• Assist with the production of other client material;
• Project work as required
• Contribution to content creation
• Comply with the Risk and Compliance frameworks, policies and procedures associated with the role.