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.

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