Fund Analyst

Davy

Fund Analyst in Davy Group managing fund allocations and performance analysis for investment strategies. Collaborating with stakeholders and ensuring alignment with investment policies and objectives.

Posted 4/21/2026full-timeDublin • 🇮🇪 IrelandMid-LevelSeniorWebsite

Tech Stack

Tools & technologies

PythonSQL

About the role

Key responsibilities & impact

Prepare, process, and oversee fund allocation changes and trade execution in line with investment policies.
Collaborate with senior team members to monitor and report on fund and portfolio performance and risk, benchmarked against internal and external standards.
Analyze performance drivers and communicate findings effectively to stakeholders, including client advisors.
Provide ad hoc investment analysis to inform the Investment Committee’s evaluations and decisions on current and prospective products.
Manage relationships with external stakeholders and service providers, including fund boards, ensuring seamless communication and alignment.
Serve as the primary point of contact between the team and Client Advisers on all investment-related queries.
Partner with the Investment Strategy and Investment Selection teams to ensure portfolios meet their investment objectives.
Compile documentation and prepare detailed reports for internal and external audiences, including fund boards.
Enhance operational efficiency by reviewing and updating procedures, developing key controls and metrics, and cross-training with analysts as needed.
Perform a variety of administrative tasks with accuracy and timeliness, ensuring high standards of operational execution.
Work closely with IT to identify and implement process improvements through technology and automation.

Requirements

What you’ll need

3-5 years of relevant experience
Bachelor’s/Master’s degree in Economics/Finance/Mathematics etc.
CFA/FRM qualification, or working towards, would be beneficial;
Relevant business experience would be beneficial;
Strong understanding of financial markets and the main asset classes;
Knowledge of UCITS, MiFID II or SFDR regulatory requirements would be beneficial.
Strong interest in financial modelling, portfolio analytics, statistical analysis and data modeling;
Working knowledge of scripted/programming languages (e.g., Python and SQL) is preferred;
Experience of quantitative research, performance measurement, performance attribution and ex-ante/ex-post risk will be preferred
Experience using research tools such as Bloomberg, Style Analytics, FactSet etc. a plus;
Excellent information technology capability, including a high level of competence in Microsoft Office products (particularly Excel, Outlook, Word, PowerPoint);
Strong analytical and problem-solving skills, written and verbal communication skills.
Excellent planning and organizational capabilities

Benefits

Comp & perks

Health and wellness benefits
Flexible working options
Flexible benefits allowance
Learning and development opportunities
Assisted retirement planning

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

financial modelingportfolio analyticsstatistical analysisdata modelingPythonSQLquantitative researchperformance measurementperformance attributionrisk analysis

Soft Skills

analytical skillsproblem-solving skillswritten communicationverbal communicationplanning capabilitiesorganizational capabilitiesstakeholder managementcollaborationreportingadministrative skills

Certifications

CFAFRMBachelor's degree in EconomicsBachelor's degree in FinanceBachelor's degree in MathematicsMaster's degree in EconomicsMaster's degree in FinanceMaster's degree in Mathematics