Davy

Financial Planning and Analysis

• Assist in operating and overseeing the development of investment solutions across all Davy Select business channels
• Work with senior management on launching new Davy Select investment products
• Manage complex and critical model management operations for investment solutions
• Improve processes for investment selection, portfolio construction, and fund lists
• Build relationships across business and operations areas
• Work with the Davy Investment Team on investment strategy and investment selection initiatives
• Act as a contact for investment-related queries between Davy Select Account Managers and Independent Financial Advisers
• Provide investment analysis on funds and strategies
• Contribute to intermediary and client events, internal investment seminars, and client meetings
• Provide and maintain investment content for the Davy Select website
• Attend investment conferences and seminars for CPD or investment-report contributions
• Report to the Head of Investments and collaborate with the wider Davy Investment Team and Davy Select senior management

Investment Analyst

Business Analyst

• Produce and maintain regular management reports and dashboards
• Monitor and analyse key business metrics, trends and performance indicators
• Identify opportunities, risks and emerging trends through data analysis
• Support business performance reporting to management and key stakeholders
• Develop reporting solutions that improve visibility, consistency and decision-making
• Conduct forecasting, trend analysis and scenario modelling to support business planning
• Analyse business performance and provide actionable insights and recommendations
• Assist management in evaluating business opportunities and areas for improvement
• Support budgeting, forecasting and planning activities through analytical input
• Translate data into meaningful management information and business intelligence
• Support the production and development of performance scorecards and reporting frameworks
• Track performance against agreed objectives and key metrics
• Provide analytical support to managers and business stakeholders
• Ensure performance data is accurate, timely and actionable
• Contribute to continuous improvement of performance measurement processes
• Support data quality improvement initiatives across business systems and processes
• Assist in maintaining data integrity, consistency and governance standards
• Identify data issues and work with stakeholders to implement corrective actions
• Contribute to reporting and data management process enhancements
• Support business readiness activities associated with system and technology initiatives
• Build working relationships across business functions
• Liaise between operational teams and support functions regarding reporting and analysis requirements
• Gather and document business requirements for reporting and analytical needs
• Present findings, insights and recommendations clearly and concisely
• Support projects and initiatives requiring analytical expertise and business insight

Risk

• Conduct ongoing due diligence reviews on customers, including high-risk customers, PEPs, and corporates
• Review transaction monitoring alerts to identify indicators of fraud, AML, terrorist financing, and other high-risk activity
• Become expert in internal and external systems to ensure monitoring and screening activities are documented in compliance with internal standards and regulatory expectations
• Analyze customer transactions against risk profiles and histories to determine a reasonable basis for potentially suspicious transactions
• Assess screening alerts for political exposure and sanctions
• Document alert assessments according to procedures and escalate suspicious transactions and PEP/sanction alerts
• Prepare first-draft SAR/STR narratives for reporting to FIU and Revenue
• Complete reviews in line with Davy standards and KPIs
• Support second-line colleagues in responding to FIU and Revenue queries

Risk Based Due Diligence and Transaction Monitoring Associate

• Support the Investment Manager’s engagement with fund boards and service providers, including the ManCo and administrator/depository
• Support governance of fund events, including fund launches, share class launches, fee changes, prospectus and legal document updates, benchmark and strategy changes, mergers and closures
• Assist in resolving trade lifecycle issues related to model changes, rebalances, corporate actions, cash and flows, and their impact on positioning across systems
• Build and maintain relationships with internal and external stakeholders supporting fund and model portfolio solutions
• Assist with investment technology and data workstreams, including platform setup and testing FactSet and Snowflake
• Support adoption of investment technology by portfolio managers
• Assist with senior engagement, performance governance and escalation management across the external provider model
• Ensure robust management information, service standards, issue tracking and evidence-based oversight
• Assist in resolving issues on Davy-managed funds, including tax issues, board requests and information requests
• Act as a central business lead on the Investment Management Programme, driving improvements to technology, data platforms, systems and workflows
• Serve as a key contact for Investment Manager content in UCITS board packs, including incidents, distribution trends, exceptions and remediation
• Own responses to board queries
• Respond to information requests from the ManCo, board and administrator
• Coordinate the firm’s input across internal teams

Senior Associate – Investment Platform

• Play a key role in the successful implementation and operationalisation of a new product within Davy
• Act as the bridge between business and technology teams
• Gather, analyse, and document business, functional, and technical requirements
• Facilitate stakeholder workshops to understand business needs and define solution requirements
• Create and maintain user stories, process maps, acceptance criteria, and requirements documentation
• Support product squads and technology teams to ensure requirements are understood and delivered effectively
• Identify and manage risks, issues, and dependencies throughout the delivery lifecycle
• Maintain requirements traceability and delivery documentation
• Ensure solutions comply with regulatory, risk, and governance requirements
• Liaise between business, technology, operations, and product teams
• Communicate complex business and technical requirements to stakeholders
• Build relationships to support collaboration and successful delivery outcomes
• Identify opportunities for process improvement, automation, and operational efficiency
• Support continuous improvement initiatives and adoption of best practices
• Support delivery, product launch readiness, and ongoing service performance

Accounts Payable

• Manage the end-to-end accounts payable process, ensuring invoices are processed accurately and according to company policies and procedures
• Review and set up new suppliers, completing documentation, approvals, and due diligence checks
• Maintain accurate and up-to-date supplier master data
• Ensure compliance with internal controls, delegated authorities, procurement policies, and governance requirements
• Process and validate supplier invoices, matching them to purchase orders and approvals where applicable
• Investigate and resolve invoice queries, discrepancies, and supplier issues
• Prepare and execute supplier payment runs according to payment schedules and approval processes
• Reconcile supplier statements and resolve outstanding balances
• Support internal and external audit requirements related to accounts payable
• Analyse expenditure across departments and cost centres to identify trends, risks, opportunities, and anomalies
• Produce cost reporting and variance analysis against budgets and forecasts
• Investigate budget variances and provide corrective-action recommendations
• Challenge cost assumptions and provide insight into spending patterns
• Support budgeting and forecasting with expenditure analysis and commentary
• Identify opportunities to control, reduce, or better manage costs
• Prepare management information and financial analyses for decision-making
• Assist with month-end activities, including accrual reviews, prepayments, expenditure validation, and reporting
• Improve efficiency, accuracy, and controls across accounts payable and cost management processes
• Review workflows and recommend enhancements to reduce manual activity and recurring issues
• Support system improvements, automation initiatives, and digital finance solutions
• Develop and maintain process documentation and standard operating procedures
• Promote best-practice financial processes across the organisation
• Drive initiatives improving service delivery to suppliers and internal stakeholders
• Build working relationships with managers, procurement teams, and suppliers
• Act as a trusted finance contact for operational teams
• Support non-finance stakeholders in understanding financial information and governance requirements
• Communicate financial issues, risks, and opportunities clearly and effectively

Investment Analyst

Business Analyst

Risk Based Due Diligence and Transaction Monitoring Associate

Senior Associate – Investment Platform

Business Analyst

Accounts Payable, Cost Analyst