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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in investment analysis, model management, and portfolio construction while effectively collaborating with stakeholders and managing investment-related queries. Holds relevant qualifications and adheres to regulatory standards in the investment industry.
Highest-signal resume keywords
Investment AnalysisModel ManagementCFA QualificationQFA QualificationMicrosoft Office Proficiency
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Investment Solutions DevelopmentPortfolio ConstructionFund AnalysisQuantitative SkillsProcess Improvement
Soft Skills
Strong CommunicationRelationship BuildingAttention to DetailWorkload Prioritization
Certifications & Qualifications
CFAQFAAPA (Regulation & Investment)Registered StockbrokerAPA (Pensions)
Industry Keywords
Investment IndustryFinancial MarketsCentral Bank of Ireland StandardsDavy SelectInvestment Strategy
About the role
Key responsibilities & impact- 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
Requirements
What you’ll need- Degree in a business/finance related discipline
- Minimum 3 years experience in the Investment Industry
- Holder or working towards CFA and QFA qualifications
- Excellent analytical and quantitative skills
- Interest and understanding of investments and financial markets
- Strong communication skills and ability to build stakeholder relationships
- High level of accuracy with strong attention to detail
- Excellent information technology capability, including high competence in Microsoft Office products
- Ability to prioritise own workload
- Must hold or be willing to take APA (Regulation & Investment), Registered Stockbroker, or QFA qualification, and for pensions APA (Pensions)
- Must meet the Central Bank of Ireland Fitness & Probity Standards for CF3, CF4, and CF10
- Eligibility to work in Ireland
Benefits
Comp & perks- Health and wellness support
- Comprehensive Employee Assistance Programme (EAP)
- Mental health first aid
- Sports & Social teams promoting physical wellbeing and social connection
- Competitive remuneration package including salary, bonus, pension, and additional benefits
- Professional and personal development opportunities
- Learning and development support
- Flexible working options
- Flexible benefits allowance
- Assisted retirement planning
- Inclusive and diverse workplace
- Hybrid working model
- Reasonable interview accommodations where required