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Investment Analyst

Belfast, Northern Ireland, United Kingdom
Competitive Salary
Closing date
Mar 5, 2024

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Job Role
Contract Type
Full Time
The Davy Group is Ireland’s leading provider of wealth management, asset management, capital markets and financial advisory services. You can read more about our growing company here:

We value our employees as much as our clients and are committed to embracing diversity in all its forms recognising that the breadth of thought, perspective and experience that emerges from a diverse workforce is essential to deliver on our core values.

Performance related bonuses, generous pension contributions and investment in your further education demonstrate the value we place in developing and rewarding our staff.

We are now advertising for an Investment Analyst. This role will support the UK Investment Team’s delivery of the Davy proposition across client portfolios and achievement of its financial and operational goals and targets.

Responsibilities include:
  • Provision of non-regulated support in the active management of Davy Private Client UK discretionary and advisory portfolios on a day-to-day basis.
  • Implement transactional activity whilst adhering to central processes and firm policy and guidance.
  • Preparation of portfolio model performance and attribution results, including bespoke performance reporting for clients.
  • Monitoring of corporate actions, cash balances, and other regulatory reports.
  • Implementations of various regulatory reporting requirements and the provision of a range of system driven MI for management.
  • Support ad-hoc project work, including CIP conversions and platform development or migration.
  • Contribute to the ongoing development of the Davy UK Investment Processes and Policies.
  • Ensure all activities carried out in the role are compliant with Davy UK policies, procedures and FCA regulations.
  • Upon attainment of Davy UK certification of fit and proper, to undertake Client Dealing, i.e., taking telephone instructions from execution-only clients.
  • Ensure all activities carried out in the role are compliant with Davy UK policies, procedures and FCA regulations.
  • Any other relevant task as required by line manager.

Career Progression

Whilst the role is not initially regulatory, to progress within the team, there is an expectation that the Investment Analyst would attain within 12 months of appointment to the role, one of the following qualifications:

• Level 4 - Investment Management Certificate (CFA or CISI) or,

• Level 4 - Investment Advice Diploma (including the unit in Securities)

and attain within 12 months, certification by Davy UK as fit and proper to undertake Client Dealing & Managing Investments functions.

  • Finance or Business related Third Level Qualification, Degree or Postgraduate (2.1 or higher)
  • Minimum 6 -12 months business/office experience i.e Industrial placement year
  • A strong client focus, to ensure effective service delivery
  • Proven planning and organizing skills
  • High degree of financial literacy and numeracy
  • Excellent PC skills (MS Word, Excel, PowerPoint)
  • High level of drive and enthusiasm
  • Ability to work under pressure in a performance driven environment
  • Results focused with tenacity to overcome obstacles
  • Clear and concise communication skills
  • Effective team player
  • Excellent presentation skills
  • Ability to network and build internal and external business relationships
  • Prepared to travel on business within and outside Northern Ireland
  • Prepared to travel to clients during and outside normal office hours


By joining Davy, you will be part of a supportive and collaborative Team. In addition to your salary, generous pension contribution and performance related bonus, we provide you with an attractive benefits package.

Your personal health and wellbeing is very important to us at Davy, to help support this we provide the following for everyone:

- Mental Health support, via our Mental Health First Aiders or our Employee Assistance Programme;

- Flex benefits allowance;

- PMI via Vitality;

- Award winning L&D opportunities;

- Engagement with our Charity partner, The Children's Cancer Unit Charity

Davy wishes to ensure equal opportunity is given to all job applicants. Davy does not discriminate based on race, sex, colour, religion, age, national origin, marital status, disability, veteran status, genetic information, sexual orientation, gender identity or any other reason prohibited by law in provision of employment opportunities and benefits.

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