About us From day one, you'll notice there is something special about working at Davy.
Our success is built on nearly 100 years of forging strong relationships with our clients and developing the careers of Ireland's future business leaders.
Established in 1926, the Davy Group sits at the heart of wealth and capital in Ireland, providing a broad range of services to high-net-worth individuals, self-directed investors, small-to-medium enterprises, credit unions, corporations, and domestic & international institutional investors.
Our culture is shaped around three values, which are at the heart of everything we do: client success, one Davy, and building a proud legacy.
Sharing the same goals, we work together to deliver exceptional outcomes for our clients.
As part of a team of over 900, you will be encouraged to learn and to grow, both professionally and personally.
About the role An exciting opportunity has opened up in our Private Clients department for a Director level Equity Advisory Specialist.
In the role, the successful candidate will have responsibility for the following: Equities Deliver financial analysis, valuation and risk assessment of Irish equities to the private client audience.
Liaise with Head of Equities and Head of Global Fundamental Equities fund on their equity lists and fund holdings.
Where necessary, conduct own equity research and analysis to address specific stock queries.
Liaise with the Investment Strategy team on macro and market views.
Work with the Strategy and Selection teams to help develop thematic equity ideas.
Client Engagement Point person for private client advisers on Irish equities and thematic equities.
Resource for advisers of UHNW clients on customised equity portfolios and specific equity requests.
Support resource for direct lists and Global Fundamental Equities fund.
Work with private client advisers on engagement strategies for clients with Irish equity holdings.
Participate in new business development initiatives and prospect meetings.
Contribute to the firm's thought leadership through insight papers, presentations and speaking engagements.
Requirements About you We are looking for somebody who has the following background and skills: 10+ years of equity research or equity fund management experience.
Advanced degree in finance, economics or related field. CFA charterholder preferable Comprehensive and practical understanding of fundamental equity analysis, portfolio construction and risk analysis.
Superior analytical and quantitative skills.
Flexible working style adaptable to working across investment and client teams.
Excellent communication and presentation abilities.
Proven track record of building and maintaining client relationships.
What we offer We offer a range of benefits and experiences to support your professional and personal growth, whatever your career stage.
Our benefits are not just a number.
Yes, we offer competitive salary, annual performance-related discretionary bonus, annual flexible benefits, employer pension contribution, and multiple insurance coverage.
But more than that, we focus on developing our people to be their best, professionally and personally.
Training support provided by award-winning Learning & Development Team, extensive sports & social programmes (including free on-site gym & fitness studio), flexible working options, employee assistance programme, enhanced leave options, and social & community care initiatives are just some of the ways our people can empower themselves to be their best.
Important Information Davy is an equal opportunities employer, committed to fostering an inclusive and diverse workplace.
We value diversity in both background and experience, and even if you don't meet all of the requirements outlined in the job description, we still encourage you to apply.
We review all applications received.
As part of our commitment to creating an accessible environment, we want to ensure that everyone has an equal opportunity to participate in the interview process.
If you require any reasonable accommodations, please let us know, and we will do our best to make the necessary arrangements.
The position set out above is defined in the Fitness & Probity Standards issued by the Central Bank of Ireland ("Fitness & Probity Standards") as a "Controlled Function (CF)", namely CF3 CF4 & CF10.
In compliance with the Fitness and Probity Standards applicable to your position, any offer of employment is conditional upon you demonstrating that you meet the Fitness & Probity Standards. Appointment to this role is subject to the candidate's eligibility to work in Ireland.
Where agency assistance is required, our Recruitment Team will engage directly with suppliers.
Unsolicited CVs / profiles supplied to us by recruitment agencies will not be accepted for this role.
Davy Group is a member of the Bank of Ireland Group.