Investment Associate
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| Company Name | Davy |
| Company Type | Private |
| Job Type | Full-Time |
| Salary Range | Market Competitive |
| Location | Dublin, County Dublin, Ireland |
| Qualifications | Bachelor’s Degree |
| Experience | 2 Year+ |
Job Overview
Davy is seeking an Investment Associate to join their dynamic team in Dublin, County Dublin, Ireland. This full-time role is an excellent opportunity for an associate-level professional to contribute to the firm’s finance and sales operations, supporting client success and wealth management services within a leading Irish financial institution.
Company Overview
Established in 1926, the Davy Group is a prominent Irish wealth and capital management firm, operating at the heart of Ireland’s financial landscape. As a member of the Bank of Ireland Group, Davy provides a comprehensive suite of services to high-net-worth individuals, self-directed investors, SMEs, credit unions, corporations, and domestic & international institutional investors. The company fosters a culture built on client success, collaborative teamwork, and building a proud legacy, encouraging professional and personal growth for its over 900 employees.
Quick Details
- Salary Range: Market Competitive
- Job Type: Full-time
- Qualifications: Bachelor’s Degree
- Experience: 2 Year+
Key Responsibilities
- Support senior investment professionals in client relationship management and service delivery.
- Assist in the analysis, research, and execution of various financial and investment strategies.
- Contribute to business development and sales initiatives to expand the client base.
- Prepare comprehensive financial reports, presentations, and client communications.
- Maintain a current understanding of market trends, financial products, and regulatory requirements.
- Collaborate with internal teams to ensure seamless client service and operational efficiency.
Requirements
- A strong academic background, ideally with a Bachelor’s Degree in Finance, Economics, or a related field.
- Minimum of 2 years of experience in finance, investment, or a related sales role.
- Demonstrated interest and knowledge of financial markets and investment products.
- Excellent analytical, quantitative, and problem-solving skills.
- Proficiency in financial software and Microsoft Office Suite, particularly Excel and PowerPoint.
- Strong communication and interpersonal skills for effective client and team interaction.
- Ability to work diligently in a fast-paced, high-pressure environment.
Benefits
- Competitive salary with an attractive annual performance-related discretionary bonus.
- Comprehensive annual flexible benefits package and a generous employer pension contribution.
- Multiple insurance coverage options to ensure employee well-being.
- Extensive training and development opportunities provided by an award-winning Learning & Development Team.
- Access to robust sports & social programmes, including a free on-site gym & fitness studio.
- Flexible working options to support work-life balance.
- Employee assistance programme and enhanced leave options.
- Engagement in social and community care initiatives, fostering a positive impact.