About us
From day one, you will notice there is something special about working at Davy. Our success is built on 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 and 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 for an Investment Consultant to join the Client Solutions team. This Associate Director level role forms part of a specialist investment consulting team responsible for providing sophisticated investment expertise and advice across our Wealth Management client base, with a particular focus on complex and Ultra High Net Worth client situations.
Working closely with Client Advisers, our Investment and Financial Planning teams the successful candidate will support the design and delivery of investment solutions tailored to clients' objectives, risk profiles and long-term wealth planning needs. The role combines strong technical investment expertise, commercial awareness and effective stakeholder engagement to help deliver exceptional client outcomes.
Key responsibilities
Investment consulting and client advice
Provide specialist investment expertise in support of Client Advisers serving UHNW and other complex client relationships.
Develop investment recommendations and portfolio solutions aligned with client objectives, risk tolerance and investment requirements.
Undertake portfolio analysis, asset allocation reviews, manager due diligence and investment research.
Support the assessment and implementation of bespoke investment solutions where client circumstances require more sophisticated analysis.
Analyse portfolio risk, performance and investment outcomes, and communicate findings clearly to internal stakeholders and clients.
Complex client engagement
Participate in client meetings where specialist investment expertise is required, working alongside the relevant relationship owner.
Present investment recommendations, market insights and portfolio considerations in a clear and accessible manner.
Work collaboratively with relationship teams to address complex client needs and support key client decisions.
Assist advisers and wealth managers in articulating investment strategies and recommendations to clients.
Investment proposition and technical contribution
Maintain deep expertise across capital markets, investment products, portfolio construction methodologies and emerging investment trends.
Contribute to the ongoing development of investment frameworks, tools and client solutions.
Prepare technical content for client communications, investment commentary and market updates.
Support the development of specialist investment knowledge across the wider Wealth Management business.
Team contribution
Mentor junior colleagues and contribute to the development of technical capability within the team.
Share best practice and technical expertise across Client Solutions.
Work closely with colleagues across Investments, Financial Planning and Wealth Management to support integrated client outcomes.
Contribute to business development activity and prospect engagements where specialist investment input is required.
Requirements
About you
We are looking for somebody who has the following background and skills:
Advanced degree in finance, economics, or related field.
7-10 years' experience in investment consulting, discretionary…