About us
At Davy, it’s the unique talents of all our people that have been the foundations of our success for 100 years. As we continue to grow, so do you. Because you are not just part of our team – you are a key player in shaping our future.
At Davy, you are the difference.
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 opportunity has arisen to join the Davy Global Investment Selection (“GIS”) Team. The GIS team is responsible for the identification and ongoing monitoring of the optimum third-party instruments for inclusion in Davy’s Private Client investment solutions. The team functions as a component of the overall Davy Investment Team, which manages the Davy Private Client investment offering.
As structured solutions specialist the successful candidate will work with the Director of Structured Solutions in sourcing, reviewing and monitoring of a range of structured solutions. This role will report to the Director of Structured Solutions, and requires collaboration with the broader team to deliver a complete investment platform. In addition, this role requires ongoing internal and external communications, including research publications, new product launches and client events.
The successful candidate will:
Source potential new structured solutions for inclusion in client portfolios, primarily in the form of structured notes and certificates with both capital-at-risk and capital protected profiles.
Monitor existing live products/positions
Research to identify new product types or trade profiles
Present recommendations to the Investment Committee or Investment Governance Committee
Build and maintain relationships with third parties including investment bank counterparties and service providers.
Work alongside internal stakeholders, including client advisor teams, legal and compliance teams and finance and operations teams in order to ensure appropriate controls and a well-functioning risk environment
Collaborate on a daily basis with other components of the Investment Team, including the Strategy and Portfolio Management
Requirements
About you:
Minimum 5 years’ investment experience; ideally with experience of investment selection in structured solutions or derivatives.
CFA (or equivalent levels of qualification, or willingness to complete same
A high degree of technical investment expertise with the ability to work on own initiative and to think "outside of the box";
A positive and collaborative attitude, flexible outlook and a high level of initiative and enthusiasm, with an ability to constructively challenge processes or decisions
Excellent communication and presentation skills, both verbal and written;
A strong commitment to personal development;
Demonstrable problem solving skills and an ability to think analytically and conceptually;
The completion of the Qualified Financial Adviser certification is a requirement for this position (may be completed within the first year after joining).
Benefits
What we offer
At Davy, our people are our biggest investment. In today’s fast-moving world, we know it’s important to feel secure and empowered. That’s why Davy benefits support you through all of life’s stages, offering health and wellness, flexible working options, flexible benefits allowance, learning and development opportunities, through to assisted retirement planning.
Health and Wellbeing
Psychological safety, emotional…