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Investment Associate - Institutional Consulting - Job Opportunity at Davy

Dublin, Ireland
Full-time
Entry-level
Posted: April 5, 2025
On-site
EUR 45,000 - 55,000 per year base salary plus bonus potential of 10-20% based on Dublin financial services market rates for entry-level investment roles

Benefits

Competitive annual performance bonus
Employer pension contribution
Comprehensive insurance coverage
On-site gym and fitness studio
Professional development support
Flexible working options
Enhanced leave policies
Employee assistance program
Social & community initiatives

Key Responsibilities

Portfolio management and client relationship oversight for credit union accounts
Investment strategy execution and portfolio review management
Regulatory compliance monitoring and reporting
Investment analysis and documentation preparation
Client communications and relationship management
New business development support and proposal creation
Trade execution and portfolio rebalancing
Risk management and compliance adherence

Requirements

Education

Degree or Masters in Business related area

Experience

Up to 12 months experience desired but not essential

Required Skills

Proficiency in Microsoft Office (Excel, Word, PowerPoint) CRM system expertise Strong communication and presentation abilities Investment knowledge Organizational and prioritization capabilities Detail-oriented mindset Team collaboration skills Client service orientation

Certifications

APA Savings & Investments and/or APA Pensions qualification Willingness to complete QFA qualification
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Sauge AI Market Intelligence

Industry Trends

The institutional consulting sector is experiencing increased regulatory scrutiny, particularly in credit union portfolio management, driving demand for risk-aware professionals. Digital transformation in wealth management is creating a need for associates with strong technical and analytical capabilities. ESG integration is becoming crucial in institutional portfolio management, requiring new skill sets and knowledge bases.

Role Significance

Likely part of a 5-8 person institutional consulting team, working directly with Associate Directors and Directors
Entry to mid-level position with significant client exposure and portfolio management responsibilities, indicating strong development potential

Key Projects

Credit union portfolio optimization and regulatory compliance programs Investment strategy implementation and monitoring Client relationship management and service delivery enhancement Risk management and compliance framework implementation

Success Factors

Strong analytical capabilities combined with client service orientation Ability to balance regulatory requirements with investment objectives Proactive learning mindset and professional development focus Excellence in team collaboration and stakeholder management

Market Demand

High demand with steady growth projected due to increasing complexity of institutional investment management and regulatory requirements

Important Skills

Critical Skills

Regulatory knowledge and compliance understanding due to credit union focus Investment analysis and portfolio management capabilities Client relationship management skills Risk management and control framework expertise

Beneficial Skills

Project management capabilities Technical analysis skills ESG investment knowledge Digital platform proficiency

Unique Aspects

Specialized focus on credit union client segment provides unique exposure to this institutional market
Strong professional development support including qualification assistance
Integration with Bank of Ireland Group offers broader career opportunities
Combination of traditional wealth management with modern technological capabilities

Career Growth

2-3 years in current role before advancement, with significant professional development opportunities

Potential Next Roles

Senior Investment Associate Investment Consultant Portfolio Manager Associate Director

Company Overview

Davy

Davy is a leading Irish financial services provider with nearly 100 years of history, now part of the Bank of Ireland Group

Market leader in Irish wealth management and institutional consulting, with strong reputation and established client base
Dominant player in Irish market with growing international capabilities
Professional environment with strong emphasis on development, collaboration, and client service excellence
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  • Critical success factors and key skills
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