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Investment Associate - Institutional Consulting - Job Opportunity at Davy

Dublin, Ireland
Full-time
Entry-level
Posted: May 27, 2025
Hybrid
EUR 35,000 - 45,000 annually based on entry-level positioning in Dublin's financial services market, with significant upside potential through performance bonuses and rapid career progression typical in institutional consulting roles

Benefits

Access to on-site gym and fitness studio facilities providing convenient wellness options that eliminate commute time and membership costs
Comprehensive annual flexible benefits package allowing personalization of compensation structure
Employer pension contribution enhancing long-term financial security beyond industry minimums
Multiple insurance coverage providing comprehensive risk protection
Award-winning Learning & Development programs offering accelerated career advancement opportunities
Extensive sports and social programs fostering networking and work-life integration
Flexible working arrangements supporting modern work-life balance expectations
Employee assistance program providing professional and personal support services
Enhanced leave options beyond statutory requirements
Social and community care initiatives enabling meaningful engagement beyond work

Key Responsibilities

Lead strategic engagement planning for institutional advisory relationships, particularly credit unions, ensuring proactive client contact and investment recommendations that drive portfolio performance and client retention
Execute direct client portfolio management responsibilities including regulatory compliance monitoring and prescribed asset allocation optimization to maximize returns within risk parameters
Develop and deliver high-impact investment presentations and documentation for client review meetings that influence multi-million euro investment decisions
Implement trade execution strategies for client instructions ensuring optimal timing and market positioning to enhance portfolio returns
Drive new business development through preparation of competitive tender proposals that expand the firm's institutional client base and revenue streams
Manage critical client relationship MI and operational workflows that support team efficiency and client satisfaction metrics
Serve as primary client contact for complex queries requiring deep market knowledge and relationship management skills that strengthen client loyalty
Ensure full regulatory compliance across all activities within Davy's Risk Management Framework, protecting both client interests and firm reputation
Build industry influence through strategic networking at professional events, positioning both personal brand and Davy's market presence
Maintain expertise in investment markets and products to provide authoritative guidance that differentiates Davy's advisory services

Requirements

Education

Degree or Masters in Business related area

Experience

Up to 12 months experience desired but not essential

Required Skills

High degree of proficiency in Microsoft Office applications, particularly Excel, Word and PowerPoint Proficient in CRM Strong client focus, to ensure effective service delivery Strong communication and presentation skills High level of interpersonal skills and the ability to work as part of a team Excellent attention to detail Excellent organizational skills Ability to prioritise own workload Demonstrable interest and understanding of investments

Certifications

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

Industry Trends

The Irish institutional consulting market is experiencing significant growth driven by increased regulatory requirements for credit unions and pension funds seeking professional investment management services. This trend is creating substantial demand for qualified investment professionals who can navigate complex compliance frameworks while delivering superior returns. Digital transformation in wealth management is reshaping client expectations, with institutions demanding more sophisticated portfolio analytics, real-time reporting capabilities, and enhanced transparency in investment decision-making processes. Post-Brexit financial services landscape has positioned Dublin as a key European financial hub, attracting increased institutional investment flows and creating expanded opportunities for local investment consulting firms. ESG investing requirements are becoming mandatory for institutional investors, driving demand for professionals who can integrate sustainable investment strategies while maintaining fiduciary responsibilities and performance targets.

Role Significance

Typically part of a 5-8 person institutional consulting team within Davy's broader 900+ employee organization, working closely with Associate Directors and Directors while building independent client relationship management capabilities
Entry to junior-level position with significant growth potential, serving as a foundation role for building expertise in institutional investment consulting while working directly with senior professionals managing multi-million euro portfolios

Key Projects

Implementation of comprehensive portfolio reviews for credit union clients involving regulatory compliance analysis and asset allocation optimization Development of competitive tender responses for institutional mandates potentially worth millions in annual management fees Creation of sophisticated investment presentations for institutional decision-makers requiring deep market analysis and strategic recommendations Management of complex trade execution workflows for institutional clients requiring precision timing and market expertise

Success Factors

Developing deep expertise in Irish institutional investment regulations, particularly credit union investment guidelines and fiduciary requirements that govern client decision-making processes Building strong analytical capabilities in portfolio construction, risk management, and performance attribution to provide value-added insights that differentiate advisory services Cultivating exceptional client relationship management skills to build trust with institutional decision-makers who control significant investment capital Maintaining current knowledge of global investment markets, economic trends, and regulatory developments that impact institutional investment strategies Demonstrating strong project management abilities to handle multiple client relationships simultaneously while ensuring consistent service quality and regulatory compliance

Market Demand

High demand driven by Ireland's growing institutional investment market, regulatory complexity requiring specialized expertise, and Dublin's emergence as a post-Brexit European financial center attracting increased institutional capital flows

Important Skills

Critical Skills

Advanced Excel proficiency is essential for sophisticated portfolio analysis, risk modeling, and regulatory reporting that forms the foundation of institutional investment consulting services Strong presentation and communication skills are vital for influencing institutional decision-makers who control significant investment capital and require clear, compelling investment recommendations Deep understanding of regulatory frameworks, particularly Irish institutional investment regulations, is crucial for ensuring compliance and providing authoritative guidance to clients CRM proficiency is critical for managing complex institutional relationships requiring detailed interaction tracking, pipeline management, and systematic client communication

Beneficial Skills

Financial modeling and quantitative analysis skills will become increasingly valuable as institutional clients demand more sophisticated risk management and performance attribution capabilities Project management expertise will enhance ability to handle multiple complex client relationships simultaneously while ensuring consistent service delivery and deadline management Industry networking capabilities will support business development efforts and market intelligence gathering that drives competitive positioning and new client acquisition Technology proficiency beyond basic Microsoft Office, including financial software platforms and data analysis tools, will differentiate performance in an increasingly digital investment management environment

Unique Aspects

Specialized focus on credit union clients provides niche expertise in a specific institutional segment with unique regulatory requirements and investment constraints that creates defensible market positioning
Nearly 100-year heritage in Irish financial markets provides unparalleled market knowledge, client relationships, and institutional credibility that newer competitors cannot replicate
Controlled Function designation (CF3, CF4, CF10) indicates significant regulatory responsibility and professional development opportunities typically reserved for more senior roles
Part of Bank of Ireland Group provides access to broader financial services capabilities while maintaining independent investment consulting focus
Combination of institutional consulting with direct client portfolio management offers comprehensive experience across the investment management value chain

Career Growth

Progression to Senior Associate typically occurs within 2-3 years with strong performance, advancement to Associate Director possible within 4-6 years, with Director-level positions achievable within 7-10 years based on business development success and market expertise

Potential Next Roles

Senior Investment Associate with expanded client portfolio and independent relationship management responsibilities Associate Director position involving team leadership and new business development accountability Director-level role with P&L responsibility for institutional consulting division and strategic business development

Company Overview

Davy

Davy Group represents Ireland's premier independent investment firm with nearly 100 years of market presence, positioning itself as the leading wealth and capital management organization serving Ireland's most significant institutional and high-net-worth clients across multiple sectors including credit unions, corporations, and international institutional investors.

Market-leading position in Irish institutional consulting with dominant market share in credit union investment management and strong presence across pension funds, charities, and corporate treasury management, providing significant competitive advantages and client relationship stability
Davy serves as the definitive Irish institutional investment consultant with strong domestic market penetration and growing international recognition, particularly as Dublin emerges as a key European financial center post-Brexit
Professional, relationship-focused environment emphasizing long-term client partnerships and employee development, with strong emphasis on technical excellence, regulatory compliance, and collaborative teamwork within a established financial services culture
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