Portfolio Analyst
Davy · Dublin, County Dublin
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- Company
- Davy
- Location
- Dublin, County Dublin
- Posted
- August 27, 2026
About this job
About the role An exciting opportunity has arisen for a Portfolio Analyst to join our Private Client division. In the role, the successful candidate will: Be responsible for the management of discretionary client portfolios in conjunction with agreed client mandate and Investment Committee guidance; Conduct significant client portfolio analysis with a strong focus on asset allocation, performance and risk drift. Work with the senior members on monitoring and reporting of performance and risk of funds and portfolios managed by Davy to internal and external benchmarks; Analyse and effectively communicate the drivers of this performance to the different stakeholders including client advisors Support the Investment Committee’s evaluations and decisions with ad hoc investment analysis related…
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