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Davy

Wealth management and financial planning services

Structured Solutions Specialist

Asset ManagementConfirmed live in the last 24 hours
Full-timeDublin, Ireland

About the Job

Requirements

  • A minimum of five years of investment experience is required; experience in investment selection in structured solutions or derivatives is ideally desired.
  • CFA qualification or equivalent qualification levels, or willingness to complete them.
  • High-level technical investment expertise and the ability to work independently and think creatively.
  • A positive and collaborative attitude, flexible outlook, high initiative and enthusiasm, and the ability to constructively challenge processes or decisions.
  • Excellent verbal and written communication and presentation skills.
  • Commitment to personal development.
  • Problem-solving skills and the ability to think analytically and conceptually.
  • Qualified Financial Adviser certification must be completed for the position; it may be completed within the first year after joining.
  • Eligibility to work in Ireland.

Responsibilities

  • Source potential new structured solutions for client portfolios, primarily structured notes and certificates with capital-at-risk and capital-protected profiles.
  • Monitor existing live products and positions.
  • Research 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 with internal stakeholders, including client adviser teams, legal and compliance teams, and finance and operations teams, to ensure appropriate controls and a well-functioning risk environment.
  • Collaborate daily with other components of the Investment Team, including Strategy and Portfolio Management.
  • Support ongoing internal and external communications, including research publications, new product launches, and client events.

Desired Qualifications

  • Experience in investment selection in structured solutions or derivatives.

About the Company

Davy

Wealth management and financial planning services

Davy provides wealth and investment services in Ireland and the UK, offering financial planning and investment advice for high-net-worth individuals, SMEs, and institutional clients. It uses a team-based advisory approach to assess goals, craft tailored plans, and provide ongoing guidance through a network of professionals, backed by Bank of Ireland. The company differentiates itself with a long history (since 1926), strong client relationships, and a culture focused on client success, collaboration, and staff development, supported by its parent group for scale and stability. Its goal is to help clients achieve their financial objectives over time while growing its people and relationships.

Company size
501-1,000
Company stage
Not listed
Total funding
Not listed
Headquarters
Dublin, Ireland
Founded
1929

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