Senior Data Analyst (Investment Management)

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 exciting opportunity has opened up in the Data and Analytics Team. In the role, the successful candidate will:

The Senior Data Analyst will operate within Davy’s enterprise Data & Analytics function, supporting the Investment Management team as a key analytical partner to portfolio management, investment research and risk teams.

This is a hands-on role at the intersection of data analysis, data product ownership and quantitative modelling. The role combines deep analytical capability with an understanding of investment data and business needs, translating complex datasets into insights that support portfolio construction, performance analysis and investment decision-making, including ownership of analytical use cases from requirement through to delivery.

Work closely with data engineering teams (including Snowflake engineers), the role will contribute to the design and development of scalable data solutions, ensuring investment data is trusted, accessible and fit for purpose. The role requires a strong delivery focus, with responsibility for managing and prioritising analytical and data product backlogs in an Agile environment.

Partner with portfolio managers and investment teams to translate business requirements into analytical and data solutions

Develop analytical models and insights to support portfolio performance, attribution analysis and investment decision-making

Design and deliver performance attribution and portfolio analytics to support investment decision-making

Build dashboards and reporting outputs for investment, risk and senior stakeholders

Collaborate closely with data engineers to develop and enhance investment data pipelines and data models

Support the development of curated investment data sets and data products to enable self-service analytics

Operate within Agile delivery frameworks, using tools such as Jira and Azure DevOps to track progress and manage work

Manage and prioritise a backlog of analytical and data product requirements, ensuring alignment to business priorities and delivery timelines

Define and apply data quality standards across investment data, ensuring accuracy and consistency

Explore and apply AI and advanced analytical techniques to enhance insights, efficiency and decision support

Work with third-party data providers (e.g. Bloomberg, FactSet, MSCI) to source, validate and integrate data

Requirements

About you:

5–8 years’ experience in data analytics, with experience in investment management, asset management or financial services

Strong analytical capability with experience in performance attribution, portfolio analytics or risk modelling

Proficiency in Python (e.g. pandas, NumPy) for financial data analysis and modelling

Advanced SQL skills and experience working with cloud data platforms (e.g. Snowflake, Databricks)

Good understanding of financial instruments (equities, fixed income, derivatives) and associated data structures

Experience working within Agile environments, including backlog management and iterative delivery

Familiarity with project management and delivery tools such as Jira and Azure DevOps

Experience working with data engineering teams and contributing to data pipeline or data product development

Experience with data visualisation tools (e.g. Power BI, Tableau)

Strong stakeholder engagement skills with the ability to communicate complex analysis clearly

Demonstrated delivery focus, with the ability to prioritise effectively and drive outcomes in a fast-paced environment

Interest in and ability to apply AI or advanced analytics techniques to financial data is desirable

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 wellbeing and support are a priority at Davy. We offer a comprehensive Employee Assistance Programme (EAP) and mental health first aid. Our Sports & Social teams promote physical wellbeing and social connection.

Reward and Recognition

We offer a competitive remuneration package to include salary, bonus, pension and a host of additional benefits to protect you and your family when it matters most.

Growth and Development

Our award-winning L&D function supports you and your growth at Davy. We offer a comprehensive range of professional and personal development opportunities. Our culture supports learning, and we encourage you to explore more at Davy.

Positive Workplace

Our workplace is inclusive, diverse, and offers everyone a sense of belonging. We are flexible and continue to support a hybrid working model. You will get to be your best at Davy.

Values and Culture

Exceptional client outcomes delivered by a world class team, underpinned by our core Davy values – One Team, Client Success, and Proud Legacy.

Important Information

Davy is an equal opportunities employer, committed to fostering an inclusive and diverse workplace. We value diversity in both background and experience, and even if you don’t meet all of the requirements outlined in the job description, we still encourage you to apply. We review all applications received. As part of our commitment to creating an accessible environment, we want to ensure that everyone has an equal opportunity to participate in the interview process. If you require any reasonable accommodations, please let us know, and we will do our best to make the necessary arrangements.

Appointment to this role is subject to the candidate's eligibility to work in Ireland.

Where agency assistance is required, our Recruitment Team will engage directly with suppliers. Unsolicited CVs / profiles supplied to us by recruitment agencies will not be accepted for this role.

Davy Group is a member of the Bank of Ireland Group.