Structured Solutions Specialist

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 opportunity has arisen to join the Davy Global Investment Selection (“GIS”) Team. The GIS team is responsible for the identification and ongoing monitoring of the optimum third-party instruments for inclusion in Davy’s Private Client investment solutions. The team functions as a component of the overall Davy Investment Team, which manages the Davy Private Client investment offering.

As structured solutions specialist the successful candidate will work with the Director of Structured Solutions in sourcing, reviewing and monitoring of a range of structured solutions. This role will report to the Director of Structured Solutions, and requires collaboration with the broader team to deliver a complete investment platform. In addition, this role requires ongoing internal and external communications, including research publications, new product launches and client events.

The successful candidate will:

• Source potential new structured solutions for inclusion in client portfolios, primarily in the form of structured notes and certificates with both capital-at-risk and capital protected profiles.
• Monitor existing live products/positions
• Research to identify 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 alongside internal stakeholders, including client advisor teams, legal and compliance teams and finance and operations teams in order to ensure appropriate controls and a well-functioning risk environment Collaborate on a daily basis with other components of the Investment Team, including the Strategy and Portfolio Management

Requirements

About you:

• Minimum 5 years’ investment experience; ideally with experience of investment selection in structured solutions or derivatives.
• CFA (or equivalent levels of qualification, or willingness to complete same
• A high degree of technical investment expertise with the ability to work on own initiative and to think "outside of the box";
• A positive and collaborative attitude, flexible outlook and a high level of initiative and enthusiasm, with an ability to constructively challenge processes or decisions
• Excellent communication and presentation skills, both verbal and written;
• A strong commitment to personal development;
• Demonstrable problem solving skills and an ability to think analytically and conceptually;

The completion of the Qualified Financial Adviser certification is a requirement for this position (may be completed within the first year after joining).

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.