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 Commercial Team / Davy Private Clients. In the role, the successful candidate will:

Reporting & Performance Analysis

• Produce and maintain regular management reports and dashboards.
• Monitor and analyse key business metrics, trends and performance indicators.
• Identify opportunities, risks and emerging trends through data analysis.
• Support the delivery of business performance reporting to management and key stakeholders.
• Develop reporting solutions that improve visibility, consistency and decision-making.

Business Analysis & Decision Support

• Conduct forecasting, trend analysis and scenario modelling to support business planning.
• Analyse business performance and provide actionable insights and recommendations.
• Assist management in evaluating business opportunities and areas for improvement.
• Support budgeting, forecasting and planning activities through analytical input.
• Translate data into meaningful management information and business intelligence.

Performance Management Support

• Support the production and ongoing development of performance scorecards and reporting frameworks.
• Assist in tracking performance against agreed objectives and key metrics.
• Provide analytical support to managers and business stakeholders.
• Ensure performance data is accurate, timely and actionable.
• Contribute to the continuous improvement of performance measurement processes.

Data Management & Governance

• Support data quality improvement initiatives across business systems and processes.
• Assist in maintaining data integrity, consistency and governance standards.
• Identify data issues and work with stakeholders to implement corrective actions.
• Contribute to the development and enhancement of reporting and data management processes.
• Support business readiness activities associated with system and technology initiatives.

Stakeholder Engagement

• Build strong working relationships across business functions.
• Act as a key liaison between operational teams and support functions in relation to reporting and analysis requirements.
• Gather and document business requirements for reporting and analytical needs.
• Present findings, insights and recommendations in a clear and concise manner.
• Support projects and initiatives that require analytical expertise and business insight.

Requirements

About you

We are looking for somebody who has the following background and skills:

Essential

• Third-level qualification in Business, Finance, Economics, Mathematics, Data Analytics, Information Systems or a related discipline.

• Previous experience in a Business Analyst, Sales Operations Analyst, Reporting Analyst or similar analytical role.
• Strong analytical and problem-solving skills with the ability to interpret complex data sets.
• Experience producing management information, performance reporting and business insights.
• Advanced Microsoft Excel skills.
• Strong attention to detail and commitment to data accuracy.
• Ability to communicate analytical findings clearly to both technical and non-technical audiences.
• Strong organisational skills and ability to manage multiple priorities.
• Experience working with stakeholders across different business areas.

Desirable

• Experience with CRM systems such as Salesforce.
• Experience using business intelligence and reporting tools (e.g. Power BI, Tableau or similar).
• Experience supporting forecasting, planning or budgeting activities.
• Knowledge of data governance and data quality management practices.
• Experience working within financial services or a regulated industry.
• Relevant professional qualifications or industry certifications would be an advantage.

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.