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Showing 8 Investment Managers jobs in Dublin
Financial Planning Associate
Posted today
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Job Description
About us
From day one, you'll notice there is something special about working at Davy. Our success is built on nearly 100 years of forging strong relationships with our clients and developing the careers of Ireland's future business leaders.
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 within our Private Clients division for a Financial Planning Associate on our Financial Planning Team. The role will collaborate with the Financial Planning Specialists and Private Client Advisers for our private clients within our key client segments – Business owners, Professionals & Executives and Lifestyle Solutions to produce bespoke goals-based financial plans catered specifically towards our client's needs. Once an initial training period is completed, this will be a client facing role and will provide a great insight into the wealth management industry with a focus on career progression.
In the role, the successful candidate will:
- Create goals based financial plans and investment solutions for clients, incorporating pension, tax and investment disciplines solving the clients needs.
- Liaise with technical specialists within the team and Private Client Adviser's in preparing and delivering financial plans, applying knowledge and skills you will acquire.
- Use internal cashflow modelling tools.
- Engage with clients both personally and digitally in the end-to-end process from factfinding to presenting financial plans.
- Continue to build upon segment specific solutions.
- Assist in the implementation of actions identified during the planning process;
- Produce regular reviews of financial plans to meet the changing needs of our clients;
- Contribute to the continuous improvement of our processes and solutions;
- Assist with the production of other client material;
- Project work as required
- Contribution to content creation
- Comply with the Risk and Compliance frameworks, policies and procedures associated with the role.
About you
We are looking for somebody has the following background and skills:
- Degree or Masters level qualification;
- Knowledge of or previous experience within pension, tax and/or investment disciplines desirable but not essential;
- QFA qualification (or willingness to complete)
- CFP qualification (or willingness to complete)
- A high level of proficiency in MS Word, Excel, Outlook and PowerPoint;
- Excellent attention to detail;
- Exceptional interpersonal skills, listening and communication skill with a high level of empathy.
- A flexible, positive attitude towards work;
- An ability to work effectively as part of a growing & energetic team;
- An ability to prioritise and manage own workload
What we offer
We offer a range of benefits and experiences to support your professional and personal growth, whatever your career stage. Our benefits are not just a number. Yes, we offer competitive salary, annual performance-related discretionary bonus, annual flexible benefits, employer pension contribution, and multiple insurance coverage. But more than that, we focus on developing our people to be their best, professionally and personally.
Training support provided by award-winning Learning & Development Team, extensive sports & social programmes (including free on-site gym & fitness studio), flexible working options, employee assistance programme, enhanced leave options, and social & community care initiatives are just some of the ways our people can empower themselves to be their best.
Important Information
Davy is an equal opportunities employer and we are committed to fostering an inclusive workplace. We value diversity both in background and in experience. You might not meet all of the requirements outlined in the above job description, but we would still like to hear from you. We review all applications received.
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.
The position set out above is defined in the Fitness & Probity Standards issued by the Central Bank of Ireland as a "Controlled Function (CF)", namely CF3, CF4. The role is also subject to the Minimum Competency Code and therefore there is a requirement to hold, or be willing to take the QFA exams. In compliance with the Fitness and Probity Standards applicable to your position, any offer of employment is conditional upon you demonstrating that you meet the Fitness & Probity Standards.
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Financial Planning & Analysis - Analyst
Posted 15 days ago
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As a wholly owned subsidiary of U.S. Bank, Elavon is committed to building the platforms and ecosystems that help over 1.5 million customers around the world to achieve their financial goals-no matter what they need. From transaction processing to customer service, to driving innovation and launching new products, we're building a range of tailored payment solutions powered by the latest technology. As part of our team, you can explore what motivates and energizes your career goals: partnering with our customers, our communities, and each other.
**Job Description**
**Key accountabilities:**
+ Provides financial analyses related to budgets, forecasting, allocation of expenses, ad hoc analysis for business case development and custom financial analyses, peer group analysis and internal consulting for all levels of management.
+ Develops and maintains spreadsheets and statistical models for financial analysis.
+ Prepares a variety of management presentations.
+ Researches and resolves problems and errors in data from financial reporting systems.
+ May provide assistance in the development of financial applications.
+ May prepare interest rate pricing and forecasting information for use in asset and liability management.
+ Financial and statistical data developed is used by management in policy setting and decision making.
**Skills & experience required:**
+ Bachelor's degree, or equivalent work experience
+ Typically three or more years of related experience
+ Working knowledge of financial analysis techniques and general accounting procedures
+ Well-developed mathematical and analytical skills
+ Thorough knowledge in financial analysis, forecasting, and planning
+ Ability to identify and resolve exceptions and to analyze data
+ Strong technical skills related to data mining and visualization tools
+ Master's degree preferred
**Additional information:**
+ The role offers a hybrid / flexible schedule, which means there's an in-office expectation of 3 or more days per week and the flexibility to work outside the office location for the other days.
_This position is not eligible for visa sponsorship._
If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants ( .
**Benefits** :
We offer an exciting, fast-paced and diverse working environment with employees of many different nationalities. We provide benefits to help you protect your health and financial security; and give you peace of mind. We also invest in your career growth with development resources that give you the opportunity to stretch and shine.
**Posting may be closed earlier due to high volume of applicants.**
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Senior Manager, Financial Business Planning
Posted 15 days ago
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Job Description
ICON plc is a world-leading healthcare intelligence and clinical research organization. We're proud to foster an inclusive environment driving innovation and excellence, and we welcome you to join us on our mission to shape the future of clinical development.
Our GBS Business Partnering Group sits within the Corporate Finance arm of ICON Finance. This role is aimed at providing independent, objective, financial and consulting services designed to add value, direction and leadership to specific support department lines within the business, enabling ICON to accomplish its objectives by bringing a global, systematic and disciplined approach to evaluating company performance and strategic direction.
**Purpose of the role:**
+ To provide Support Department leaders with monthly, quarterly, annual and ad hoc financial reports and analysis.
+ Assist in the development of on-going and new financial management initiatives and projects.
**Responsibilities:**
+ Liaise with key Support department heads to understand business and process requirements
+ Assist in the preparation of monthly and quarterly Support department reporting packs.
+ Provide assistance to Support departments by providing detailed research of variances by understanding GL and transactional level details
+ Preparation of monthly forecasts and annual budget
+ Produce detailed headcount reports for each Support department
+ Partner with operations teams to provide insightful profitability data, drive efficiencies and track results to improve divisional gross margin.
+ Gather and track business and functional requirements, provide impact assessments and identification of gaps.
+ Analyse and translate data into key strategic inputs and insights to drive decision making.
+ Help develop annual and long-term financial plans for support departments.
+ Flexibility to work on high level ad hoc projects while continuing to achieve routine goals.
**What you will ideally need:**
+ Fully qualified ACA/CIMA/ACCA
+ A minimum of 5 years post qualification experience in an industry financial role, some level of financial analysis reporting of benefit.
+ Strong oral and written communication skills are essential together with a proven ability to develop strong relationships with Executive and Senior Business Leaders.
+ Strong PowerPoint skills with experience in preparing executive-ready presentations
+ Solid understanding of accounting principles combined with a business focus.
+ Excellent Excel knowledge, PowerBi an advantage
+ Good systems experience, Oracle, Hyperion, PowerPoint an advantage.
+ Ability to work on own initiative and as part of a small team
+ Candidate should be ambitious, able to multi-task & work well under pressure
+ Ability to work to tight deadlines.
**What ICON can offer you:**
Our success depends on the quality of our people. That's why we've made it a priority to build a diverse culture that rewards high performance and nurtures talent.
In addition to your competitive salary, ICON offers a range of additional benefits. Our benefits are designed to be competitive within each country and are focused on well-being and work life balance opportunities for you and your family.
Our benefits examples include:
+ Various annual leave entitlements
+ A range of health insurance offerings to suit you and your family's needs.
+ Competitive retirement planning offerings to maximize savings and plan with confidence for the years ahead.
+ Global Employee Assistance Programme, LifeWorks, offering 24-hour access to a global network of over 80,000 independent specialized professionals who are there to support you and your family's well-being.
+ Life assurance
+ Flexible country-specific optional benefits, including childcare vouchers, bike purchase schemes, discounted gym memberships, subsidized travel passes, health assessments, among others.
Visit our careers site ( to read more about the benefits ICON offers.
At ICON, inclusion & belonging are fundamental to our culture and values. We're dedicated to providing an inclusive and accessible environment for all candidates. ICON is committed to providing a workplace free of discrimination and harassment. All qualified applicants will receive equal consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status.
If, because of a medical condition or disability, you need a reasonable accommodation for any part of the application process, or in order to perform the essential functions of a position, please let us know or submit a request here ( in the role, but unsure if you meet all of the requirements? We would encourage you to apply regardless - there's every chance you're exactly what we're looking for here at ICON whether it is for this or other roles.
Are you a current ICON Employee? Please click here ( to apply
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Senior Director - Financial Business Planning
Posted 24 days ago
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Job Description
ICON plc is a world-leading healthcare intelligence and clinical research organization. We're proud to foster an inclusive environment driving innovation and excellence, and we welcome you to join us on our mission to shape the future of clinical development.
At ICON, we have a rewarding opportunity for a **Senior Director within our Finance Business Partnering team** located out of our Global Head Quarters in Leopardstown, Dublin 18.
**Role Summary:**
The Financial Business Partnering group at ICON provides strategic financial analysis and support to our global service lines. In this pivotal role, you will deliver objective financial and consulting insights that shape strategy, drive business growth, and support ICON's success.
You will have high visibility and the opportunity to partner closely with the SLT and operational leadership within the Global Large Pharma group - one of ICON's largest business units. Your expertise will provide strategic leadership, influence key decisions, and ensure Finance Business Partnering adds real value across the organisation.
**Oversight and Leadership**
The Senior Global Finance Director will provide leadership and development for the Finance Business Partnering group, guiding a team of ambitious, talented financial professionals. In this role, you will lead, mentor, and represent the team, ensuring they deliver high-impact financial insights and strategic support across ICON.
**Role responsibilities:**
+ Partner with the business leaders to drive complex functional partnership across ICON's business units spanning multiple service lines and operating in 60+ countries.
+ Provide strategic analysis, interpretation, and advice to the Senior Leadership Team and Service Line VP's on large-scale business decisions.
+ Partnering with business leaders to shape business strategy that drives both short-term results and long-term growth.Contribute to financial and business strategy in global and regional contexts, driving the success of the business unit.
+ Deliver key reports, including Quarterly Business Reviews and Budgets, to the ICON PLC CEO and CFO.
+ Build, mentor, and lead a high-performing Finance Business Partnering team, enabling ICON to meet growth projections.
+ Apply commercial awareness to anticipate and address operational and management needs.
+ Champion finance business partnering as a problem-solving mindset at the core of strategic decision-making.
**What You Will Need**
+ Qualified Accountant (ACA, ACCA, or equivalent experience) with a minimum of 10+ years in financial analysis, planning, and business partnering.
+ Proven experience managing functional areas, service lines, and teams.
+ Proven experience managing $1B+ finance portfolios and driving growth across service lines.
+ Results-driven, with a clear understanding of what matters to senior management/C-Suite and the broader organisation.
+ Confident and decisive, with strong interpersonal skills that encourage collaboration, engagement, and influence.
+ An accomplished leader known for professionalism, tenacity, and determination, while able to balance flexibility and compromise.
**What ICON can offer you:**
Our success depends on the quality of our people. That's why we've made it a priority to build a diverse culture that rewards high performance and nurtures talent.
In addition to your competitive salary, ICON offers a range of additional benefits. Our benefits are designed to be competitive within each country and are focused on well-being and work life balance opportunities for you and your family.
Our benefits examples include:
+ Various annual leave entitlements
+ A range of health insurance offerings to suit you and your family's needs.
+ Competitive retirement planning offerings to maximize savings and plan with confidence for the years ahead.
+ Global Employee Assistance Programme, LifeWorks, offering 24-hour access to a global network of over 80,000 independent specialized professionals who are there to support you and your family's well-being.
+ Life assurance
+ Flexible country-specific optional benefits, including childcare vouchers, bike purchase schemes, discounted gym memberships, subsidized travel passes, health assessments, among others.
Visit our careers site ( to read more about the benefits ICON offers.
At ICON, inclusion & belonging are fundamental to our culture and values. We're dedicated to providing an inclusive and accessible environment for all candidates. ICON is committed to providing a workplace free of discrimination and harassment. All qualified applicants will receive equal consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status.
If, because of a medical condition or disability, you need a reasonable accommodation for any part of the application process, or in order to perform the essential functions of a position, please let us know or submit a request here ( in the role, but unsure if you meet all of the requirements? We would encourage you to apply regardless - there's every chance you're exactly what we're looking for here at ICON whether it is for this or other roles.
Are you a current ICON Employee? Please click here ( to apply
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Investment Manager
Posted 291 days ago
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Investment Operations Manager
Posted today
Job Viewed
Job Description
SEI Investments is a leading global provider of asset management and investment technology solutions. The company's innovative solutions help corporations, financial institutions, financial advisors, and affluent families create and manage wealth. SEI is a people focused organization which encourages and recognizes employee development as being a critical component in the provision of excellent client service. An open, collaborative and detail oriented environment underpins this business objective.
Position Description:
The Investment Operations Manager will be responsible for the oversight of the Loan Operations team. The teams core responsibility is the maintenance and processing off all life cycle events for Private Credit, managing client deliverables and developing best in class processes to meet the evolving private loans market.
The manager will oversee a team of Loan operation SME's who specialize in servicing private loans.
What you'll do:
Manage all client deliverables and team deliverables, maintaining best practices.
Create and implement operational standards and procedures across the team.
Assist with the professional development of staff and supervisors.
Become an SME on the team for processing complex life cycle events such as restructures.
Stay abreast of current industry developments.
Maintain a good working relationship with clients, Internal accounting teams, vendors, loan agents and internal relationship managers across a global team.
Manage resource planning of the team including partnering with other teams.
Train, coach and mentor new employees; develop and motivate staff within their team.
Ensure client service excellence and query resolution on a timely basis.
Participate in and/or lead department initiatives & group projects as appropriate, in particular those related to operating model improvements and operational efficiencies.
What you bring to the table:
At least 10 years' experience in Alternative funds with a minimum of 5 years of private credit/loan operations experience;
4 of which should be at a supervisory or management level.
Knowledge of portfolio accounting systems.
Knowledge of Power BI, Alteryx automation tools desirable.
B.S./B.A. in Accounting/Finance or related field.
Attributes we value:… And are essential to the role:
Strong written and oral communication skills.
Strong organizational & analytical skills.
Individual who takes initiative & ownership of assigned responsibilities.
Problem solving, ability to look at complex activity and create dynamic solutions.
Experience of Project Management.
Experience of Vendor Management.
Benefits you can expect:
Healthcare for yourself, your spouse and any dependents up to the age of 18 years. Pension Scheme. Tax Saver Travel Benefits. Bike to Work Scheme. On-site Gym with Fitness Classes and 1:1 PT Sessions. Club Supplement. Education Assistance. Competitive Family & Annual Leave Entitlements as well as 2 Paid Volunteer Days per year. Life Assurance. Annual Employee Share Participation Scheme.
We are focused on ensuring a healthy work-life balance and offer a hybrid working model and flexible working hours.
SEI is an Equal Opportunity Employer and so much more…
We recognize that our people are our most valuable asset and are (literally) invested in your success; we know that a healthy, happy and motivated workforce is key to our continued growth. We are focused on ensuring a healthy work-life balance and offer our employees benefits which include private medical care for you and your family, educational assistance scheme and actively encourage work life balance.
AI Acceptable Use in the application and interview process:
SEI acknowledges the growing integration of artificial intelligence (AI) tools into individuals' personal and professional lives. If you intend to incorporate the use of any AI tools at any stage of the application and/or interview process, please ensure you have reviewed and adhere to our AI use guidelines .
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Investment Operations Manager
Posted today
Job Viewed
Job Description
SEI Investments
is a leading global provider of asset management and investment technology solutions. The company's innovative solutions help corporations, financial institutions, financial advisors, and affluent families create and manage wealth. SEI is a people focused organization which encourages and recognizes employee development as being a critical component in the provision of excellent client service. An open, collaborative and detail oriented environment underpins this business objective.
Position Description:
The
Investment Operations Manager
will be responsible for the oversight of the Loan Operations team. The teams core responsibility is the maintenance and processing off all life cycle events for Private Credit, managing client deliverables and developing best in class processes to meet the evolving private loans market.
The manager will oversee a team of Loan operation SME's who specialize in servicing private loans.
What you'll do:
- Manage all client deliverables and team deliverables, maintaining best practices.
- Create and implement operational standards and procedures across the team.
- Assist with the professional development of staff and supervisors.
- Become an SME on the team for processing complex life cycle events such as restructures.
- Stay abreast of current industry developments.
- Maintain a good working relationship with clients, Internal accounting teams, vendors, loan agents and internal relationship managers across a global team.
- Manage resource planning of the team including partnering with other teams.
- Train, coach and mentor new employees; develop and motivate staff within their team.
- Ensure client service excellence and query resolution on a timely basis.
- Participate in and/or lead department initiatives & group projects as appropriate, in particular those related to operating model improvements and operational efficiencies.
What you bring to the table:
At least 10 years' experience in Alternative funds with a minimum of 5 years of private credit/loan operations experience;
4 of which should be at a supervisory or management level.
Knowledge of portfolio accounting systems.
- Knowledge of Power BI, Alteryx automation tools desirable.
- B.S./B.A. in Accounting/Finance or related field.
Attributes we value:
… And are essential to the role:
- Strong written and oral communication skills.
- Strong organizational & analytical skills.
- Individual who takes initiative & ownership of assigned responsibilities.
- Problem solving, ability to look at complex activity and create dynamic solutions.
- Experience of Project Management.
- Experience of Vendor Management.
Benefits you can expect:
Healthcare for yourself, your spouse and any dependents up to the age of 18 years. Pension Scheme. Tax Saver Travel Benefits. Bike to Work Scheme. On-site Gym with Fitness Classes and 1:1 PT Sessions. Club Supplement. Education Assistance. Competitive Family & Annual Leave Entitlements as well as 2 Paid Volunteer Days per year. Life Assurance. Annual Employee Share Participation Scheme.
We are focused on ensuring a healthy work-life balance and offer a hybrid working model and flexible working hours.
SEI is an Equal Opportunity Employer and so much more…
We recognize that our people are our most valuable asset and are (literally) invested in your success; we know that a healthy, happy and motivated workforce is key to our continued growth. We are focused on ensuring a healthy work-life balance and offer our employees benefits which include private medical care for you and your family, educational assistance scheme and actively encourage work life balance.
AI Acceptable Use in the application and interview process:
SEI acknowledges the growing integration of artificial intelligence (AI) tools into individuals' personal and professional lives. If you intend to incorporate the use of any AI tools at any stage of the application and/or interview process, please ensure you have reviewed and adhere to our AI use guidelines.
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Financial Planning and Analysis Manager
Posted today
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Job Description
Harvey Norman is a high-profile, leading-edge retail brand with over 289 stores worldwide selling furniture, bedding, electrical and computer goods. With 16 stores in Ireland, we are growing, and have plenty of opportunities for talented people. If you think you have what it takes to thrive in a dynamic retail environment, we want to hear from you.
ABOUT THE JOB:
Reporting to the Financial Controller, you will be working in a team of two, having responsibility for the financial planning and analysis of the business. You will work closely with key stakeholders in all areas of the business. The role would suit a person who has experience in a similar environment and has excellent analytical and reporting skills.
Your tasks will include:
- Management of the annual budget, quarterly and monthly forecast cycles (for multi-store and department cost centres), ensuring quality, accuracy, and timeliness of reporting.
- 3 Year forecasts.
- Prepare new store new markets business case assessment, with management recommendation.
- Establish and maintain key business KPI reporting.
- Provide detailed monthly reporting to operations departments for review.
- Work closely with the heads of departments and their teams to provide performance insights.
- Revenue and expenditure analysis, with a commercial focus.
- Stock analysis, including ageing, slow moving and NRV reporting.
- Preparation of cost centre KPI's and management reports.
- Preparation of executive monthly and quarterly business review reports.
- P&L consolidation reporting.
- Analytical reviews with commentary.
- Supporting the financial reporting team.
- Producing ad-hoc business reports to assess business performance and aid informed decision making.
This list is not exhaustive and other duties will be assigned as required.
YOUR PROFILE:
Your knowledge, skills and experience include:
- Qualified accountant ACA, ACCA, CIMA, ideally with a minimum of 5 years' experience in a commercially focused FP&A role in Retail / FMCG sectors, with the ability to work to corporate reporting experience with S4/HANA and Power BI would be an advantage, though not essential
- Experience in producing budgets, forecasts and management accounts for multi-company / departmental entities.
- Advanced Excel skills and financial modelling skills a prerequisite.
- Advanced MS Office skills.
- Strong analytical skills, with the ability to interpret complex financial data
- Excellent analytical and reporting skills.
- Strong commercial acumen.
- Adaptable, with strong systems experience.
- Effective communicator/good listener.
WHY PEOPLE JOIN US:
- We're Dynamic and growing
- Fun, high energy work environment.
- Culture of developing and promoting from within the company.
- Our entrepreneurial spirit.
Additional Information:
- Onsite role working in Head Office (Swords, North County Dublin).
- This is a permanent contract subject to a six month probationary period.
- The successful candidate will have to attend a company induction day in Dublin City Centre.
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