The posting
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 Portfolio Management Group – Investment Function Team.
We are seeking an experienced, motivated, detail‑oriented fund governance lead to own our engagement, as Investment Manager and sponsor, with the board and service providers of Davy’s regulated funds with c. €9bn AUM. It is ideal for someone who can operate at board level and take ownership of the governance processes that underpin regulatory oversight and investment governance across the platform. The role is the primary point of accountability for the Investment Manager’s relationship with the ManCo, the administrator and the board.
In the role, the successful candidate will:
- Lead all aspects of the Investment Manager’s engagement with the fund board(s) and service providers, including regular engagement with the ManCo and the administrator/depository.
- Lead senior engagement, performance governance and escalation management across the external provider model. Ensure robust MI, service standards, issues tracking and evidence‑based oversight appropriate to the scale and complexity of the platform.
- Coordinate resolution of issues arising on Davy managed funds, including tax issues, board requests and information requests from the ManCo, board or administrator.
- Act as a central business lead on the Investment Management Programme, driving improvements to the investment team’s technology and data platform, systems and workflows.
- Lead the governance of fund events: fund launches, share class launches, fee changes, prospectus and legal document updates, benchmark and strategy changes, mergers and closures etc.
- Be accountable for all Investment Manager content in UCITS board packs, including any incidents, key distribution trends, exceptions and remediation, and own responses to board queries.
- Respond to information requests from the ManCo, board and administrator, and coordinate the firm’s input across internal teams.
- Build a disciplined governance culture with clear ownership, rapid escalation, strong documentation and continuous improvement in control design and operational resilience.
Requirements
About you
We are looking for somebody who has the following background and skills:
- 10–15+ years in UCITS fund governance / fund operations / investment management oversight within an asset manager, ManCo or relevant background.
- Strong track record in delegated operating models (ManCo / administrator / sub‑IM), with a demonstrable ability to drive outcomes through influence, governance and escalation.
- Comfortable operating at board level: clear reporting, structured thinking, concise communication and constructive challenge.
- Strong understanding of UCITS funds, portfolio reporting and regulatory data requirements (CBI, ESMA, UCITS). AIF experience an advantage.
- Good working understanding of investment data structures (holdings, benchmarks, transactions, pricing, corporate actions, FX, analytics) and the operational issues that drive board‑level governance.
- Experience coordinating with administrators, custodians and ManCos on fund events and issue resolution.
- Exceptional attention to detail and accuracy; highly organised, able to manage multiple deliverables and strict deadlines.
- Proactive mindset with a strong sense of ownership and problem‑solving capability.
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.
