Pensions Real Estate Associate

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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.

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

A permanent role has arisen within our Client Services team for an ambitious associate. The purpose of this role is to assist in managing all aspects of a diversified real estate portfolio valued at c. €400m with an emphasis on the residential assets but some commercial assets as well. The assets are held by Davy client pension accounts. The ideal candidate will be personable, ambitious and highly numerate having an objective of extending their experience in both finance and real estate.

In the role, the successful candidate will:

1. Allocation of rent to client accounts. This role will include ongoing initiatives to automate this process;
2. Administration of expenses including VAT;
3. Assistance in the acquisition and sales processes;
4. Assistance in the annual valuation process;
5. Assistance in the annual LPT process;
6. Assistance in annual RTB registration process;
7. Liaison with professional advisors such as solicitors, agents and property managers;
8. Addressing ad hoc queries from clients and their advisers;
9. Designing of initiatives to deal with areas giving rise to queries.

Key relationships

The investments being managed in this area are held by clients of Davy Private Clients and Davy Select. As a result, the key relationships are our colleagues in those teams who are the main points of contact for the clients in question.

The role will also have significant contact with other teams in Davy including finance, client operations, compliance and risk. In addition, the role will come into daily contact with solicitors, agents and other groups external to Davy.

Requirements

About you

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

1. Graduate or similar background which shows numeracy;
2. Can demonstrate some understanding of finance, pensions and/or real estate;
3. Attention to detail in all aspects of their role;
4. Ambitious about growing a career in finance;
5. Interested in further education;
6. Excellent reporting skills to include asset and portfolio analysis and client communications;
7. Strong communication skills and ability to build stakeholder relationships;
8. Strong general administration skills, efficient typing skills and a high level of proficiency in MS Word, Excel, Outlook and PowerPoint;
9. Excellent organisational skills;
10. Experience in managing internal and external teams;
11. An ability to prioritise workloads.

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.