Investment Analyst - Fund Research (Scotland based)

Core-Asset Consulting Ltd; City of Edinburgh; Hybrid; GBP 30,000 - 50,000; Full time

Job summary

A leading financial services firm seeks an Investment Analyst to join their boutique team in Scotland, focusing on fund selection and portfolio development for private and institutional clients. This hybrid role requires strong analytical skills, a finance-related degree, and the ability to thrive in a collaborative environment.

Benefits

A competitive salary

Wider benefits package

Qualifications

• Front office experience in fund selection/fund research, ideally investment trust experience.
• Clear analytical ability and excellent attention to detail.

Responsibilities

• Research and select third party funds for portfolio creation.
• Support various projects and ad hoc work as required by the team.

Skills

Analytical ability

Interpersonal skills

IT skills

Proactive

Team player

Education

Degree in finance/economics/maths

CFA holder or progress towards CFA

Tools

Excel

FactSet

Job description

Job Description:

Our client, an independent financial services firm, has an excellent opportunity for an Investment Analyst to join their boutique team based in Scotland.This is a great opportunity for an individual to research funds and develop sector responsibility.

The successful candidate will work as a part of the existing investment team to research and select third party funds to assist with the creation of portfolios for a variety of clients, both private and institutional.The role encompasses sector responsibility to research and recommend funds.

This role is hybrid with 2 days in the office and the candidate can be based in either Dundee or surrounding areas such as Edinburgh / within commutable distance.

Essential Skills/Experience:

• Front office experience in fund selection/fund research - ideally investment trust experience.
• Degree in finance/ economics/ maths.
• CFA holder, significant progress made with studies, or desire to work towards obtaining the CFA., the firm will support CFA studies.
• Clear analytical ability - excellent attention to detail.
• Enthusiastic, excellent interpersonal skills.
• Strong IT skills, particularly Excel, ideally FactSet.
• Proactive, with ability to work on own initiative.
• Team player - collaborative and boutique team, requires good co-operational skills.
• Ability to multitask, quick to learn.

Core Responsibilities:

• Undertake third party fund and manager research (with focus on investment trusts and collectives) and support various projects and other ad hoc work as required by team.

Benefits:

• A competitive salary
• Wider Benefits package

Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.

Job reference: 16119

To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.

At Core-Asset, we're committed to protecting and respecting your privacy.Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure.We may change this policy from time to time, so please check this policy occasionally to ensure that you're happy with any changes.

By engaging with us (either by applying for a job we're advertising, registering through our website, or getting in touch with our business) you're agreeing to be bound by this policy.

Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users.For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement

Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.

INDPERM