Director of Assessment of Value

Job Description:

Core-Asset Consulting is supporting a leading financial services organisation in the appointment of a Director of Assessment of Value.

The successful candidate will operate at a senior level, providing independent oversight and challenge across investment performance and fund governance.

The role involves close engagement with executive leadership, Boards and independent directors, alongside responsibility for leading and developing a specialist AoV team.

• Significant experience within the funds industry or wider financial services sector


• Strong understanding of FCA regulatory requirements, including Assessment of Value and Consumer Duty


• Deep knowledge of investment analysis, performance monitoring and risk assessment


• Proven ability to provide independent, evidence-based challenge to senior stakeholders


• Experience working with Boards and independent non-executive directors


• Demonstrated leadership experience, with the ability to manage and develop high-performing teams


• Excellent analytical, communication and presentation skills


• Strong organisational skills with the ability to manage competing priorities


• Proficiency in Excel and investment analytics tools (e.g.
  
  Bloomberg, Morningstar)


• Relevant professional qualification (e.g.
  
  CFA) desirable

• Lead the AoV framework, ensuring robust, consistent and compliant delivery across all funds


• Monitor fund performance against benchmarks and peer groups, alongside broader investment oversight activities


• Conduct detailed portfolio analysis, including risk, allocation, style and portfolio construction


• Produce clear, evidence-based AoV reports, including annual fund reviews for external publication


• Present findings, recommendations and insights to senior stakeholders, including Boards and independent directors


• Contribute to governance forums, committees and working groups, including preparation of materials and documentation


• Maintain strong oversight of regulatory compliance, ensuring adherence to FCA requirements including Consumer Duty


• Identify, assess and escalate material risks, ensuring appropriate mitigation and controls


• Lead, develop and manage the AoV team, fostering a culture of analytical rigour and independent challenge


• Build and maintain effective relationships with internal stakeholders, investment managers and external parties


• Support strategic initiatives, including product development and business change projects

• A highly 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: (16464)

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

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

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