Investment Analyst

Job Description:

Core-Asset Consulting is working with a leading financial services firm institutional investment organisation to recruit an Investment Analyst to join its Real Assets team.

This role offers the opportunity to support a high-performing investment team managing a diversified real assets portfolio.

The successful candidate will contribute to research, analysis, and portfolio monitoring, supporting informed investment decision-making within a collaborative environment.

• Experience in an Investment Analyst or similar role


• Exposure to real assets (desirable)


• Full CFA qualification (essential)


• Strong analytical and research skills


• Excellent written and verbal communication abilities


• Proficiency in Microsoft Office, particularly Excel and Word


• Strong academic background (degree level preferred)

• Conduct research on existing and potential investments, including asset-level and macro analysis


• Perform due diligence, assessing key drivers of returns and incorporating responsible investment considerations


• Monitor portfolio performance, cash flows, and underlying investments


• Produce analysis and investment recommendations for senior stakeholders


• Ensure accuracy and integrity of investment data through collaboration with internal teams and external providers


• Support implementation of investments in line with legal, regulatory, and internal policy requirements


• Prepare written and verbal reporting for investment committees and stakeholders

• 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: (16470)

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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