Investment Analyst (Funds)

Job Description:

One of our clients, a leading UK organisation with offices in Edinburgh, is keen to recruit a funds focused Investment Analyst to join their team on a permanent basis.

This is an excellent opportunity for an analytically minded professional to join a high-performing team and contribute to fund analysis, research, and portfolio monitoring, as well as support investment decision-making.

The successful candidate will work closely with senior stakeholders, providing insight and analysis.

• Experience in an Investment Analyst, Investment Research, Fund Analysis and/or Research, or similar role.


• Exposure to investment funds, portfolio analysis, manager research, or broader investment markets.


• CFA Charterholder (preferred) or candidate approaching completion of the CFA programme (Level III passed or due to sit shortly).


• Strong MS Excel skills, including financial modelling, analysis, and data manipulation.


• Strong analytical abilities with excellent attention to detail.


• Experience conducting investment, market, or fund analysis and/or research.


• Excellent written and verbal communication skills with the ability to present complex information clearly.


• Strong academic background

• 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


• 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.

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

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.

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.