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Job Description:
Core-Asset Consulting is delighted to be partnering with a highly respected financial service firm to recruit a Data Engineer for a permanent position based in Newcastle.
This is a fantastic opportunity to join an organisation with a clear commitment to innovation and insight-led decision-making.
As a Data Engineer, you will play a critical role in transforming complex operational data into meaningful insights.
Working across analytics, data science, and development teams, you will design and implement robust data pipelines, optimise data models, and ensure high-quality, reliable outputs that drive strategic business decisions.
Essential Skills/Experience:
Strong proficiency in T-SQL and experience developing complex queries and procedures.
Expertise in Spark and PySpark for scalable data processing.
Solid understanding of OLTP and OLAP architectures and data modelling principles.
Experience with Microsoft Azure, including Fabric, Azure Data Factory, Data Lake, Data Warehouse, and Blob Storage.
Sound knowledge of ETL/ELT best practices.
Strong analytical and problem-solving skills with a focus on data accuracy and reliability.
Excellent collaboration and communication skills, with the ability to translate business requirements into technical solutions.
Comfortable working in dynamic environments and committed to continuous improvement.
Core Responsibilities:
Translate complex transactional data into optimised analytical models (facts and dimensions) to support reporting and insights.
Design, build, and enhance data pipelines within Microsoft Fabric to improve performance, scalability, and data quality.
Engineer new integrations from internal and external data sources using best-practice ETL/ELT methodologies.
Monitor and optimise SQL-based workflows to ensure accuracy and efficiency in daily data processing.
Lead efforts to migrate legacy reporting datasets to modern platforms, ensuring minimal disruption.
Collaborate with analytics teams to develop custom data models and engineered datasets tailored to business requirements.
Partner with data science colleagues to create summary and aggregated datasets for advanced analytics and predictive modelling.
Respond efficiently to ad hoc data requests, ensuring outputs are timely, accurate, and aligned to stakeholder needs.
Benefits:
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: 16151
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
....Read more...
Type: Permanent Location: Newcastle upon Tyne, England
Start: ASAP
Posted: 2025-06-27 15:12:21
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About True Potential
True Potential LLP is an award-winning financial services and technology company, shaping the future of the industry with innovative digital solutions.
We work with nearly 20% of UK financial advisers, providing cutting-edge platforms that enhance efficiency and client engagement.
Our collaborative and fast-paced environment offers exciting opportunities for talented individuals looking to drive innovation in fintech.
About the Role
We are looking for a Front-End Developer to join our dynamic development team.
This is a fantastic opportunity to take ownership of projects and shape the future of front-end development at True Potential.
You'll work closely with our in-house design and development teams to build, maintain, and enhance the front-end of various internal sites.
Collaboration is key, and you'll be part of a supportive environment that values innovation and technical excellence, with multiple opportunities for professional growth.
Responsibilities
Develop, maintain, and update front-end elements for in-house web applications.
Work closely with designers and stakeholders to translate concepts into functional, high-quality web experiences.
Take ownership of the Content Delivery Network (CDN), ensuring styles and content are kept up to date.
Ensure responsive and accessible design across multiple platforms and devices.
Write clean, modular, and efficient code while following best practices.
Use version control tools to manage code changes effectively.
About You (Skills & Experience)
We're looking for a developer with:
5+ years of experience in front-end development.
Proficiency in HTML5, CSS, SASS, JavaScript, and jQuery.
Experience with Bootstrap and other front-end frameworks.
Strong understanding of responsive web design principles.
Experience working with Content Delivery Networks (CDNs).
Knowledge of .NET MVC, Razor, Telerik charts, and SendGrid email templates (desirable).
Strong analytical and problem-solving skills.
Excellent communication and organisational skills.
Ability to work both independently and collaboratively in a fast-paced environment.
Why Apply?
You'll join a supportive, long-established team with access to professional training, career progression, and regular social events, and will be supported in your career development while working on exciting projects in a fast-moving technology-led business.
Interested candidates should send their CV to Core-Asset Consulting at truepotential@core-asset.co.uk, or call +44 131 718 4600 for a confidential discussion.
Core-Asset Consulting is exclusively retained to manage this role.
Any speculative CVs or direct applications will be forwarded to Core-Asset Consulting.
No agency fees will be payable, and all CVs submitted for this role will be handled exclusively by Core-Asset Consulting.
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: 15992
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 ....Read more...
Type: Permanent Location: Newcastle upon Tyne, England
Start: ASAP
Posted: 2025-06-27 09:32:07
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Job Description:
Core-Asset Consulting is working with a leading UK-based professional services firm to recruit a Legal Counsel - Disputes in Edinburgh or Glasgow.
This is a fantastic opportunity to join a well-established legal team that has a focus on pensions disputes.
Skills/Experience:
Relevant in-house or private practice experience in disputes and/or pensions law.
Ability to influence and constructively challenge at all levels of the organisation.
Excellent written and verbal communication.
Strong problem-solving abilities and attention to detail.
Effective time management and ability to balance multiple priorities.
Familiarity with the pensions or broader financial services sector (desirable).
Experience with regulatory bodies such as the Pensions Ombudsman or Financial Ombudsman Service (desirable).
Knowledge of FCA regulatory requirements and actuarial professional standards (desirable).
Core Responsibilities:
Advise on disputes and potential disputes across the business, including those involving third parties, suppliers, and clients.
Investigate issues, direct fact-finding, and propose pragmatic resolutions.
Draft legal documentation and liaise with client legal teams as needed.
Manage and instruct external legal counsel, monitor budgets and relationships.
Provide guidance on complaints under pension dispute procedures and ombudsman referrals.
Advise on data breach matters in collaboration with internal stakeholders.
Respond to due diligence and tender queries relating to dispute resolution.
Present to governance forums and report on key themes and risks.
Support insurer relationships and assist with insurance notifications and renewals.
Contribute to legal process improvements, guidance documents, and training.
Benefits:
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: 16141
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 ....Read more...
Type: Permanent Location: Edinburgh, Scotland
Start: ASAP
Posted: 2025-06-26 09:34:44
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Job Description:
Core-Asset Consulting is working with a leading UK-based professional services firm to recruit a Legal Counsel - Disputes in Edinburgh or Glasgow.
This is a fantastic opportunity to join a well-established legal team that has a focus on pensions disputes.
Skills/Experience:
Relevant in-house or private practice experience in disputes and/or pensions law.
Ability to influence and constructively challenge at all levels of the organisation.
Excellent written and verbal communication.
Strong problem-solving abilities and attention to detail.
Effective time management and ability to balance multiple priorities.
Familiarity with the pensions or broader financial services sector (desirable).
Experience with regulatory bodies such as the Pensions Ombudsman or Financial Ombudsman Service (desirable).
Knowledge of FCA regulatory requirements and actuarial professional standards (desirable).
Core Responsibilities:
Advise on disputes and potential disputes across the business, including those involving third parties, suppliers, and clients.
Investigate issues, direct fact-finding, and propose pragmatic resolutions.
Draft legal documentation and liaise with client legal teams as needed.
Manage and instruct external legal counsel, monitor budgets and relationships.
Provide guidance on complaints under pension dispute procedures and ombudsman referrals.
Advise on data breach matters in collaboration with internal stakeholders.
Respond to due diligence and tender queries relating to dispute resolution.
Present to governance forums and report on key themes and risks.
Support insurer relationships and assist with insurance notifications and renewals.
Contribute to legal process improvements, guidance documents, and training.
Benefits:
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: 16141
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 ....Read more...
Type: Permanent Location: Glasgow, Scotland
Start: ASAP
Posted: 2025-06-26 09:34:05
-
Job Description:
We have an exciting opportunity for a Client Service Executive to join the team at a leading wealth management firm at their office in London on a 6-month fixed-term contract.
The successful candidate will act as the primary point of contact for all client enquiries and manage the client lifecycle process.
Skills/Experience:
Experience working in a similar role in Financial Services managing end-to-end administration processes.
Knowledge of regulatory environment.
Understanding of the products and services.
Experience managing administrative staff (desirable).
Client Facing Experience (desirable).
Core Responsibilities:
Ensure all client lifecycle processes are followed and adhered to in accordance with the Operating Model (e.g.
end-to-end management of account opening, on-boarding and transfer processes; processing client payments and account amendments; supporting quarterly portfolio valuation processes) whilst all process enhancement suggestions are escalated accordingly.
Develop and maintain relationships with clients and business stakeholders, utilising knowledge of the business and client requirements to deliver the desired client outcomes.
Manage the client lifecycle administration process to ensure a timely and efficient client experience.
Take ownership and accountability for all client administration tasks.
Act as the main liaison between the client, your investment team, operations and other key stakeholders and ensure all parties are kept informed.
Understand client suitability requirements and support your investment team with regard to gathering the relevant information to support client suitability (e.g.
ATRQ, Financial Questionnaires), producing client summaries/welcome letters.
Work closely with the team and wider administration functions to develop and share best practice.
Act as the first point of contact for clients, assuming the role of the “go to” person for administration queries.
This includes attending client meetings and leading discussions regarding client administration matters.
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: 16148
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.
INDCAS ....Read more...
Type: Contract Location: London, England
Start: ASAP
Posted: 2025-06-25 14:45:33
-
Job Description:
Core-Asset Consulting is working with a leading UK-based professional services firm to recruit a Legal Counsel - Disputes in Glasgow.
This is a fantastic opportunity to join a well-established legal team that has a focus on pensions disputes.
Skills/Experience:
Relevant in-house or private practice experience in disputes and/or pensions law.
Ability to influence and constructively challenge at all levels of the organisation.
Excellent written and verbal communication.
Strong problem-solving abilities and attention to detail.
Effective time management and ability to balance multiple priorities.
Familiarity with the pensions or broader financial services sector (desirable).
Experience with regulatory bodies such as the Pensions Ombudsman or Financial Ombudsman Service (desirable).
Knowledge of FCA regulatory requirements and actuarial professional standards (desirable).
Core Responsibilities:
Advise on disputes and potential disputes across the business, including those involving third parties, suppliers, and clients.
Investigate issues, direct fact-finding, and propose pragmatic resolutions.
Draft legal documentation and liaise with client legal teams as needed.
Manage and instruct external legal counsel, monitor budgets and relationships.
Provide guidance on complaints under pension dispute procedures and ombudsman referrals.
Advise on data breach matters in collaboration with internal stakeholders.
Respond to due diligence and tender queries relating to dispute resolution.
Present to governance forums and report on key themes and risks.
Support insurer relationships and assist with insurance notifications and renewals.
Contribute to legal process improvements, guidance documents, and training.
Benefits:
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: 16141
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 ....Read more...
Type: Permanent Location: Glasgow, Scotland
Start: ASAP
Posted: 2025-06-25 14:16:11
-
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 ....Read more...
Type: Permanent Location: Edinburgh, Scotland
Start: ASAP
Posted: 2025-06-25 08:53:13
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The Company
Our client is a boutique investment firm with a clear vision: to deliver high-quality strategies that drive exceptional outcomes for investors.
Focused on forming strong alliances with high-calibre managers both locally and globally, they bring unique investment opportunities—spanning global and Asian equities, fixed income, private credit, and alternatives—to the Australian market.
Their success is defined by the strength of their partnerships, the quality of their offerings, and the trusted relationships they build with advisers and institutional clients.
The Opportunity
Are you someone who thrives at the intersection of marketing, data, and technology? We're excited to be partnering with a fast-evolving organisation looking for a Marketing Data & Insights Analyst/Specialist to play a pivotal role in scaling marketing impact and supporting business development, sales, and product functions through data-driven insights.
This is a permanent Sydney-based opportunity for someone passionate about analytics, platforms, and operational efficiency—bringing clarity to complexity and driving smarter business outcomes.
What You'll Be Doing
Creating and maintaining Salesforce reports for stakeholders including BDMs, senior leaders, and board executives
Managing the integrity and integration of marketing data between Salesforce and Mailchimp, including unsubscribe workflows and audience hygiene
Delivering ongoing data analytics and insights across marketing channels—email, website, and social media
Driving daily updates and content refreshes across digital platforms including the corporate website and news/insights portals
Collaborating with external data providers and internal ops teams to ensure completeness and accuracy of adviser and client data
Supporting platform analytics and maintaining rebate databases to support product decision-making
Leading regular performance reporting across digital, media, and email channels to identify trends and opportunities
What We're Looking For
A data and marketing-savvy analyst with a working knowledge of Salesforce and Google Analytics
Experience in the financial services industry (fund or wealth management) would be advantageous
Experience using Wordpress and Mailchimp is an advantage
A natural problem-solver who can think creatively and apply structured approaches to resolving data challenges
Someone comfortable with both autonomy and teamwork—able to take initiative while following direction when needed
Strong Excel skills and familiarity with connectors like XL-Connector and platforms like YouTube, LinkedIn, and Podbean
Why Apply?
Join a dynamic team at the heart of data, marketing, and product
Help shape operational efficiency and drive smarter commercial outcomes through insight
Work across a diverse set of tools and platforms in a role that offers variety and ownership
Be part of an organisation that values proactive thinkers and data-led decision-making
Enjoy flexible working options and a culture that celebrates curiosity and creativity
Whether you are a sports fanatic, shark diver or part-time antique collector, we celebrate your uniqueness.
Parity Consulting works with clients who embrace diverse and inclusive environments and empower their teams to bring their authentic whole self to work.
We encourage people with different beliefs, abilities, backgrounds and life experiences to contact us.
....Read more...
Type: Permanent Location: Sydney CBD, Sydney, Australia
Posted: 2025-06-25 02:57:08
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Job Description:
We are working on an exciting opportunity for a Portfolio Manager to join the team at a leading investment firm in Edinburgh.
The successful candidate will look after all elements of managing client portfolios for the business, including client relationships, portfolio construction, investment research and business development.
Skills/Experience:
CISI Level 7 Wealth Management qualification or FCA recognised equivalent.
In depth knowledge and understanding of financial instruments, asset classes, portfolio construction methods and investment risk
Excellent communication skills with the ability to summarise complex issues clearly and succinctly.
Core Responsibilities:
Responsible for the construction, implementation and monitoring of suitable client portfolios.
Manage Private Client portfolios in the best interests of the client, constructing suitable portfolios following the firm's processes.
Ensure first class standard of client service to build significant and long-lasting client relationships.
Playing an active member of the Asset Allocation Committee, Stock Selection Committee and assigned Asset Research Group(s).
Develop the business by marketing the firm to potential new clients.
Work closely with the Financial Planners to provide a full service to a growing number of clients.
Benefits:
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: 16144
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 ....Read more...
Type: Permanent Location: Edinburgh, Scotland
Start: ASAP
Posted: 2025-06-23 15:00:34
-
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 ....Read more...
Type: Permanent Location: Dundee, Scotland
Start: ASAP
Posted: 2025-06-20 12:53:03
