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Job Description:
We are working with our client, a financial services firm, on an excellent permanent opportunity for an Investment Assistant to join their team based in Dundee.
The successful candidate will play a key role in supporting the investment team with various queries using MS Excel to provide suitable data and create impactful spreadsheets and reports.
We are delighted to receive applications from individuals who have strong MS Excel skills (pivot tables, vlookup, CAGR etc.) and an interest in moving into a financial services firm.
Skills/Experience:
Strong IT skills, particularly MS Excel (essential), PowerPoint, FactSet (desirable).
Some experience in a similar position, perhaps with experience in administration, data analysis, or operations.
Graduates with strong MS Excel skills will also be considered.
Hard working and conscientious
Accuracy - attention to detail is essential
Clear analytical ability
Strong numeracy skills
Exceptional interpersonal skills
Proactive, with ability to work on own initiative to meet deadlines
Ability to multitask, quick to learn
Team player - small team requires good co-operational skills; happy to assist in all tasks if needed
Core Responsibilities:
Assist in a broad range of activities to support the investment team.
Responsible for provision of suitable data to assist research team, via excel and other systems
Creation of dealing spreadsheets as required
Provision of ESG data analysis to holdings using external systems
Develop and maintain data relating to economic and macros indicators
Delivery of monthly packs and other reports as needed by the team
Creation and maintenance of various financial screens for the team
Monitor parameters and characteristics of funds
Assist in the delivery of ad hoc and annual tasks for the company's presentations
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: 16175
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.
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: 2025-10-15 13:10:50
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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 a marketer at heart, who thrives in a data and insights led role? We're looking for a Marketing Data & Insights Analyst/Specialist to act as the owner of all reporting and analytics for all digital platforms and channels, playing 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 with a strong blend of marketing and data insights, who is passionate about analytics, platforms, and operational efficiency—bringing clarity to complexity and driving smarter business outcomes.
What You'll Be Doing
Managing the technical connection between Marketing Cloud and Salesforce to ensure data flows correctly in both directions including email engagement, campaign reporting, maintaining data integrity, unsubscribes, data monitoring and reporting
Creating and maintaining Salesforce reports for stakeholders including BDMs, senior leaders, and board executives
Regular reporting on platform data, social media channels performance, website analytics via Google Analytics and Mailchimp reporting
Delivering ongoing data analytics and insights across marketing channels—email, website, and social media
Annual front and back end website review and daily content refreshes and updates via Wordpress
What We're Looking For
A marketer at heart with a background across data and insights led roles, working closely within marketing
Financial services background is essential (funds or wealth management ideal)
Proven experience using Salesforce Marketing Cloud, Wordpress, Google Analytics and Mailchimp essential
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
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: 2025-10-03 05:19:01
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Job Description:
Our client, a leading global investment management firm, is looking to appoint a Senior SMCR Analyst on an 18-month fixed term contract.
This is an excellent opportunity to join a highly regarded organisation where you will play a key role in supporting SMCR and other regulatory requirements.
Skills/Experience:
Extensive experience of SMCR.
Strong background in regulatory analysis, ideally within investment management or wider financial services.
Excellent communication and influencing skills.
Strong analytical and problem-solving abilities.
Core Responsibilities:
Interpret and apply SMCR and global accountability regulations across the business.
Advise and support Senior Managers under SMCR, ensuring efficient, client-focused processes.
Lead SMCR applications, notifications, and regulatory filings in collaboration with colleagues.
Assess regulatory impacts of change events and ensure timely, compliant submissions.
Monitor regulatory developments, implement required policy/process changes, and advise stakeholders.
Maintain SMCR records, including responsibility maps, statements, and certifications.
Partner with HR on Fitness & Propriety assessments for SMCR populations.
Drive governance projects to strengthen processes, controls, and risk management.
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: 16251
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: Edinburgh, Scotland
Start: ASAP
Posted: 2025-10-01 17:09:25
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Job Description:
Core-Asset Consulting is delighted to be partnering with a growing financial services firm to recruit a Senior Fee Analyst to join their Edinburgh team on an initial 6-month fixed-term contract.
This is a unique opportunity for a proactive professional to take ownership of the client fee management process, ensuring accuracy and governance, whilst shaping and delivering process improvements that drive efficiency and strengthen controls.
Skills/Experience:
Previous experience in a fee processing or billings environment.
Strong background in operations within financial services, ideally with exposure to wealth or investment management.
Highly numerate with excellent attention to detail and an investigative approach to problem-solving.
Demonstrable analytical skills with the ability to interpret and disseminate large volumes of information accurately.
Strong knowledge of MS Office, particularly Excel.
Excellent communication skills, with the ability to collaborate effectively across teams and influence key stakeholders.
Organised and proactive, with strong time management and the ability to deliver results within set deadlines.
Core Responsibilities:
Manage and support the end-to-end client fee process.
Set up new client and adviser fee accounts, ensuring accuracy and compliance.
Conduct ongoing monitoring to identify incorrect or non-standard fee set-ups.
Oversee and support the approval process for fee discounts and fee holidays, maintaining accurate records and ensuring consistency across the business.
Collaborate with colleagues to review the fee discount register quarterly with senior stakeholders.
Identify enhancements to management information (MI) reporting, ensuring robust exception reporting and strong governance.
Manage fee amendment requests and maintain oversight of client impact.
Work closely with internal teams to ensure high levels of data accuracy across fee processes.
Drive process improvements and efficiencies to benefit both the business and its clients.
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: 16248
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: Edinburgh, Scotland
Start: ASAP
Posted: 2025-09-29 13:25:50
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Product Support Analyst - Wealth Management - London / Hybrid
(Key skills: Product Support, Application Support, SQL, Client Management, Wealth Management, Investment Management, Troubleshooting, Stakeholder Engagement, Technical Analysis, Communication, Testing, Agile)
Are you a curious, analytical problem-solver who thrives at the intersection of technology and client service? This could be the ideal opportunity to grow your career in a fast-paced, high-impact environment.
Our client is a rapidly growing investment software provider, working with some of the UK's most respected wealth management firms.
As a Product Support Analyst, you will play a vital role in ensuring clients can confidently navigate and maximise the value of complex software systems.
This role blends technical troubleshooting, stakeholder engagement and product insight — offering meaningful variety and the chance to develop real expertise in financial technology.
This is far more than a ticket-based support role.
You'll work directly with end users, internal technical teams and product specialists to resolve queries, deliver solutions and help drive long-term improvements across the platform.
You'll be trained to deeply understand how the product works, why it matters to clients, and where improvements can be made to ensure continuous service excellence.
The successful candidate will be naturally inquisitive, with a methodical approach to solving problems and strong communication skills.
You'll enjoy working with people, understanding their pain points, and guiding them through solutions.
While exposure to SQL, investment systems or agile methodologies would be advantageous, it's not a prerequisite — what matters more is your mindset, work ethic and desire to learn.
A strong academic background and genuine interest in financial services or technology will set you apart, particularly if you're a graduate looking to kick-start a career in product, support or technical analysis.
You'll receive full on-the-job training from experienced product professionals, along with a clear development pathway into areas such as QA, client success or product management.
This is a highly collaborative environment that values attitude over credentials and encourages continual learning through hands-on experience and team mentorship.
The role offers flexible working hours, including rotating shifts between 7am and 9pm, as well as a hybrid setup based out of a central London office.
It's a great opportunity for someone looking to build a long-term career in financial technology, while working in a supportive and engaging environment where your contributions will make a tangible impact.
Location: London, UK / Hybrid working
Salary: £30,000 - £37,0000 + Benefits
Applicants must have the right to work in the UK.
Hybrid working supported.
NOIRUKTECHREC
NOIRUKREC
....Read more...
Type: Permanent Location: City of London, England
Start: ASAP
Salary / Rate: £30000 - £37000 per annum + Bonus + Benefits + Pension
Posted: 2025-09-29 02:02:40
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Client Engagement & Support Manager - Financial Technology - London / Hybrid
(Key skills: Client Engagement, Application Support, IT Operations, SLA Management, Stakeholder Management, Escalation Handling, Service Delivery, Relationship Management, JIRA, Wealth Management Technology, Digital Marketing Support, Team Leadership)
Are you a client-focused leader who thrives on building trusted relationships, ensuring service excellence, and leading high-performing teams? Do you want to work at the heart of a business serving some of the most respected names in the investment and wealth management sector? This role offers the perfect balance of operational leadership, client-facing engagement, and technical oversight.
Our client, a rapidly expanding financial technology provider, is seeking a Client Engagement & Support Manager to lead their Application Support Analysts and IT Operations team.
This is a pivotal role responsible for maintaining exceptional service levels, overseeing client communications, and ensuring smooth delivery of both support and operational functions.
In this role, you'll act as the key liaison between clients and internal teams, managing escalations, providing regular service updates, and ensuring SLAs are consistently met.
You will oversee ticket management and resolution workflows, lead service performance reviews, and champion client needs within the organisation.
With a strong understanding of the platform's features, architecture, and core use cases, you'll be able to translate technical details into clear, client-friendly updates, enabling clients to effectively communicate with their own stakeholders.
Your remit will also include managing IT operational responsibilities such as system upgrades, patching schedules, uptime monitoring, database management, and performance optimisation.
You'll ensure high availability and reliability for all client environments, while also driving improvements to operational processes, runbooks, and service documentation.
The role will see you leading both UK-based and international teams, managing resources across time zones, and facilitating effective communication between support, development, QA, and IT.
You'll use tools like JIRA to produce and present analytics on service performance, ticket trends, and SLA compliance—helping identify opportunities for improvement and future product enhancements.
To succeed, you will bring 7-10 years of experience, including at least three years in a client-facing leadership role and two or more years managing application support or technical support teams.
You will have exceptional stakeholder management skills, experience with service delivery in a technology environment, and the confidence to present in client service reviews.
Knowledge of the investment or wealth management sector will be highly beneficial.
This is an excellent opportunity to join a forward-thinking technology business where your leadership will directly influence client satisfaction, operational performance, and product success.
Location: London, UK / Hybrid working
Salary: £60,000 - £70,000 + Bonus + Benefits
Applicants must have the right to work in the UK.
NOIRUKTECHREC
NOIRUKREC ....Read more...
Type: Permanent Location: City of London, England
Start: ASAP
Salary / Rate: £60000 - £70000 per annum + + Bonus + Benefits + Pension
Posted: 2025-09-29 02:01:44
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Job Description:
Are you a part-qualified accountant, ideally with some experience working within a financial services setting? Core-Asset Consulting is partnering with a leading global asset management firm to recruit a Global Revenues Analyst for their Edinburgh office.
This is an exciting opportunity to join a highly respected firm with an international presence, working at the heart of their finance function.
The successful candidate will play a key role in revenue reporting, financial controls, and supporting strategic business initiatives.
Skills/Experience:
Part-qualified CA/ACA/ACCA/CIMA preferred.
Previous experience within financial services, ideally investment management.
Strong analytical and problem-solving skills, with the ability to summarise complex information.
Highly organised, detail-focused, and comfortable working to tight deadlines.
Excellent communication skills, both written and verbal, with confidence engaging across all levels of the business.
Proactive and adaptable, with the initiative to identify and deliver process improvements.
Core Responsibilities:
Ensure strong financial controls and procedures are maintained across the general ledger.
Review and record revenue, accruals, and related expenses in accordance with US GAAP.
Perform monthly reconciliations of invoices and balance sheet accounts.
Analyse monthly revenue figures and accruals, providing insightful commentary on revenue and debtors.
Support ad hoc projects including updates to operational policies and procedures.
Provide timely responses to internal and external stakeholders on finance-related queries.
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: 16221
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: Edinburgh, Scotland
Start: ASAP
Posted: 2025-09-10 08:44:44
