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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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JOB DESCRIPTION
Senior Financial Analyst - Construction
GENERAL PURPOSE OF THE JOB:
The Senior Financial Analyst is responsible for the financial analysis, reporting, budgeting, and forecasting for the Tremco Roofing and Building Maintenance business.
The Tremco Roofing business that manufactures roofing materials, and the WTI/WTC service business offers comprehensive roofing and general contracting services to building owners and facility managers in the United States and Canada.
Candidates should possess strong financial and analytical skills.
This role is a remote and/or hybrid position and reports to the Tremco Roofing Finance Manager.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Prepare reporting and analysis of financial data for Roofing, WTI, and WTC businesses Assist in developing the annual budget for Roofing, WTI, and WTC businesses Prepare monthly commission accrual and monthly analysis, reporting and audits on commission Prepare sales and profitability reports for regions and sales representatives Prepare sales tracking to determine sales group levels and incentives Prepare journal entries and reconciliations for month-end close Partner with business to understand and improve operations and financials Drive efficiency by creating and maintaining Power BI reports for sales and profitability reporting Perform ad hoc assigned tasks, including special projects and analysis to support the business
EDUCATION:
Bachelor's degree from four or 5-year college or university
EXPERIENCE:
Bachelor's degree in finance, accounting, or related field 3+ years of experience in finance, accounting or related field Previous experience in construction industry preferred, with knowledge of revenue recognition related to service contracts (ASC 606) Strong organizational, communication, and analytical skills with high attention to detail and accuracy Proficient in SAP ERP system and Microsoft Excel Ability to multi-task in a fast-paced environment
CERTIFICATES, LICENSES, REGISTRATIONS:
CPA license a plus
OTHER SKILLS AND ABILITIES:
Analytical Skills: Ability to analyze financial data and prepare accurate analysis and reports. Detail-Oriented: Meticulous attention to detail in financial reporting and analysis. Communication Skills: Strong verbal and written communication skills. Problem-Solving Skills: Ability to identify issues, research discrepancies, and propose solutions. Team Player: Ability to collaborate effectively across departments. Experience with Sarbanes-Oxley (SOX) and US GAAP.
Benefits:
Tremco offers a variety of benefits to its employees, including not limited to: health insurance, paid holidays, paid time off, 401(k) with company match, Company Pension Plan, and continuing education.
Qualified applicants will receive consideration for employment without regard to their race, color, religion, national origin, sex, sexual orientation, gender identity, protected veteran status or disability.Apply for this ad Online! ....Read more...
Type: Permanent Location: Beachwood, Ohio
Posted: 2025-10-14 15:09:52
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JOB DESCRIPTION
Senior Financial Analyst - Construction
GENERAL PURPOSE OF THE JOB:
The Senior Financial Analyst is responsible for the financial analysis, reporting, budgeting, and forecasting for the Tremco Roofing and Building Maintenance business.
The Tremco Roofing business that manufactures roofing materials, and the WTI/WTC service business offers comprehensive roofing and general contracting services to building owners and facility managers in the United States and Canada.
Candidates should possess strong financial and analytical skills.
This role is a remote and/or hybrid position and reports to the Tremco Roofing Finance Manager.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Prepare reporting and analysis of financial data for Roofing, WTI, and WTC businesses Assist in developing the annual budget for Roofing, WTI, and WTC businesses Prepare monthly commission accrual and monthly analysis, reporting and audits on commission Prepare sales and profitability reports for regions and sales representatives Prepare sales tracking to determine sales group levels and incentives Prepare journal entries and reconciliations for month-end close Partner with business to understand and improve operations and financials Drive efficiency by creating and maintaining Power BI reports for sales and profitability reporting Perform ad hoc assigned tasks, including special projects and analysis to support the business
EDUCATION:
Bachelor's degree from four or 5-year college or university
EXPERIENCE:
Bachelor's degree in finance, accounting, or related field 3+ years of experience in finance, accounting or related field Previous experience in construction industry preferred, with knowledge of revenue recognition related to service contracts (ASC 606) Strong organizational, communication, and analytical skills with high attention to detail and accuracy Proficient in SAP ERP system and Microsoft Excel Ability to multi-task in a fast-paced environment
CERTIFICATES, LICENSES, REGISTRATIONS:
CPA license a plus
OTHER SKILLS AND ABILITIES:
Analytical Skills: Ability to analyze financial data and prepare accurate analysis and reports. Detail-Oriented: Meticulous attention to detail in financial reporting and analysis. Communication Skills: Strong verbal and written communication skills. Problem-Solving Skills: Ability to identify issues, research discrepancies, and propose solutions. Team Player: Ability to collaborate effectively across departments. Experience with Sarbanes-Oxley (SOX) and US GAAP.
Benefits:
Tremco offers a variety of benefits to its employees, including not limited to: health insurance, paid holidays, paid time off, 401(k) with company match, Company Pension Plan, and continuing education.
Qualified applicants will receive consideration for employment without regard to their race, color, religion, national origin, sex, sexual orientation, gender identity, protected veteran status or disability.Apply for this ad Online! ....Read more...
Type: Permanent Location: Beachwood, Ohio
Posted: 2025-10-14 15:09:28
