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- Tasks: Join a boutique team to research and select third-party funds for diverse client portfolios.
- Company: An independent financial services firm based in Scotland, focused on asset management.
- Benefits: Enjoy a competitive salary and a comprehensive benefits package with hybrid work options.
- Why this job: Be part of a collaborative team, gain valuable experience, and support your CFA studies.
- Qualifications: Degree in finance/economics/maths; front office fund research experience preferred.
- Other info: Position is hybrid, requiring 2 days in the office, based in Edinburgh or Dundee.
The predicted salary is between 28800 - 48000 £ per year.
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Investment Analyst – Fund Research (Scotland based), Edinburgh
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Location:
Edinburgh, United Kingdom
Job Category:
Banking
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EU work permit required:
Yes
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Job Reference:
16119_1750837993
Job Views:
9
Posted:
25.06.2025
Expiry Date:
09.08.2025
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Job Description:
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 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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Investment Analyst – Fund Research (Scotland based) employer: Core-Asset Consulting
Contact Detail:
Core-Asset Consulting Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Investment Analyst – Fund Research (Scotland based)
✨Tip Number 1
Network with professionals in the investment sector, especially those who work in fund research or analysis. Attend industry events or webinars to connect with potential colleagues and learn more about the specific skills and experiences that are valued in this role.
✨Tip Number 2
Familiarise yourself with the latest trends in fund management and investment trusts. Subscribe to relevant financial news outlets and follow thought leaders on social media to stay updated on market developments that could impact your research.
✨Tip Number 3
Consider reaching out to current or former employees of the firm to gain insights into their culture and expectations. This can help you tailor your approach and demonstrate your genuine interest in the company during any interviews.
✨Tip Number 4
Brush up on your Excel skills, as strong IT proficiency is essential for this role. Consider taking online courses or tutorials that focus on advanced Excel functions and data analysis techniques to enhance your capabilities.
We think you need these skills to ace Investment Analyst – Fund Research (Scotland based)
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities and requirements of the Investment Analyst position. Familiarise yourself with fund research and selection processes, as well as the specific skills mentioned in the job description.
Tailor Your CV: Customise your CV to highlight relevant experience in fund research and analysis. Emphasise any front office experience, your degree in finance or economics, and any progress towards CFA certification. Use keywords from the job description to align your CV with what the employer is looking for.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the role and the company. Discuss your analytical abilities, attention to detail, and interpersonal skills. Mention specific examples of how you've successfully conducted fund research or worked collaboratively in a team.
Proofread Your Application: Before submitting your application, carefully proofread all documents for spelling and grammatical errors. A polished application reflects your attention to detail, which is crucial for an Investment Analyst role. Consider asking a friend or mentor to review your application as well.
How to prepare for a job interview at Core-Asset Consulting
✨Research the Company and Role
Before your interview, make sure to thoroughly research the financial services firm and understand their investment philosophy. Familiarise yourself with their recent projects and how they approach fund selection, especially in relation to investment trusts.
✨Showcase Your Analytical Skills
As an Investment Analyst, analytical ability is crucial. Be prepared to discuss specific examples of how you've used your analytical skills in previous roles, particularly in fund research or selection. Highlight your attention to detail and any relevant tools you’ve used, like Excel or FactSet.
✨Demonstrate Team Collaboration
This role requires strong co-operative skills as part of a boutique team. Be ready to share experiences where you successfully collaborated with others, showcasing your interpersonal skills and ability to work on your initiative while still being a team player.
✨Prepare for Technical Questions
Expect technical questions related to fund research and investment strategies. Brush up on your knowledge of different types of funds, market trends, and economic indicators. Being well-prepared will help you answer confidently and demonstrate your expertise.
