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- Tasks: Join a boutique team to research and select third-party funds for diverse client portfolios.
- Company: Core-Asset Consulting is a leading independent financial services firm in Scotland.
- Benefits: Enjoy a competitive salary and a comprehensive benefits package, plus 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: Open to all applicants; must be eligible to work in the UK.
The predicted salary is between 36000 - 60000 £ per year.
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
Core-Asset 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 Ltd
Contact Detail:
Core-Asset Consulting Ltd 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 about the latest trends in fund selection.
✨Tip Number 2
Familiarise yourself with the specific funds and investment trusts that are popular in Scotland. This knowledge will not only help you in interviews but also demonstrate your genuine interest in the role and the local market.
✨Tip Number 3
Brush up on your Excel skills, particularly in areas like data analysis and financial modelling. Being proficient in these tools will set you apart, as they are crucial for the analytical tasks you'll be handling in this role.
✨Tip Number 4
Showcase your enthusiasm for continuous learning, especially regarding the CFA qualification. Expressing your commitment to professional development can make a strong impression on potential employers.
We think you need these skills to ace Investment Analyst - Fund Research (Scotland based)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in fund selection and research. Emphasise any front office roles you've held, particularly those involving investment trusts, as this is crucial for the position.
Craft a Strong Cover Letter: Write a cover letter that showcases your analytical skills and attention to detail. Mention your enthusiasm for the role and how your background in finance or economics aligns with the company's needs.
Highlight Relevant Skills: In your application, clearly outline your IT skills, especially in Excel and any experience with FactSet. Also, mention your CFA status or progress, as this is a key requirement for the role.
Showcase Team Collaboration: Since the role requires good co-operation within a boutique team, include examples of past experiences where you successfully worked in a team setting. This will demonstrate your ability to collaborate effectively.
How to prepare for a job interview at Core-Asset Consulting Ltd
✨Research the Firm and Its Funds
Before your interview, take the time to research the financial services firm and the specific funds they manage. Understand their investment philosophy and recent performance trends. This will not only show your enthusiasm but also help you ask informed questions during the interview.
✨Demonstrate Analytical Skills
As an Investment Analyst, strong analytical skills are crucial. Be prepared to discuss your previous experiences where you successfully analysed data or made investment recommendations. Use specific examples to illustrate your attention to detail and analytical prowess.
✨Showcase Your CFA Ambitions
If you hold a CFA or are working towards it, make sure to highlight this in your interview. Discuss how your studies have equipped you with relevant knowledge and skills for the role. If you're not yet enrolled, express your desire to pursue it and how the firm's support would benefit your career development.
✨Emphasise Team Collaboration
Since the role requires working closely with a boutique team, be ready to share examples of how you've successfully collaborated in past roles. Highlight your interpersonal skills and ability to work on initiatives that require teamwork, as this will resonate well with the firm's culture.
