Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Support investment governance and oversight across Managed Portfolio Services in a dynamic team.
- Company: Leading financial services firm in Edinburgh with a collaborative culture.
- Benefits: Up to £45,000 pro rata, hybrid work, and professional development opportunities.
- Why this job: Gain valuable experience in wealth management and make an impact on key growth areas.
- Qualifications: Experience in investment operations or product governance; strong organisational skills required.
- Other info: Opportunity for extension or permanent position with excellent career growth potential.
The predicted salary is between 45000 - 45000 £ per year.
We are supporting a leading financial services firm in Edinburgh on a key hire within their Proposition team, focused on investment governance and oversight across Managed Portfolio Services. This is a strong opportunity for someone with a background in investment operations, platforms, product governance or risk and compliance to step into a broad role with good visibility across the business.
The role will involve working closely with teams across investments, compliance, legal, client service and distribution. You will support oversight of adviser platforms, including due diligence and ongoing governance, ensuring they meet regulatory and contractual requirements. You will also support Consumer Duty obligations through value assessments, reporting and ensuring products are distributed appropriately.
You will be responsible for producing management information, contributing to governance forums and building effective relationships with internal stakeholders and external providers. There is also scope to support wider product governance processes and continuous improvement initiatives.
We are keen to speak with individuals who have experience within wealth management, asset management or wider financial services. Exposure to platforms, Managed Portfolio Services, investment operations or product governance would be beneficial, alongside an understanding of regulatory frameworks such as Consumer Duty.
Strong organisation skills, attention to detail and the ability to work across multiple teams are important for this role. Experience with Excel, reporting tools or qualifications such as IMC or IAQ would be advantageous.
This role offers strong exposure across the business and the opportunity to play a part in a key area of growth, with a genuine chance of extension or moving into a permanent position. If this sounds of interest, please get in touch for a confidential discussion.
Investment Governance Analyst (Wealth Management) employer: Be-Resourcing
Contact Detail:
Be-Resourcing Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Investment Governance Analyst (Wealth Management)
✨Network Like a Pro
Get out there and connect with people in the industry! Attend events, join online forums, or even reach out to folks on LinkedIn. Building relationships can open doors that you didn’t even know existed.
✨Ace the Interview
Prepare for your interviews by researching the company and practising common questions. We recommend using the STAR method to structure your answers – it helps you showcase your skills and experiences effectively!
✨Follow Up
After an interview, don’t forget to send a thank-you email! It shows your appreciation and keeps you fresh in their minds. A little gratitude goes a long way in making a positive impression.
✨Apply Through Our Website
We encourage you to apply directly through our website for the best chance at landing that Investment Governance Analyst role. It streamlines the process and ensures your application gets the attention it deserves!
We think you need these skills to ace Investment Governance Analyst (Wealth Management)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Investment Governance Analyst role. Highlight your experience in investment operations, compliance, or product governance, and don’t forget to mention any relevant qualifications like IMC or IAQ.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for this role. Mention your understanding of regulatory frameworks like Consumer Duty and how your skills can contribute to the team.
Showcase Your Attention to Detail: In a role that requires strong organisation skills and attention to detail, make sure to demonstrate these qualities in your application. Double-check for any typos or errors, and ensure your formatting is consistent.
Apply Through Our Website: We encourage you to apply through our website for the best chance of being noticed. It’s the easiest way for us to keep track of your application and get back to you quickly!
How to prepare for a job interview at Be-Resourcing
✨Know Your Stuff
Make sure you brush up on investment governance and oversight, especially in relation to Managed Portfolio Services. Familiarise yourself with regulatory frameworks like Consumer Duty, as well as the specific products and platforms the company uses.
✨Showcase Your Experience
Be ready to discuss your background in investment operations, compliance, or product governance. Prepare examples of how you've contributed to similar roles, focusing on your attention to detail and organisational skills.
✨Build Relationships
Since this role involves working closely with various teams, think about how you can demonstrate your ability to build effective relationships. Share past experiences where collaboration led to successful outcomes, especially in a financial services context.
✨Prepare Questions
Have a few thoughtful questions ready for your interviewers. This could be about their approach to governance or how they ensure compliance across their platforms. It shows you're engaged and genuinely interested in the role and the company.