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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, hybrid work model, and support for CFA studies.
- Other info: Open to all applicants regardless of background; must be eligible to work in the UK.
- Why this job: Be part of a collaborative team making impactful investment decisions in a dynamic environment.
- Qualifications: Degree in finance/economics/maths; front office experience in fund research preferred.
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 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.
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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 more 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, as strong IT proficiency is essential for this role. Consider taking online courses or tutorials focused on financial modelling and data analysis to enhance your capabilities.
✨Tip Number 4
Prepare to discuss your analytical approach during interviews. Be ready to share examples of how you've successfully researched funds or made investment decisions in the past, highlighting your attention to detail and teamwork skills.
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 enthusiasm for the role and the firm. Mention your analytical skills, attention to detail, and any progress towards obtaining your CFA, as these are key attributes they are looking for.
Highlight Technical Skills: Since strong IT skills, especially in Excel and ideally FactSet, are essential, make sure to include specific examples of how you've used these tools in previous roles or projects.
Showcase Teamwork and Initiative: In your application, provide examples of how you've successfully collaborated in a team setting and instances where you've taken the initiative. This will demonstrate your fit for their collaborative boutique team environment.
How to prepare for a job interview at Core-Asset Consulting Ltd
✨Showcase Your Analytical Skills
As an Investment Analyst, you'll need to demonstrate your analytical abilities. Prepare examples of how you've successfully researched funds or made investment decisions in the past. Be ready to discuss your thought process and the tools you used, especially Excel and FactSet.
✨Understand the Role of Investment Trusts
Since the role focuses on investment trusts and collectives, make sure you have a solid understanding of these concepts. Brush up on recent trends and performance metrics in the sector, and be prepared to discuss how they impact fund selection.
✨Highlight Your Teamwork Skills
This position requires collaboration within a boutique team. Think of examples where you've worked effectively in a team setting, showcasing your interpersonal skills and ability to cooperate with others to achieve common goals.
✨Express Your Enthusiasm for CFA Studies
If you're pursuing or planning to pursue the CFA, express your enthusiasm during the interview. Discuss your study progress and how the firm’s support can help you achieve your goals. This shows your commitment to professional development and aligns with the firm's values.