At a Glance
- Tasks: Support oversight and performance of a diverse investment portfolio while managing investee relationships.
- Company: Scottish National Investment Bank, a leader in sustainable investment.
- Benefits: Competitive salary, 30 days leave, hybrid working, and a generous pension scheme.
- Other info: Join a supportive culture that values continuous learning and ethical investment practices.
- Why this job: Make a real impact in the financial ecosystem while developing your career in investment management.
- Qualifications: Degree qualified with experience in investment analysis and financial modelling.
The predicted salary is between 67000 - 78000 £ per year.
Location: Edinburgh or Glasgow (Hybrid working)
The Scottish National Investment Bank is seeking a Senior Associate - Portfolio Management to play a key role in supporting the oversight and performance of the Bank’s growing and diverse investment portfolio. Reporting to the Investment Director - Investment Portfolio Management, this role sits at the core of the Bank’s portfolio activity. You will support the ongoing management of investee relationships, lead elements of due diligence and financial analysis, and contribute high-quality insight and recommendations to senior stakeholders, Investment Committees and the Board. This role is well suited to an experienced investment professional who enjoys combining analytical depth with relationship management and cross-functional collaboration. We welcome applications from candidates who believe they can excel in this role, even if you do not meet every requirement. We value diverse experience and perspectives and encourage applications from all backgrounds.
Key Responsibilities
- Act as a key point of contact for investee companies, supporting effective ongoing relationships.
- Ensure portfolio data is accurate, up to date and reflects performance against the Bank’s original investment case.
- Support timely responses to investee requests, consents and portfolio-related queries.
- Maintain high‑quality records across portfolio systems, including PortF.
- Advanced Due Diligence & Investment Analysis
- Lead due diligence activity for follow‑on investments, particularly complex or high‑value transactions.
- Analyse financial statements, market data and performance metrics to assess risk, value and investment viability.
- Identify and articulate deviations from investment cases, escalating issues where appropriate.
- Develop, maintain and enhance sophisticated financial models for forecasting, valuation and scenario analysis.
- Provide insight on financial performance, risk exposure and potential returns across the portfolio.
- Governance, Reporting & Recommendations
- Draft high‑quality investment and portfolio papers for senior management, Investment Committees and the Board.
- Support recommendations on investment structures, terms and portfolio strategy aligned to the Bank’s objectives.
- Work closely with Risk, Legal and Impact teams to ensure cohesive and robust investment oversight.
- Provide guidance and informal mentoring to Investment Associates and junior colleagues.
- Contribute to continuous improvement of portfolio management processes and ways of working.
- Maintain awareness of market developments and sector trends relevant to the Bank’s investments, particularly within Scotland’s financial ecosystem.
Key Skills and Experience
- Degree qualified; professional qualifications such as CFA are highly desirable.
- Proven experience in investment analysis, financial modelling and due diligence.
- Demonstrated ability to manage projects or discrete components of complex transactions.
- Well‑developed analytical, strategic thinking and problem‑solving capability.
- Excellent written and verbal communication skills, with experience producing senior‑level papers.
- In‑depth understanding of financial markets, particularly sustainable investment and ESG considerations.
- Ability to manage multiple priorities, work under pressure and meet deadlines.
- Commitment to ethical investment practices and collaborative team working.
What We Offer
At the Scottish National Investment Bank, we offer a supportive culture that values your expertise and autonomy, encourages continuous learning, and provides opportunities for meaningful work. The salary range is £67‑78k, depending on experience, with additional benefits including 30 days annual leave plus public holidays, a 12% non‑contributory pension, volunteer days, and more. We operate a hybrid working model and are open to discussing flexible working patterns. If you are eligible under the Disability Confident Scheme or need any adjustments to support your application, please reach out to us. We are committed to providing the support needed for you to participate fully in our recruitment process.
Senior Associate – Portfolio Management employer: The Scottish National Investment Bank
The Scottish National Investment Bank is an exceptional employer, dedicated to fostering a supportive and inclusive work culture that prioritises employee growth and well-being. With a focus on sustainable and equitable growth, we offer meaningful opportunities for professional development, flexible working arrangements, and a comprehensive benefits package, including generous annual leave and a non-contributory pension scheme. Join us in our mission to create lasting impacts for the people of Scotland while being part of a collaborative and innovative team based in the vibrant cities of Edinburgh or Glasgow.
Contact Details:
The Scottish National Investment Bank Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Senior Associate – Portfolio Management
✨Tip Number 1
Network like a pro! Reach out to folks in your industry on LinkedIn or at local events. A friendly chat can open doors that a CV just can't.
✨Tip Number 2
Prepare for interviews by researching the company and its portfolio. Show them you’re not just another candidate; you’re genuinely interested in their mission and how you can contribute.
✨Tip Number 3
Practice your pitch! Be ready to explain how your skills in investment analysis and relationship management make you the perfect fit for the Senior Associate role. Confidence is key!
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets the attention it deserves. Plus, we love seeing candidates who take that extra step.
We think you need these skills to ace Senior Associate – Portfolio Management
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter to highlight how your experience aligns with the key responsibilities of the Senior Associate role. We want to see how you can bring your unique skills to our team!
Showcase Your Analytical Skills:Since this role involves a lot of financial analysis and due diligence, be sure to include specific examples of your analytical work. We love seeing how you've tackled complex problems in the past!
Communicate Clearly:Your written communication skills are crucial for drafting high-quality investment papers. Keep your application clear and concise, demonstrating your ability to convey complex information effectively.
Apply Through Our Website:We encourage you to submit your application through our website. It’s the best way for us to receive your details and ensures you’re considered for this exciting opportunity at the Scottish National Investment Bank!
How to prepare for a job interview at The Scottish National Investment Bank
✨Know Your Portfolio Inside Out
Before the interview, make sure you thoroughly understand the Bank’s investment portfolio. Familiarise yourself with key investments, their performance metrics, and any recent developments. This will help you speak confidently about how you can contribute to managing these relationships effectively.
✨Showcase Your Analytical Skills
Prepare to discuss your experience with financial modelling and due diligence. Bring examples of complex transactions you've worked on and be ready to explain your analytical process. Highlighting your ability to assess risk and value will resonate well with the interviewers.
✨Communicate Clearly and Confidently
Since you'll be drafting high-quality papers for senior management, practice articulating your thoughts clearly. Use concise language and structure your responses logically during the interview. This will demonstrate your written communication skills and your ability to convey complex information effectively.
✨Emphasise Team Collaboration
The role involves working closely with various teams, so be prepared to discuss your experience in collaborative environments. Share examples of how you've successfully worked with cross-functional teams and mentored junior colleagues. This will show that you value teamwork and can contribute to a supportive culture.
