Job Description
Core-Asset Consulting is working with a leading wealth management firm to recruit an Investment Governance Analyst on a 6-month fixed‑term contract in Edinburgh.
This role sits within a proposition function and focuses on supporting the oversight and governance of Managed Portfolio Service (MPS) products. You will play a key role in ensuring products meet regulatory requirements and internal standards, with a particular emphasis on Consumer Duty.
Essential Skills / Experience
- Experience or knowledge of adviser platforms, MPS structures or product oversight
- Understanding of financial services regulatory requirements, including Consumer Duty
- Experience supporting governance processes and controls
- Knowledge of Power BI is advantageous
- Relevant investment qualification (e.g. IMC or IAQ) preferred
Core Responsibilities
- Support oversight of adviser platforms, including due diligence and ongoing monitoring
- Ensure platforms meet contractual and regulatory obligations
- Assist in governance across MPS products, working with investment, dealing and business development teams
- Contribute to regular reviews with external providers to enhance service delivery and reporting
- Support Consumer Duty requirements, including value assessments, governance reporting and target market reviews
- Ensure appropriate governance processes are followed for product changes and launches
- Work closely with compliance and legal teams to monitor regulatory developments
- Support the development and implementation of oversight processes and controls
- Build and maintain effective relationships with internal stakeholders and external providers
Benefits
- A highly competitive salary
- Wider benefits package
Equal Opportunities Statement
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: (16420)
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
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