One of our clients, a leading UK organisation with offices in Edinburgh, is keen to recruit a funds focused Investment Analyst to join their team on a permanent basis.
This is an excellent opportunity for an analytically minded professional to join a high-performing team and contribute to fund analysis, research, and portfolio monitoring, as well as support investment decision-making. The successful candidate will work closely with senior stakeholders, providing insight and analysis.
Essential Skills / Experience
- Experience in an Investment Analyst, Investment Research, Fund Analysis and/or Research, or similar role.
- Exposure to investment funds, portfolio analysis, manager research, or broader investment markets.
- CFA Charterholder (preferred) or candidate approaching completion of the CFA programme (Level III passed or due to sit shortly).
- Strong MS Excel skills, including financial modelling, analysis, and data manipulation.
- Strong analytical abilities with excellent attention to detail.
- Experience conducting investment, market, or fund analysis and/or research.
- Excellent written and verbal communication skills with the ability to present complex information clearly.
- Strong academic background.
Core Responsibilities
- Conduct research on existing and potential investments, including asset-level and macro analysis.
- Perform due diligence, assessing key drivers of returns and incorporating responsible investment considerations.
- Monitor portfolio performance, cash flows, and underlying investments.
- Produce analysis and investment recommendations for senior stakeholders.
- Ensure accuracy and integrity of investment data.
- Support implementation of investments in line with legal, regulatory, and internal policy requirements.
- Prepare written and verbal reporting for investment committees and stakeholders.
Benefits
- A highly 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: (16470)
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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