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Job description:

Core-Asset Consulting's client, a global asset management firm, is looking for a Management Information Analyst, to join their office in Edinburgh for a fixed term contract of 12 months.


  • Previous experience working within a management information or data analysis role

  • Previous financial services experience

  • Excellent user technology skills, especially Excel and preferably Salesforce

  • An understanding of relationships and servicing requirements across the sales and client management process

Core responsibilities:

  • To identify, influence and support client development practices to enable team to meets its business objectives in a cost effective and efficient manner

  • Assist with market analysis to help identify opportunities / needs of institutional and consultants

  • Create, filter and analyse target lists of potential clients globally

  • Create, maintain and enhance effective working relationships with all key stakeholders

  • Produce regular reports for management on cross-sales, retention and Client Consultant activities and deliverables

  • Identify and analyse emerging and existing client requirements for data reporting

  • Work with Sales and Consultant Teams to shape and deliver enhanced information to institutional clients and consultant

  • Oversee the development and maintenance of the digital client portal

  • Assist with the implementation of a new client reporting package, ensuring that clients' data requirements are fully captured and delivered

Job reference: 8642

To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.

Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.