Investment Analyst - Fund Research (Scotland based)

Job Description:

Are you interested in being based in one of the most beautiful places in the world? Do you have great fund research experience? 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.

• Front office experience in fund selection/fund research is essential to be qualified for this role - ideally investment trust experience.


• 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.

• 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.

• 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.

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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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