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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.
Essential Skills/Experience:
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.
Core Responsibilities:
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.
Benefits:
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.
At Core-Asset, we're committed to protecting and respecting your privacy.
Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure.
We may change this policy from time to time, so please check this policy occasionally to ensure that you're happy with any changes.
By engaging with us (either by applying for a job we're advertising, registering through our website, or getting in touch with our business) you're agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users.
For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
INDPERM ....Read more...
Type: Permanent Location: Edinburgh, Scotland
Start: ASAP
Posted: 2025-07-09 10:16:36
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Business Analyst - Wealth Management - London
(Key skills: Business Analyst, Digital Transformation, Business Process Change, Requirement Gathering, Analysis, Documentation, Stakeholder Management, Quality Assurance, UAT, Agile, Change Management, Financial Services, Wealth Management, Business Analyst)
Our client is a highly respected wealth management firm renowned for delivering tailored investment solutions and financial planning services to institutional clients and high-net-worth individuals.
With a strong legacy of excellence, the company is committed to innovation and is undergoing a major digital transformation to enhance client experiences, streamline operations and future-proof its services in an ever-evolving financial landscape.
As part of this transformation, the firm is expanding its change team to drive strategic initiatives, optimise business processes and implement cutting-edge technology solutions.
As such we are seeking Business Analyst to join their team.
This is an exciting opportunity to be part of a forward-thinking organisation that blends tradition with innovation, offering a dynamic environment where your expertise will make a tangible impact on the future of wealth management.
The ideal Business Analyst candidates will have previous experience within the financial services sector, ideally in wealth management.
Strong expertise in digital transformation and business process change projects is required.
Excellent requirement gathering, process mapping and documentation skills are essential.
Strong stakeholder management abilities, working with both technical and non-technical teams is required as is experience of working within Agile and change management environments.
Knowledge of regulatory and compliance requirements in financial services is desirable.
All Business Analyst positions come with the following benefits:
Flexible working arrangements, including hybrid options.
Private healthcare and life insurance.
Gym membership & wellness programs.
Generous training and development allowance, including certifications and industry conferences.
Company-sponsored social events and networking opportunities.
30 days holiday plus UK Bank Holidays.
This is a fantastic opportunity for a Business Analyst to drive change within a prestigious wealth management firm and work on transformational projects that shape the future of financial services.
Location: London, UK / hybrid working
Salary: £60,000 - £95,000 + Bonus + Pension + Benefits
Applicants must be based in the UK and have the right to work in the UK even though remote working is available.
NOIRUKTECHRECNOIRUKREC ....Read more...
Type: Permanent Location: London, England
Start: ASAP
Duration: Permanent
Salary / Rate: £60000 - £95000 per annum + Bonus + Pension + Benefits
Posted: 2025-07-07 02:01:06
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Job Description:
Are you a Chartered Accountant seeking your next career move? We are working on a fantastic opportunity for a Fund Research, Associate - Alternatives to join the team at a leading global financial services firm.
You will be responsible for performing operational due diligence reviews for investments into hedge funds and other private market funds.
Skills/Experience:
A Chartered Accountant qualification or Chartered Financial Analyst qualification is essential for this role.
Strong working knowledge related to Global Markets or Asset Management space and their financial instruments.
Specific involvement with hedge funds, private equity funds would be desirable.
Experience of auditing or performing due diligence of Asset Managers, Investment Managers or other wealth fund managers.
Highly analytical.
Excellent organisation skills.
Core Responsibilities:
Conduct operational due diligence of external investment / fund managers as part of the company's investment process.
Document due diligence meetings and present findings to the various committees and stakeholders.
Perform regulatory research and reviews of investment & wealth managers.
Analyse underlying manager financial statements.
Conduct research into domestic and international markets to assess regulatory and tax issues involving trading or establishing a local presence in those markets.
Maintain understanding of ongoing developments in the hedge fund and private markets industry, including ESG, regulations, structuring, trends, valuations, etc.
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: 16093
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
At Core-Asset, we're committed to protecting and respecting your privacy.
Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure.
We may change this policy from time to time, so please check this policy occasionally to ensure that you're happy with any changes.
By engaging with us (either by applying for a job we're advertising, registering through our website, or getting in touch with our business) you're agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users.
For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
INDPERM ....Read more...
Type: Permanent Location: London, England
Start: ASAP
Posted: 2025-07-01 11:50:05
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Job Description:
Our client, a leading financial services firm in the UK, is seeking a talented and experienced Business Analyst.
This is an exciting opportunity to join a change and transformation function that plays a critical role in driving strategic improvements across the organisation.
This role is suited to a Business Analyst with experience in regulated financial services environments, particularly within wealth or investment management.
Essential Skills/Experience:
Experience in a Business Analyst role
Experience contributing to business analysis or change communities of practice desirable
Background in wealth management or broader financial services desirable
Strong analytical and problem-solving capabilities
Excellent stakeholder management and communication skills
Skilled in process mapping, documentation, and requirements gathering
Proven experience supporting business change and transformation initiatives
Familiarity with Agile, Scrum and/or Waterfall methodologies
Business analysis certifications (e.g.
BCS, IIBA) desirable.
Core Responsibilities:
Engage with stakeholders across the business to gather, document, and validate business, functional and non-functional requirements
Analyse business processes and systems to identify improvement opportunities
Develop clear documentation including Business Requirements Documents (BRDs), process flows, use cases, and user stories
Support the full project lifecycle - from design and development through to testing, implementation, and post-deployment analysis
Facilitate workshops and meetings to extract information, validate insights, and gain stakeholder buy-in
Apply both Agile and Waterfall methodologies to support a broad portfolio of change initiatives.
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: 16150
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
At Core-Asset, we're committed to protecting and respecting your privacy.
Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure.
We may change this policy from time to time, so please check this policy occasionally to ensure that you're happy with any changes.
By engaging with us (either by applying for a job we're advertising, registering through our website, or getting in touch with our business) you're agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users.
For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
INDPERM
....Read more...
Type: Permanent Location: Newcastle upon Tyne, England
Start: ASAP
Posted: 2025-06-30 11:35:05
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Job Description:
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.
Essential Skills/Experience:
Front office experience in fund selection/fund research - ideally investment trust experience.
Degree in finance/ economics/ maths.
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.
Core Responsibilities:
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.
Benefits:
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.
At Core-Asset, we're committed to protecting and respecting your privacy.
Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure.
We may change this policy from time to time, so please check this policy occasionally to ensure that you're happy with any changes.
By engaging with us (either by applying for a job we're advertising, registering through our website, or getting in touch with our business) you're agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users.
For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
INDPERM ....Read more...
Type: Permanent Location: Edinburgh, Scotland
Start: ASAP
Posted: 2025-06-25 08:53:13
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The Company
Our client is a boutique investment firm with a clear vision: to deliver high-quality strategies that drive exceptional outcomes for investors.
Focused on forming strong alliances with high-calibre managers both locally and globally, they bring unique investment opportunities—spanning global and Asian equities, fixed income, private credit, and alternatives—to the Australian market.
Their success is defined by the strength of their partnerships, the quality of their offerings, and the trusted relationships they build with advisers and institutional clients.
The Opportunity
Are you someone who thrives at the intersection of marketing, data, and technology? We're excited to be partnering with a fast-evolving organisation looking for a Marketing Data & Insights Analyst/Specialist to play a pivotal role in scaling marketing impact and supporting business development, sales, and product functions through data-driven insights.
This is a permanent Sydney-based opportunity for someone passionate about analytics, platforms, and operational efficiency—bringing clarity to complexity and driving smarter business outcomes.
What You'll Be Doing
Creating and maintaining Salesforce reports for stakeholders including BDMs, senior leaders, and board executives
Managing the integrity and integration of marketing data between Salesforce and Mailchimp, including unsubscribe workflows and audience hygiene
Delivering ongoing data analytics and insights across marketing channels—email, website, and social media
Driving daily updates and content refreshes across digital platforms including the corporate website and news/insights portals
Collaborating with external data providers and internal ops teams to ensure completeness and accuracy of adviser and client data
Supporting platform analytics and maintaining rebate databases to support product decision-making
Leading regular performance reporting across digital, media, and email channels to identify trends and opportunities
What We're Looking For
A data and marketing-savvy analyst with a working knowledge of Salesforce and Google Analytics
Experience in the financial services industry (fund or wealth management) would be advantageous
Experience using Wordpress and Mailchimp is an advantage
A natural problem-solver who can think creatively and apply structured approaches to resolving data challenges
Someone comfortable with both autonomy and teamwork—able to take initiative while following direction when needed
Strong Excel skills and familiarity with connectors like XL-Connector and platforms like YouTube, LinkedIn, and Podbean
Why Apply?
Join a dynamic team at the heart of data, marketing, and product
Help shape operational efficiency and drive smarter commercial outcomes through insight
Work across a diverse set of tools and platforms in a role that offers variety and ownership
Be part of an organisation that values proactive thinkers and data-led decision-making
Enjoy flexible working options and a culture that celebrates curiosity and creativity
Whether you are a sports fanatic, shark diver or part-time antique collector, we celebrate your uniqueness.
Parity Consulting works with clients who embrace diverse and inclusive environments and empower their teams to bring their authentic whole self to work.
We encourage people with different beliefs, abilities, backgrounds and life experiences to contact us.
....Read more...
Type: Permanent Location: Sydney CBD, Sydney, Australia
Posted: 2025-06-25 02:57:08
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Job Description:
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.
Essential Skills/Experience:
Front office experience in fund selection/fund research - ideally investment trust experience.
Degree in finance/ economics/ maths.
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.
Core Responsibilities:
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.
Benefits:
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.
At Core-Asset, we're committed to protecting and respecting your privacy.
Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure.
We may change this policy from time to time, so please check this policy occasionally to ensure that you're happy with any changes.
By engaging with us (either by applying for a job we're advertising, registering through our website, or getting in touch with our business) you're agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users.
For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
INDPERM ....Read more...
Type: Permanent Location: Dundee, Scotland
Start: ASAP
Posted: 2025-06-20 12:53:03
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Lead Business Analyst, Credit Risk - Investment Banking - London
(FIS Adaptiv, Murex, Java, Credit Risk Modelling, Machine Learning, Java, Regulatory Compliance, Advanced Analytics)
Our client, a globally renowned investment bank with a commanding presence in financial markets and commodities trading, is seeking a Lead Credit Risk Business Analyst to join their cutting-edge Risk Technology division.
This is a high-impact role offering the chance to shape critical credit risk solutions that underpin the bank's strategic operations.
You'll collaborate with technologists, risk managers, and senior stakeholders to deliver advanced risk models, data-driven analytics, and regulatory-aligned systems.
It's a fantastic opportunity to be at the heart of a fast-moving, innovation-focused environment where your expertise will influence global risk strategy.
Ideal candidates will have deep credit risk domain knowledge and experience leading business analysis initiatives in complex financial environments.
Familiarity with FIS Adaptiv or Murex, Java-based systems, and credit risk modelling is essential.
Exposure to machine learning, regulatory frameworks, and cross-functional stakeholder engagement is highly valued.
Key responsibilities include leading requirements analysis, implementing and enhancing risk models, ensuring regulatory alignment, improving data integrity, and driving process optimisation.
Market-Leading Benefits Package:
Hybrid & flexible working with core hours
Private medical, dental, and optical insurance
10% employer pension contribution (with matching)
Annual bonus + long-term incentive plans
£2,000 annual personal development budget
Unlimited access to global learning platforms & conferences
Gym membership, wellness allowance, and mental health support
Enhanced parental leave and family care support
30 days annual leave + bank holidays + option to buy/sell
Regular team retreats, networking events & volunteering days
Location: London, UK / Hybrid
Salary: £85,000 - £105,000 + Bonus + Exceptional Benefits
Eligibility: UK-based applicants with the right to work in the UK only.
NOIRUKTECHREC
NOIRUKREC ....Read more...
Type: Permanent Location: City of London, England
Start: ASAP
Salary / Rate: £85000 - £105000 per annum + + Bonus + Benefits + Pension
Posted: 2025-06-16 02:02:52
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Lead Business Analyst, Market Risk - Investment Banking - London
(Murex, Market Risk Models, Advanced Analytics, Machine Learning, Regulatory Compliance, Data Integrity, Stakeholder Management)
A global financial markets and commodities bank is seeking a Lead Market Risk Business Analyst to join their dynamic Risk Technology division.
With a unique international footprint and a culture that blends technical excellence with entrepreneurial energy, this is a rare opportunity to play a key role in the evolution of their market risk capabilities.
This high-impact position focuses on delivering scalable market risk solutions across asset classes.
You'll lead business analysis for critical technology initiatives, collaborate with cross-functional teams, drive model and system enhancements, and ensure compliance with global regulatory frameworks.
This is a chance to shape the future of market risk at an organisation committed to innovation, integrity, and impact.
Ideal candidates will have at least 7 years' experience in market risk management with strong business analysis and IT delivery credentials.
Familiarity with Murex, advanced analytics, and regulatory frameworks is essential.
Exposure to machine learning, data governance, and stakeholder engagement across business and IT is highly valued.
Key responsibilities include requirements gathering, market risk model delivery, regulatory compliance oversight, data integrity management, and continuous improvement leadership.
Market-Leading Benefits Package:
Hybrid & flexible working with core hours
Private medical, dental, and optical insurance
10% employer pension contribution (with matching)
Annual bonus + long-term incentive plans
£2,000 annual personal development budget
Unlimited access to global learning platforms & conferences
Gym membership, wellness allowance, and mental health support
Enhanced parental leave and family care support
30 days annual leave + bank holidays + option to buy/sell
Regular team retreats, networking events & volunteering days
Location: London, UK / Hybrid
Salary: £85,000 - £105,000 + Bonus + Exceptional Benefits
Eligibility: UK-based applicants with the right to work in the UK only.
NOIRUKTECHREC
NOIRUKREC ....Read more...
Type: Permanent Location: City of London, England
Start: ASAP
Salary / Rate: £85000 - £105000 per annum + + Bonus + Benefits + Pension
Posted: 2025-06-16 02:02:46
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Job Description:
We have an exciting opportunity for an Audit Analyst, specialising in Insurance, Pensions & Investments (IP&I), to join the team at a leading financial services firm.
In this role you will support the delivery of high-quality audits, applying knowledge of audit methodology to evaluate and test the design and operation of key controls.
This role is based in Edinburgh or Bristol.
Skills/Experience:
Prior audit (internal or external) or risk assurance experience.
Strong track record of delivering risk and control assurance.
Knowledge of insurance, pensions or investments products.
Understanding of direct-to-consumer investment platforms and products is desirable.
Understanding of the investment fund structures is desirable.
Strong communication skills.
Experience of using Agile project management principles to deliver audits is desirable.
Core Responsibilities:
Support control testing and identify areas of concern, articulating the potential challenge.
Support delivery of the audit plan and add valuable insights to the business to support them in achieving the right outcomes for customers.
Develop an understanding of the areas of the business auditing using existing knowledge of the Insurance, Pensions and Investments industry.
Developing and building stakeholder relationships.
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: 16132
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
At Core-Asset, we're committed to protecting and respecting your privacy.
Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure.
We may change this policy from time to time, so please check this policy occasionally to ensure that you're happy with any changes.
By engaging with us (either by applying for a job we're advertising, registering through our website, or getting in touch with our business) you're agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users.
For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
INDPERM ....Read more...
Type: Permanent Location: Bristol, England
Start: ASAP
Posted: 2025-06-13 16:13:40
-
Job Description:
We have an exciting opportunity for an Audit Analyst, specialising in Insurance, Pensions & Investments (IP&I), to join the team at a leading financial services firm.
In this role you will support the delivery of high-quality audits, applying knowledge of audit methodology to evaluate and test the design and operation of key controls.
This role is based in Edinburgh or Bristol.
Skills/Experience:
Prior audit (internal or external) or risk assurance experience.
Strong track record of delivering risk and control assurance.
Knowledge of insurance, pensions or investments products.
Understanding of direct-to-consumer investment platforms and products is desirable.
Understanding of the investment fund structures is desirable.
Strong communication skills.
Experience of using Agile project management principles to deliver audits is desirable.
Core Responsibilities:
Support control testing and identify areas of concern, articulating the potential challenge.
Support delivery of the audit plan and add valuable insights to the business to support them in achieving the right outcomes for customers.
Develop an understanding of the areas of the business auditing using existing knowledge of the Insurance, Pensions and Investments industry.
Developing and building stakeholder relationships.
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: 16132
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
At Core-Asset, we're committed to protecting and respecting your privacy.
Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure.
We may change this policy from time to time, so please check this policy occasionally to ensure that you're happy with any changes.
By engaging with us (either by applying for a job we're advertising, registering through our website, or getting in touch with our business) you're agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users.
For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
INDPERM ....Read more...
Type: Permanent Location: Edinburgh, Scotland
Start: ASAP
Posted: 2025-06-13 16:13:15
-
Do you have strong Fund Research, Portfolio Construction and Asset Allocation experience? Are you currently an investment analyst or investment manager in the Private Client space?
We have a great permanent opportunity available for a VP - Investments / Portfolio Manager to join a private wealth management firm in London.
In this role you will assist the Head of investments in ensuring portfolios are managed in accordance with the risk mandate, objectives and the firm's investment proposition.
For this role, our client is looking for someone with great investment experience, preferably across multiple asset classes (including alternatives and private markets, structured products or real assets) at an established wealth manager or private client / private banking firm coupled with demonstrable experience of performing multi-asset fund research and private client portfolio construction and asset allocation, preferably with significant direct client contact.
Client facing skills are essential in this role, but equally important is technical investment experience in terms of fund research etc.
Ideally it will be someone who manages portfolio directly for clients, not through IFAs.
Ideally this role requires significant progress made in post-degree UK investment qualifications (CII, CISI or CFA routes) or eagerness to complete these.
Benefits:
A highly competitive compensation structure
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: 16001
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
At Core-Asset, we're committed to protecting and respecting your privacy.
Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure.
We may change this policy from time to time, so please check this policy occasionally to ensure that you're happy with any changes.
By engaging with us (either by applying for a job we're advertising, registering through our website, or getting in touch with our business) you're agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users.
For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
INDPERM ....Read more...
Type: Permanent Location: London, England
Start: ASAP
Salary / Rate: Additional benefits
Posted: 2025-06-09 18:41:22
-
Job Description:
Our client, a global asset management firm, is seeking an experienced Client Onboarding Analyst to join their Edinburgh team on a 12-month fixed term contract basis.
Essential Skills/Experience:
Prior experience working within asset management or asset servicing firm.
Experience reviewing investment management agreements, platform agreements, rebate agreements and/or distribution agreements.
Experience in initial and ongoing AML/KYC checks.
First-hand experience of onboarding pooled and/or segregated clients.
Core Responsibilities:
Manage all transition types for mandate clients and pooled fund clients, as well as ensuring smooth exit process when clients terminate their mandate/investment for the firm.
Key point of contact for client on-boarding activity.
Manage the investment management agreement review and amendment process.
Manage the distribution agreement, platform agreement, rebate agreement and terms of business process.
Ensure operational client on-boarding is delivered.
Conducting due diligence on clients to assess potential risk.
Ensure all client-side letters are managed in accordance with established processes.
Reviewing and verifying client identification and documentation.
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: 16108
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
At Core-Asset, we're committed to protecting and respecting your privacy.
Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure.
We may change this policy from time to time, so please check this policy occasionally to ensure that you're happy with any changes.
By engaging with us (either by applying for a job we're advertising, registering through our website, or getting in touch with our business) you're agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users.
For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
INDCAS ....Read more...
Type: Contract Location: Edinburgh, Scotland
Start: ASAP
Posted: 2025-05-29 11:57:04
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Do you have Fund Research experience? Are you currently an investment analyst or investment manager in the Multi-Asset space?
We have a great permanent opportunity available for a VP - Investments to join a private wealth management firm in London.
The ideal candidate will have investment experience, preferably across multiple asset classes at a large established wealth manager or similar institution.
Fund research experience and client facing skills are essential in this role.
You will be passionate about investing with significant progress made in post-degree UK investment qualifications (CII, CISI or CFA routes).
This role is to assist the Head of investments in ensuring portfolios are managed in accordance with the risk mandate, objectives and the firm's investment proposition.
Benefits:
A highly competitive compensation structure
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: 16001
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
At Core-Asset, we're committed to protecting and respecting your privacy.
Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure.
We may change this policy from time to time, so please check this policy occasionally to ensure that you're happy with any changes.
By engaging with us (either by applying for a job we're advertising, registering through our website, or getting in touch with our business) you're agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users.
For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
INDPERM ....Read more...
Type: Permanent Location: London, England
Start: ASAP
Salary / Rate: Additional benefits
Posted: 2025-05-29 09:08:01
