Portfolio Management / Wealth Management

Private Wealth Management

Do you have strong experience in Fund Research, Portfolio Construction and Asset Allocation? Are you currently a senior investment analyst or investment / portfolio manager in the UHNWI/HNWI space?

Business Development

Private Wealth Management

Do you have a strong network in the UHNWI / HNWI space? Do you hold the CISI Level 4 (Investment Advice Diploma - IAD) OR Level 6 OR the full Investment Management Certificate (IMC) plus CFA Level 1? If not, are you happy to complete these qualifications?

Office Management

Business Support

Our client, a leading investment firm in Edinburgh, is seeking an experienced Office Manager to join their team on permanent basis. This is a great opportunity to join a well-established company and take on a varied role.

Financial Reporting (UK)

Accounting & Finance

Our client, a leading global asset management firm, is seeking a Financial Controller to support them on a 3-6 month contract whilst they work through their year end process. The role will be based in Edinburgh (hybrid working).

Fund Administration

Investment Operations (Back Office)

We are working with a leading financial services firm in Edinburgh seeking motivated and enthusiastic professionals to join their team as an Investment Operations & KYC Administrator.

Paraplanning

Private Wealth Management

We are working on a fantastic opportunity for a Paraplanner to join at an investment management firm in Edinburgh.

Fund / Investment Accounting

Accounting & Finance

Our client, a leading financial services firm, is seeking a Head of Private Capital Accounting - Director to join the team in Glasgow. You will have extensive experience of private capital accounting and leading teams.

Compliance (Private Wealth)

Private Wealth Management

Our client, a leading UK wealth management and investment firm, is looking for a File Checker with the Level 4 Diploma to join their compliance team.

Fund / Investment Accounting

Accounting & Finance

Our client, a leading financial services firm, is seeking a Head of Private Capital Accounting - Director to join the team in Glasgow. You will have extensive experience of private capital accounting and leading teams.

Resourcing / Recruitment

Business Support

Core-Asset Consulting are growing! We are looking for an ambitious Recruitment Associate to join the team. As an Associate you will play a central role in the Consulting Team.