Role requirement
Vacancy type
Permanent
Sector
Private Wealth Management
Specialisim
Portfolio Management / Wealth Management
Location
Edinburgh
Language skills
English
Job reference No.
15477
Salary
Competitive
Data Published
10/10/2023
Closing date
07/11/2023
Job Description:
Our client, a financial services firm in Edinburgh has an opportunity for an Portfolio Analyst to join their team on a permanent basis. The successful candidate will play a key role in the assessment of funds, construction and monitoring of portfolios and producing performance reports.
Essential Skills/Experience:
- Strong knowledge and understanding of asset class including cash, currencies, fixed interest, equities.
- Qualified or working towards IMC or CISI or equivalent.
- Highly numerate, proficient use of MS Office suite especially Excel/VBA.
- Excellent team player, collaborator, and strong communicator.
Core Responsibilities:
- Portfolio analysis - including asset allocation, risk, performance, benchmarking, etc.
- Attending meetings and writing reports across a range of asset classes.
- Assist in managing core multi-asset portfolio.
- Servicing and supporting advisers.
- Participation in lead generation/pitches alongside sales function, as an investment specialist.
- Assisting with the preparation and production of monthly reports.
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: 15477
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
Contact
Originally from Ireland, Rachael has been an integral part of the Core-Asset Consulting team for eight years, bringing 20 years of recruitment experience from London and Edinburgh. With a background in Business Studies and an MA in PR & Communications, Rachael's unique blend of strategic insight and consultative communication adds valuable depth to our team and influences many of our client projects.
Specialising in executive search, financial services, and investment recruitment, Rachael supports clients across the UK and Ireland. She is a strong advocate for diversity, equity, and inclusion, mentoring young people through MCR Pathways and encouraging girls to pursue careers in finance and investment through her work with Future Asset. As Director and part of the senior management team, Rachael's passion for providing a truly consultative service, combined with her deep understanding of the financial services sector, has earned her a reputation as a trusted advisor in recruitment.
We put people before profit, service before sales and ethics above all.
Betsy Williamson Chief Executive Officer