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Dundee, United Kingdom 

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€0.00 - €0.00

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Job Description:

Looking for a new, challenging role within Investment management? Core Asset Consulting’s client a private client investment manager based in Dundee is looking for a numerate, analytical finance professional to join their team. This role requires the successful candidate to assist the investment manager with general investment support tasks whilst also assisting in the research of investments trusts for the 300 individual clients. This is the perfect opportunity for an analytical candidate in an investment operations role who is self-funding their CFA and wanting to make the move into a front office role.

This role sits within a team of four that is solely responsible for all front office investment duties. This position reports directly into the Investment manager. The role will involve assisting on work within the pension fund and being responsible for numerous research tasks surrounding numerous investment trusts for clients within the company. A well-mannered, hardworking individual that is keen to learn and has a passion for investments is exactly what the client is looking for. A hard-working attitude and clear display of the candidates drive to build in their career will be rewarded with the client willing to fund a candidates CFA.


* A strong University degree in the following area Economics, Mathematics or Accounting
* Highly competent in Excel
* Work experience in investment industry, knowledge of financial markets. Preferably Investment Trusts, Alternatives or Multi-asset funds.
* Experience of writing investment reports
* Working experience of Bloomberg or Thomson Reuters and the ability to pull data from these systems
* Strong levels of accuracy and attention to detail
* Analytical nature
* Ability to work independently and manage conflicting priorities
* Strong and evident interest in investments
* Currently studying or completed some sort of Financial qualification I.e IMC, IAD or CFA level 1

Core Responsibilities:

* To assist in a broad range of activities, primarily within investment team, but potentially within the wider company office
* Create monthly and ad hoc reports and analytics to support the investment team I.E the construction of research reports on Investment Trusts within the alternatives markets
* Responsible for pulling data from Bloomberg through Factset
* Responsible for numerous operational task’s as per Investment managers instructions; Including Pricing and Dealing
* Monitor the financial news flow that will affect investments
* Financial modelling and projection
* Drafting and writing reports for fund manager
* Income tracking
* Creation and maintenance of various screens for investment manager
* Performance monitoring of discretionary funds
* Role is not client facing but there must be constant emphasis on exceptional client delivery
* In due course possibly: Work with investment team on collective investment research, Analysing specific companies, industries and markets as per direction by investment managers


* Highly competitive salary
* Full exam support
* Company benefits including private pension and healthcare

Job reference: 10693

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.

Company Info
Core-Asset Consulting
37 Melville Street
Edinburgh, Midlothian, United Kingdom
Phone: 0131 718 4600
Web Site: www.core-asset.co.uk
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