Investment Analyst
Core-Asset Consulting is working with a leading organisation to recruit an Investment Analyst to join its Real Assets team.
This role offers the opportunity to support a high-performing investment team managing a diversified real assets portfolio. The successful candidate will contribute to research, analysis, and portfolio monitoring, supporting informed investment decision-making within a collaborative environment.Job Description:
Core-Asset Consulting is working with a leading organisation to recruit an Investment Analyst to join its Real Assets team.
This role offers the opportunity to support a high-performing investment team managing a diversified real assets portfolio. The successful candidate will contribute to research, analysis, and portfolio monitoring, supporting informed investment decision-making within a collaborative environment.
Essential Skills/Experience:
Experience in an Investment Analyst or similar roleExposure to real assets desirable, experience with other asset classes will also be considered.
Full CFA qualification essential or due to sit Level III shortly.
Strong analytical and research skills
Excellent written and verbal communication abilities
Proficiency in Microsoft Office, particularly Excel and Word
Strong academic background degree level preferred
Core Responsibilities:
Conduct research on existing and potential investments, including asset-level and macro analysisPerform due diligence, assessing key drivers of returns and incorporating responsible investment considerations
Monitor portfolio performance, cash flows, and underlying investments
Produce analysis and investment recommendations for senior stakeholders
Ensure accuracy and integrity of investment data through collaboration with internal teams and external providers
Support implementation of investments in line with legal, regulatory, and internal policy requirements
Prepare written and verbal reporting for investment committees and stakeholders
Benefits:
A highly competitive salaryWider 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: 16470To 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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