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Financial Analyst
2 months ago
Core-Asset Consulting Ltd is seeking an experienced Investment Analyst to join their team in Dundee. As an Investment Analyst, you will be responsible for undertaking third-party fund and manager research, supporting various projects, and undertaking ad hoc work as required by the team.
Key Responsibilities:- Conduct in-depth research on investment trusts and funds to provide high-quality recommendations to clients.
- Develop and maintain relationships with key stakeholders, including fund managers and other industry professionals.
- Support the development of investment strategies and asset allocation models.
- Contribute to the creation of marketing materials, including pitch books and client presentations.
- Proven experience in fund selection and research, ideally in the investment trust sector.
- Strong analytical and problem-solving skills, with the ability to interpret complex data and make informed recommendations.
- Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and stakeholders.
- Strong IT skills, particularly Excel and FactSet.
- A highly competitive salary and benefits package.
- The opportunity to work with a dynamic and growing company, with a strong focus on client satisfaction.
- A collaborative and supportive team environment, with opportunities for professional development and growth.
