Investment Portfolio Analyst

4 days ago


Glasgow, Glasgow City, United Kingdom Evelyn Partners Full time

Are you looking for a challenging role in the financial services industry? We are seeking a talented Technical Specialist to join our Fund Oversight team in Glasgow.

The ideal candidate will have experience mentoring investment portfolios, familiar with investment performance and associated terminology, including risk metrics. They should also have detailed operational knowledge of end-to-end processing within an Asset Servicing, ACD business.

We offer a competitive salary of £60,000 per annum, private medical insurance, life assurance, pension contribution, hybrid working model, generous holiday package, option to purchase additional holiday, shared parental leave, fully funded training towards professional qualifications, cycle to work scheme, season ticket loan, eye care support, and more.

In this role, you will ensure the provisions of the EPFL Assessment of Value policy and EPFL Fund Performance policies are met. You will also engage with the EPFL Relationship Management Team, EPFL Sponsors, and relevant EPFL Committees (Assessment of Value Committee and Investment Committee) and Original Non-Executive Directors ensuring they are conducted professionally and coached in a timely and effective manner.



  • Glasgow, Glasgow City, United Kingdom Quilter Full time

    About QuilterWe are a leading provider of wealth management services to individuals and families.Job OverviewThis is a role for an experienced administrator looking to work in the investment management industry.The RoleYou will assist three Investment Managers and work alongside a very experienced administrator who has been with our company for several...


  • Glasgow, Glasgow City, United Kingdom Workonblockchain Full time

    About the RoleWe are looking for a highly skilled PMO Analyst to join our team at SSE. As a PMO Analyst, you will play a critical role in supporting our business and projects with Enterprise and Group level governance.ResponsibilitiesProvide insights into project and portfolio performanceClosely collaborate with Sector Directors, Project Directors, and...

  • Data Analyst

    1 week ago


    Glasgow, Glasgow City, United Kingdom Scottish Water Full time

    About the RoleWe are seeking a highly skilled Data Analyst to join our Portfolio Management Performance & Insights team at Scottish Water. As a Data Analyst, you will be responsible for providing visibility of the Capital Programme, measuring the delivery teams against targets for time, cost, and carbon intensity.Your primary focus will be on data...


  • Glasgow, Glasgow City, United Kingdom Aviva plc Full time

    Pension and Investment Administrator RoleThis is an exciting opportunity to join our team as a Pension and Investment Administrator, where you will be responsible for processing customer and IFA requests received via various channels. You will work in a controlled environment, ensuring excellent service levels while adhering to regulatory and client...


  • Glasgow, Glasgow City, United Kingdom Scottish Fire and Rescue Service Full time

    The Scottish Fire and Rescue Service is expanding its Portfolio Office to enable significant internal transformation initiatives. As part of this expansion, the Portfolio Office Expansion Program Manager - Senior Business Analyst role has been created.">This senior business analyst position will be focused on critical new software projects using SaaS...

  • Investment Consultant

    1 month ago


    Glasgow, Glasgow City, United Kingdom Hymans Robertson Full time

    Investment Consultant RoleOur Investment DB Business Unit is a key component of our consulting services, helping us establish a strong presence in the UK market. We advise on over £200 billion of assets for our diverse client base, including DB pension trustees and sponsors across various sectors, local government pension schemes (LGPS), and other public...


  • Glasgow, Glasgow City, United Kingdom Scottish Fire and Rescue Service Full time

    Job DescriptionSenior Business Analyst - Portfolio Office Expansion£45,786-£49,000Flexi-time, Flexible Hybrid WorkingScottish Fire & Rescue Service is seeking a Senior Business Analyst to join their Portfolio Office Expansion Program.The successful candidate will be responsible for delivering critical new software projects using SaaS solutions, working...


  • Glasgow, Glasgow City, United Kingdom CV-Library Full time

    Investment Banking Enhanced Due Diligence AnalystAt CV-Library, we are seeking an Investment Banking Enhanced Due Diligence Analyst to join our team. As an Investment Banking Enhanced Due Diligence Analyst, you will play a critical role in shaping the future of banking through day-to-day processing, reviewing, reporting, trading, and issue resolution.To be...


  • Glasgow, Glasgow City, United Kingdom Heat Recruitment Full time

    Investment Director Job OpportunityAbout the Role:You will be responsible for producing quality AUM and covering all aspects of your HNW client's investment needs by building on your own existing and new connections as well as working closely with your colleagues across the business.About You:You will have considerable experience dealing with UK investment...


  • Glasgow, Glasgow City, United Kingdom Evelyn Partners Fund Solutions Limited Full time

    Investment Management Graduate ProgrammeEvelyn Partners Fund Solutions Limited is seeking a highly motivated and ambitious graduate to join our Investment Management team in Glasgow. As an Investment Management Graduate, you will be responsible for assisting Partners and Directors with regular portfolio reviews, undertaking analysis of companies and...


  • Glasgow, Glasgow City, United Kingdom Heat Recruitment Full time

    Heat Recruitment is working with a leading national Wealth Management firm to find an experienced Investment Director based in Central Scotland. The successful candidate will be responsible for growing the firm's presence in the region and developing quality Assets Under Management (AUM) by building on existing connections and collaborating with...


  • Glasgow, Glasgow City, United Kingdom ENGINEERINGUK Full time

    About the RoleAs a Commercial Portfolio Manager at ENGINEERINGUK, you will be responsible for the end-to-end commercial management of a high-volume portfolio of low-value maintenance activities and reactive minor works interventions. You will provide commercial advice, guidance, and recommendations to the delivery project and programme teams, robustly...


  • Glasgow, Glasgow City, United Kingdom Network Rail Full time

    Job Description:As a Commercial Portfolio Manager at Network Rail, you will be responsible for the end-to-end commercial management of high-volume portfolios. Your primary focus will be on managing project costs, mitigating commercial risks, and providing commercial advice to delivery project and programme teams.Key Responsibilities:Ownership of all cost,...


  • Glasgow, Glasgow City, United Kingdom Network Rail Full time

    As a Commercial Portfolio Manager at Network Rail, you will be responsible for the end-to-end commercial management of a high-volume portfolio of low-value, maintenance activity, and reactive minor works interventions.You will provide commercial advice, guidance, and recommendations to the delivery project and programme teams, robustly managing project costs...


  • Glasgow, Glasgow City, United Kingdom City Property (Glasgow) LLP Full time

    The Technical Services Manager plays a pivotal role in the Senior Management Team at City Property (Glasgow) LLP, supporting the Head of Operations in managing the commercial portfolio. This involves delivering innovative investment and rationalisation opportunities, as well as providing professional and technical consultancy services to in-house clients.The...


  • Glasgow, Glasgow City, United Kingdom Maven Capital Partners Full time

    We are seeking an experienced Investment Manager to join our Property Team in Glasgow.Maven Capital Partners is a leading Venture Capital Trust (VCT), Private Equity and Property Fund Manager with a strong presence in the UK property market.As an Investment Manager, you will play a key role in managing our property portfolio, sourcing new investment...


  • Glasgow, Glasgow City, United Kingdom Scottish Fire and Rescue Service Full time

    Job DescriptionAs a Senior Business Analyst, you will play a key role in the expansion of the Portfolio Office at Scottish Fire & Rescue Service. This is an exciting opportunity to drive organisational change and transformation initiatives, working closely with cross-functional teams and stakeholders.Key responsibilities include:Developing and implementing...


  • Glasgow, Glasgow City, United Kingdom CV-Library Full time

    Lead Investment Director - PlaceThe Scottish National Investment Bank is seeking a highly experienced and accomplished Investment Director - Place to spearhead investments aligned with our Place Mission. In this senior role, you'll drive projects across Scotland that contribute to vibrant, sustainable communities, focusing on sectors such as affordable...


  • Glasgow, Glasgow City, United Kingdom Regal Brooke Limited Full time

    **Investment Management Trainee Role at Regal Brooke Limited**We are seeking a highly motivated individual to join our prestigious graduate training programme as an Investment Management Trainee. This is an exceptional opportunity to develop your skills in investment management and gain hands-on experience in the financial industry.As an Investment...


  • Glasgow, Glasgow City, United Kingdom Green Recruitment Company Full time

    Job Title: Renewable Energy Investment ManagerWe are partnering with a leading Renewable Energy Investment Manager to hire a Chartered Accountant with experience in Commerce and Industry, specifically the renewable energy asset management sector.Key Responsibilities:Deliver lender and financial reporting requirements for their portfolioOwn key balance sheet...