An opportunity has arisen for an Investor Relations Analyst to join a well-established investment firm. This role offers excellent benefits and a salary of Up tp £65,000.
As an Investor Relations Analyst, you will support investor relations activities, assisting in global investor communications, reporting, and fundraising efforts. You will collaborate with internal teams serving global blue-chip LP base to enhance investor engagement and manage data-driven insights.
They are ideally looking for someone who enjoys working as an analyst.
You will be responsible for:
? Manage investor queries, correspondence, and inbox coordination.
? Prepare presentations, reports, and briefing materials for investor meetings.
? Assist in organising key investor events, including AGMs, webinars, and advisory sessions.
? Track market trends and competitor insights to support strategic decisions.
? Develop and update marketing and investor-facing materials.
? Support capital-raising efforts, including RFPs, due diligence, and CRM management.
? Oversee data room organisation and document management.
? Conduct investor research and assist in business development initiatives.
? Coordinate roadshows, outreach events, and investor meetings.
What we are looking for:
? Previously worked as Investor Relations Analyst, IR Analyst, Investor Relations Executive, IR Executive, IR Associate, Investor Relations Associate, Investor Relations Coordinator, IR Coordinator, Investor Relations Specialist, IR Manager, Investor Relations Manager, RFP Associate or in a similar role.
? Experience in investor relations, fundraising, finance, or a related field
? Excellent communication and stakeholder management skills with a confident approach.
? High attention to detail and strong organisational abilities.
This is a fantastic opportunity for an Investor Relations Analyst to be part of a forward-thinking investment firm that is shaping the future of sustainable finance.
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An opportunity has arisen for an Investor Relations Analyst to join a well-established investment firm. This role offers excellent benefits and a salary of Up tp £65,000.
As an Investor Relations Analyst, you will support investor relations activities, assisting in global investor communications, reporting, and fundraising efforts. You will collaborate with internal teams serving global blue-chip LP base to enhance investor engagement and manage data-driven insights.
They are ideally looking for someone who enjoys working as an analyst.
You will be responsible for:
* Manage investor queries, correspondence, and inbox coordination.
* Prepare presentations, reports, and briefing materials for investor meetings.
* Assist in organising key investor events, including AGMs, webinars, and advisory sessions.
* Track market trends and competitor insights to support strategic decisions.
* Develop and update marketing and investor-facing materials.
* Support capital-raising efforts, including RFPs, due diligence, and CRM management.
* Oversee data room organisation and document management.
* Conduct investor research and assist in business development initiatives.
* Coordinate roadshows, outreach events, and investor meetings.
What we are looking for:
* Previously worked as Investor Relations Analyst, IR Analyst, Investor Relations Executive, IR Executive, IR Associate, Investor Relations Associate, Investor Relations Coordinator, IR Coordinator, Investor Relations Specialist, IR Manager, Investor Relations Manager, RFP Associate or in a similar role.
* Experience in investor relations, fundraising, finance, or a related field
* Excellent communication and stakeholder management skills with a confident approach.
* High attention to detail and strong organisational abilities.
This is a fantastic opportunity for an Investor Relations Analyst to be part of a forward-thinking investment firm that is shaping the future of sustainable finance.
Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone, or text message. For more information see our Privacy Policy on our website. It is important you are aware of your individual rights and the provisions the company has put in place to protect your data. If you would like further information on the policy or GDPR please contact us.
Additional Resources Ltd is an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.
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Our Investment Advisory team is an area of rapid growth within our company. Providing invaluable services to pensions, trustees, corporate and wealth management clients, we advise on a diverse range of investment-related subjects, including asset allocation, financial risk management and fund manager selection. Your Apprenticeship will give you a great foundation for a successful career in this key part of Isio’s offer to our clients.
Our services are purely advisory - we don’t manage any money for clients or trade in any securities. Working with institutional investors such as pension funds, corporations and other wealth holders (e.g., insurance companies or private wealth clients), we offer a wide range of investment advice in areas where our Investment Apprentices will build their experience.
During your Apprenticeship in Investment consulting at Isio you will get involved in:
Working in a client team to assist in the delivery of client advice, ranging from the appropriate investment strategy to implementation of the chosen strategy
Setting up our asset liability and allocation models to better understand the client’s range of potential future outcomes
Preparing and presenting investment monitoring reports to our clients
Asset class research; evaluating investment cases and current market pricing for asset classes - from traditional equities to alternatives such as direct lending
Researching fund managers and fiduciary managers
Training Outcome:After completing the Level 4 Apprenticeship successfully while performing well at work support will be provided to progress to achieving full qualification a Chartered Financial Analyst.Employer Description:Isio provides full-service pensions consultancy to our 1000+ corporate clients, from actuarial expertise through to investment advice and third-party administration and advising clients on providing the best possible reward and benefits packages for their employees. Isio launched in March 2020 out of KPMG UK’s pensions practice and has grown to over 1000 people working across 10 offices across the UK.Working Hours :Monday to Friday. Shifts to be confirmed.Skills: Number skills,Team working,Confident in communication,Enthusiastic,Self motivated,Time management skills....Read more...
Our Investment Advisory team is an area of rapid growth within our company. Providing invaluable services to pensions, trustees, corporate and wealth management clients, we advise on a diverse range of investment-related subjects, including asset allocation, financial risk management and fund manager selection. Your Apprenticeship will give you a great foundation for a successful career in this key part of Isio’s offer to our clients.
Our services are purely advisory - we don’t manage any money for clients or trade in any securities. Working with institutional investors such as pension funds, corporations and other wealth holders (e.g., insurance companies or private wealth clients), we offer a wide range of investment advice in areas where our Investment Apprentices will build their experience.
During your Apprenticeship in Investment consulting at Isio you will get involved in:
Working in a client team to assist in the delivery of client advice, ranging from the appropriate investment strategy to implementation of the chosen strategy.
Setting up our asset liability and allocation models to better understand the client’s range of potential future outcomes.
Preparing and presenting investment monitoring reports to our clients.
Asset class research; evaluating investment cases and current market pricing for asset classes – from traditional equities to alternatives such as direct lending.
Researching fund managers and fiduciary managers.
Training Outcome:After completing the Level 4 Apprenticeship successfully while performing well at work support will be provided to progress to achieving full qualification a Chartered Financial Analyst.Employer Description:Isio provides full-service pensions consultancy to our 1000+ corporate clients, from actuarial expertise through to investment advice and third-party administration and advising clients on providing the best possible reward and benefits packages for their employees. Isio launched in March 2020 out of KPMG UK’s pensions practice and has grown to over 1000 people working across 10 offices across the UK.Working Hours :Monday to Friday.
Shifts to be confirmed.Skills: Number skills,Confident in communication,Enthusiastic,Self motivated,Time management skills....Read more...
Our Investment Advisory team is an area of rapid growth within our company. Providing invaluable services to pensions, trustees, corporate and wealth management clients, we advise on a diverse range of investment-related subjects, including asset allocation, financial risk management and fund manager selection. Your Apprenticeship will give you a great foundation for a successful career in this key part of Isio’s offer to our clients.
Our services are purely advisory - we don’t manage any money for clients or trade in any securities. Working with institutional investors such as pension funds, corporations and other wealth holders (e.g., insurance companies or private wealth clients), we offer a wide range of investment advice in areas where our Investment Apprentices will build their experience.
During your Apprenticeship in Investment consulting at Isio you will get involved in:
Working in a client team to assist in the delivery of client advice, ranging from the appropriate investment strategy to implementation of the chosen strategy.
Setting up our asset liability and allocation models to better understand the client’s range of potential future outcomes.
Preparing and presenting investment monitoring reports to our clients.
Asset class research; evaluating investment cases and current market pricing for asset classes – from traditional equities to alternatives such as direct lending.
Researching fund managers and fiduciary managers.
Training Outcome:After completing the Level 4 Apprenticeship successfully while performing well at work support will be provided to progress to achieving full qualification a Chartered Financial Analyst.Employer Description:Isio provides full-service pensions consultancy to our 1000+ corporate clients, from actuarial expertise through to investment advice and third-party administration and advising clients on providing the best possible reward and benefits packages for their employees. Isio launched in March 2020 out of KPMG UK’s pensions practice and has grown to over 1000 people working across 10 offices across the UK.Working Hours :Monday to Friday.
Shifts to be confirmed.Skills: Number skills,Confident in communication,Enthusiastic,Self motivated,Time management skills....Read more...
Our Investment Advisory team is an area of rapid growth within our company. Providing invaluable services to pensions, trustees, corporate and wealth management clients, we advise on a diverse range of investment-related subjects, including asset allocation, financial risk management and fund manager selection. Your Apprenticeship will give you a great foundation for a successful career in this key part of Isio’s offer to our clients.
Our services are purely advisory - we don’t manage any money for clients or trade in any securities. Working with institutional investors such as pension funds, corporations and other wealth holders (e.g., insurance companies or private wealth clients), we offer a wide range of investment advice in areas where our Investment Apprentices will build their experience.
During your Apprenticeship in Investment consulting at Isio you will get involved in:
Working in a client team to assist in the delivery of client advice, ranging from the appropriate investment strategy to implementation of the chosen strategy.
Setting up our asset liability and allocation models to better understand the client’s range of potential future outcomes.
Preparing and presenting investment monitoring reports to our clients.
Asset class research; evaluating investment cases and current market pricing for asset classes – from traditional equities to alternatives such as direct lending.
Researching fund managers and fiduciary managers.
Training Outcome:
After completing the Level 4 Apprenticeship successfully while performing well at work support will be provided to progress to achieving full qualification a Chartered Financial Analyst.
Employer Description:Isio provides full-service pensions consultancy to our 1000+ corporate clients, from actuarial expertise through to investment advice and third-party administration and advising clients on providing the best possible reward and benefits packages for their employees. Isio launched in March 2020 out of KPMG UK’s pensions practice and has grown to over 1000 people working across 10 offices across the UK.Working Hours :Monday to Friday. Shifts to be confirmed.Skills: Number skills,Team working,Confident in communication,Enthusiastic,Self motivated,Time management skills....Read more...
Our Investment Advisory team is an area of rapid growth within our company. Providing invaluable services to pensions, trustees, corporate and wealth management clients, we advise on a diverse range of investment-related subjects, including asset allocation, financial risk management and fund manager selection. Your Apprenticeship will give you a great foundation for a successful career in this key part of Isio’s offer to our clients.
Our services are purely advisory - we don’t manage any money for clients or trade in any securities. Working with institutional investors such as pension funds, corporations and other wealth holders (e.g., insurance companies or private wealth clients), we offer a wide range of investment advice in areas where our Investment Apprentices will build their experience.
During your Apprenticeship in Investment consulting at Isio you will get involved in:
Working in a client team to assist in the delivery of client advice, ranging from the appropriate investment strategy to implementation of the chosen strategy.
Setting up our asset liability and allocation models to better understand the client’s range of potential future outcomes.
Preparing and presenting investment monitoring reports to our clients.
Asset class research; evaluating investment cases and current market pricing for asset classes – from traditional equities to alternatives such as direct lending.
Researching fund managers and fiduciary managers.
Training Outcome:
After completing the Level 4 Apprenticeship successfully while performing well at work support will be provided to progress to achieving full qualification a Chartered Financial Analyst.
Employer Description:Isio provides full-service pensions consultancy to our 1000+ corporate clients, from actuarial expertise through to investment advice and third-party administration and advising clients on providing the best possible reward and benefits packages for their employees. Isio launched in March 2020 out of KPMG UK’s pensions practice and has grown to over 1000 people working across 10 offices across the UK.Working Hours :Monday to Friday. Shifts to be confirmed.Skills: Number skills,Team working,Confident in communication,Enthusiastic,Self motivated,Time management skills....Read more...
Harper May is collaborating with a dynamic real estate company that is revolutionising the property sector with its commitment to quality, innovation, and exceptional service. In line with their ambitious growth plans, they are actively seeking a talented Finance Analyst to join their team based in Central London and drive their continued success.About the Company:This real estate leader is known for its forward-thinking approach and a diverse portfolio of high-value properties. With a legacy of excellence and a customer-centric ethos, they have built a reputation for delivering outstanding results and fostering long-term partnerships.About the Role:As a Finance Analyst, you will play a key role in analysing financial data and delivering actionable insights to support strategic decisions. Collaborating across departments, you will help shape budgets, forecasts, and long-term financial plans, contributing directly to the company’s success in an ever-evolving market.Key Responsibilities:
Perform detailed financial analysis, including variance analysis, budgeting, forecasting, and trend evaluation, to support the business's financial performance.Prepare and present financial reports to senior management, translating complex data into clear insights and recommendations.Collaborate with cross-functional teams to develop annual budgets, quarterly forecasts, and strategic financial plans.Analyse market trends, competitor performance, and property sector developments to identify risks and opportunities.Provide ad-hoc financial analysis to support decision-making on investment opportunities and resource allocation.Contribute to the enhancement of financial systems, processes, and controls, ensuring compliance and efficiency.
Preferred Skills:
ACA/ACCA/CIMA Qualification.Experience as a Finance Analyst within the real estate or a similar environment.Advanced proficiency in financial modelling and forecasting tools (e.g., SAP, Oracle, Tableau).Advanced Excel skills.Strong analytical skills with the ability to interpret and present complex financial data.Excellent communication and interpersonal skills.High attention to detail and a commitment to delivering accurate financial reporting.Ability to manage multiple priorities in a fast-paced environment effectively.....Read more...
Job title – Asset Data Analyst
Location – London, N1 (3 days in office) / Remote (2 days from home)
Contract – Temporary, Full-Time
Start Date – Asap
The Role Summary
As an Asset Data Analyst, you will play a critical role in transforming data into actionable insights. You’ll measure the impact of our housing assets, support operational efficiencies, and enhance the experience for our residents. Collaborating closely with internal teams and external partners, you’ll be at the forefront of data-driven decision-making.
Your key duties within the role will include:
Work with Asset Managers and Heads of Service to deliver dynamic asset management solutions.
Develop and maintain business reporting tools using Power BI and other analytics platforms.
Lead data-driven initiatives on energy reduction, carbon tracking, and sustainability efforts.
Prepare insightful reports and dashboards to monitor compliance, disrepairs, voids, and investment performance.
Provide insights on our journey to net zero, making complex data accessible and engaging.
Assist with data submissions for regulatory requirements and funding applications, such as the Social Housing Decarbonisation Fund.
Key requirements
A strong understanding of asset management and data analysis principles.
Advanced skills in Power BI, Excel, and other MS Office tools.
Excellent analytical and communication skills with the ability to present data effectively.
Ability to build relationships with stakeholders at all levels.
Relevant qualification or experience in asset management, data analysis, or a related field.
If you are interested in this position and meet the above criteria, please send your CV now for consideration.
If you require any additional information regarding the position, please call Lewis at Service Care Solutions on 01772 208 966 or send an E-Mail to lewis.hodson@servicecare.org.uk....Read more...
Job Description:
Are you interested in joining a leading fin tech aligned to the transfer agency and investment sector?
Our client, an innovative financial services firm, are seeking an experienced Technical Business Analyst to join their team on a permanent basis.
The successful candidate will have expertise within the wealth, investment or asset servicing field in a Business analyst capacity, across a multitude of programmes and projects. You will collaborate with stakeholders across different departments to collect requirements, assess business processes, and convert them into technical specifications.
Essential Skills/Experience:
Experience as a Business Analyst, with experience in the SDLC
Mandatory experience in financial services or transfer agency.
Experience with project management methodologies (e.g., Agile, Scrum).
Familiarity with database concepts and SQL.
Proficiency in business analysis tools and software (e.g., JIRA, Confluence, MS Visio).
Strong understanding of software development lifecycle (SDLC) and methodologies.
Relevant certifications (e.g., CBAP, PMP) are a plus.
Detail-oriented with strong organizational skills.
Strong communication and interpersonal skills.
Excellent analytical and problem-solving skills.
Ability to work independently and as part of a team.
Core Responsibilities:
Translate business requirements into technical specifications and functional requirements.
Conduct detailed analysis of business processes to identify areas for improvement.
Ensure that solutions are scalable, maintainable, and align with the company's technical architecture.
Assist in the planning and execution of projects, ensuring they are delivered on time and within scope.
Serve as the primary point of contact between business stakeholders and technical teams.
Work with development teams to resolve any issues identified during testing.
Coordinate with cross-functional teams to manage project dependencies and risks.
Track project progress and provide regular updates to stakeholders.
Conduct user acceptance testing (UAT) and gather feedback from end-users.
Facilitate communication and ensure that all parties have a clear understanding of project goals and requirements.
Create detailed documentation, including use cases, process flows, and data models.
Stay up to date with industry trends and emerging technologies that could benefit the organization.
Develop test plans and test cases to validate that solutions meet business requirements.
Conduct regular meetings and presentations to keep stakeholders informed of project status.
Work with development teams to design technical solutions that meet business needs.
Identify opportunities for process improvement and automation.
Collaborate with stakeholders to gather and document business requirements.
Provide recommendations for enhancing existing systems and processes.
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: 16007
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....Read more...
Job Description:
Our client has an exciting opportunity for a Product Analyst to join the team on a permanent basis. You will be responsible for managing fund designs in line with the product governance standards and conduct risk framework.
Skills/Experience:
Experience of investment fund product management, operations or compliance
Experience of working with legal agreements/technical documents
Excellent organisation skills and time management
Strong numeracy skills
Good verbal and written communication skills, including report writing
Proficient in Microsoft Office applications
Core Responsibilities:
Maintain product governance and management standards with oversight by the Product Governance Committee.
Manage new and existing fund designs in line with the product governance standards and conduct risk framework.
Monitor and report on agreed KPIs throughout the year to support Assessment of Value and Consumer Duty reporting.
Manage regulatory applications for new funds and product changes, working with internal and external stakeholders on legal documents and investor communications.
Manage fund regulatory documents, including fund prospectus and Fund factsheets.
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: 15922
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....Read more...
Job Description:
Do you have an interest in business decision support and financial control?
Our client, a reputable Investment Management firm, is seeking a Financial Analyst to join their team in Edinburgh on a permanent basis.
The successful candidate will ensure the timely and accurate completion of reporting and accounting assignments.
Essential Skills/Experience:
Minimum 2:1 degree qualification or equivalent
Part or newly qualified in either ACCA, CIMA, ICAS, ICAEW
Financial services experience is desirable
Proficient in MS Excel, Excel formulae and experience with PowerBI is preferable
Numerical skills
Experience of Oracle and other accounting and reporting systems is desirable
Core Responsibilities:
Preparation of regulatory and other external data submissions for internal review and submission
Contribute to production of month and quarter end analysis of balances for inclusion within Board papers
Day to day operational activities including banking activities
Perform period close activities including but not restricted to journal posting
Running of regular reports for internal team use and provision of data for other departmental use
Monthly liquidity and capital reporting
Review system generated billing and payment batches for accuracy and raise and post correlating accounting journals for the General Ledger
Perform root cause analysis as a means of addressing and eliminating data integrity and quality issues over time
Respond to ad hoc queries and requests for information from external stakeholders including other departments within the business and the parent company
Assist with the production of quarterly climate reporting and provide support
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: 15977
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....Read more...
About the role:
Our clients are implementing a world class planning and reporting platform Vena which includes MS Excel, PowerPoint, CoPilot, SQL. Our consultants will support our clients every step of the way through this implementation process. We love our customers and we are looking for consultants with a sharp approach to making our customers successful.
Why you may be interested:
You will come to work for a small organisation that will be growing significantly over the next few years.
You will make an impact from the very beginning by being part of a small team.
You will work with market leading Enterprise Performance Product (EPM) Vena which harnesses the full suite of Microsoft technologies.
You will be working for an ethical organisation that will support your personal and business wellbeing. We are good people and want to build an ecosystem of likeminded people.
You will be rewarded fairly for the work that you do and the value that you bring to the organisation.
You are looking to working in a environment that harnesses your technology expertise. We want our clients to value your input in modernising their Planning and Reporting processes
You are project oriented and work well collaboratively: You have the initiative and drive to see a project from beginning to end within a small team
You are looking to broaden your skillset: You will build an extensive and relevant skillset in a position that blends business-savviness with technical know-how
You love to solve new problems: You will be working new customers across all industries and solving unique challenges with data using the best technology products available for Planning and Reporting.
What you will do:
Implement the Vena product for our customers, being responsible for configuring the data model, Excel templates and Power BI Dashboards, integrating data from customer systems and setting up automated data workflows.
Actively participate in on-site or virtual workshops and training with customers to elicit business and technical requirements.
Support customers utilising your communication skills to adopt the product and maximize value from their Vena investment.
Work closely with Project Managers day-to-day to deliver projects on time and on budget, proactively communicating issues as needed.
Be a self-starter when learning our product, demonstrate a get-your-hands-dirty approach and ask lots of questions.
Training:
An apprenticeship includes regular training with a college or other training organisation. At least 20% of your working hours will be spent training or studying
Data Analyst level 4 apprenticeship standard
You will also receive full training and support from the Just IT Apprenticeship team to increase your skills
Training Outcome:
Potential for permanent role after completion of apprenticeship for the right candidate.
Employer Description:Candura are a leading partner of Vena. We bring Vena technology and Candura FP&A expertise together to enable organisations to plan better and report faster. We love Vena because we know finance and operations love Excel.
Our mission is to provide the best possible experience for our customers by always sticking to our core values.Working Hours :Monday - Friday (9:00am - 5:30pm). Shifts to be confirmed.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Presentation skills,Administrative skills,Analytical skills,Logical,Team working,Initiative,Patience,Positive attitude,Motivated,Hard-working,Willingness to learn,Excellent time management,Passion for Data....Read more...
Job Description:
Do you have an interest in business decision support and financial control?
Our client, a reputable Investment Management firm, is seeking a Finance Planning Analyst to join their team in Edinburgh on a permanent basis.
The successful candidate will ensure the timely and accurate completion of reporting and accounting assignments.
Essential Skills/Experience:
Minimum 2:1 degree qualification or equivalent
Part or newly qualified in either ACCA, CIMA, ICAS, ICAEW
Financial services experience is desirable
Proficient in MS Excel, Excel formulae and experience with PowerBI is preferable
Numerical skills
Experience of Oracle and other accounting and reporting systems is desirable
Core Responsibilities:
Preparation of regulatory and other external data submissions for internal review and submission
Contribute to production of month and quarter end analysis of balances for inclusion within Board papers
Day to day operational activities including banking activities
Perform period close activities including but not restricted to journal posting
Running of regular reports for internal team use and provision of data for other departmental use
Monthly liquidity and capital reporting
Review system generated billing and payment batches for accuracy and raise and post correlating accounting journals for the General Ledger
Perform root cause analysis as a means of addressing and eliminating data integrity and quality issues over time
Respond to ad hoc queries and requests for information from external stakeholders including other departments within the business and the parent company
Assist with the production of quarterly climate reporting and provide support
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: 15977
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....Read more...
Job Description:
Our client, an esteemed investment management firm, are seeking a Risk & Compliance Monitoring Analyst to join their Edinburgh team on a permanent basis. The successful candidate will play a key role in supporting the Risk & Compliance monitoring program and the role will have significant emphasis on the delivery of the regular monitoring components, market abuse surveillance, client order handling, best execution oversight and conflicts of interest. This is a great opportunity to join a successful firm.
Essential Skills/Experience:
Experience of performing in a monitoring and assurance capacity.
Demonstrable experience of delivering to a high standard in a timely basis.
Experience of building good relationships and positively influencing.
Knowledge of specific regulations, legislation, governance and compliance requirements that impact a role, business area of company as a whole.
Ability to demonstrate sound judgement and adherence to professional standards.
Demonstrates a strong focus on self-improvement and continuous learning by proactively building technical knowledge/skills, supports the strategic objectives of the organisation, finds ways of working in a more effective way.
Clearly & effectively communicates information, ideas, plans, requests and opinions clearly, concisely, and logically, in a manner appropriate for the audience and/ or application through a range of channels including written and oral.
Attends to critical details to ensure the timely delivery of a quality work product.
Demonstrates company values in delivering work with integrity and to high ethical standards.
Recognises the complex interrelationships among business activities and understands the wider implications of decisions.
Core Responsibilities:
The role will have significant emphasis on the delivery of the regular monitoring components, market abuse surveillance, client order handling, best execution oversight and conflicts of interest.
Responsible for ensuring that where issues are identified appropriate mitigating actions are discussed with the Head of Risk & Compliance Monitoring before being recommended to the business and tracked through to completion.
Responsible for the delivery of high quality and timely Risk & Compliance monitoring activities, focusing on compliance with regulation / legislation, control effectiveness and the delivery of fair customer outcomes.
Responsible for assisting in the delivery of the Risk & Compliance Monitoring Plan (‘RCMP’).
Identify personal development areas and work with Head of Risk & Compliance Monitoring to implement appropriate plans, ensuring ongoing development in agreed areas.
Develop positive and professional working relationships within Risk & Compliance, with Internal Audit and across the business.
Be proactive, demonstrate well considered judgements and anticipate emerging risks.
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: 15963
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.
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