Job Description:
We are working on an exciting opportunity for a fixed income focused Investment Analyst to join a leading Financial Services firm in Edinburgh. Ideally you will have experience of working as an investment analyst with fixed income exposure, fund research experience with exposure to debt/fixed income funds, or you will be a credit analyst looking to move into an investment team.
Essential Skills/Experience
A minimum of 2 years’ experience in an investment analyst, fund analyst, credit analyst, or closely related role.
CFA Level 1 desirable; or waiting to sit Level 1 exam.
Self-starter with strong written and oral communication and analytical skills.
Strong academic record.
Core Responsibilities:
Carry out investment research to support the investment team. The team currently monitors existing assets, their cash flows and their performance, and provide data and analysis to assist investment decision-makers on asset selection.
Carry out research on existing and potential investments (individual assets managed internally as well as externally managed funds).
Examine underlying drivers of future returns for assets, this includes ESG considerations, to be able to make investment recommendations to PMs or Investment Committees and other senior stakeholders.
Stay current on the latest financial trends and regulations.
Benefits:
A 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: 15591
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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A newly created role offering Company pension, Flexible working, Free parking, Holiday Allowance 24 days, plus bank holidays 6 x DIS and the opportunity to further develop your career in a global growing business
This global manufacturer of bespoke machinery are seeking a talented and proven Financial Planning and Analysis (FP&A) Analyst to fill a brand-new role within their Dynamic Finance team paying up to £50,000 based at their offices in Leeds Reporting to the CFO you will be responsible for supporting financial planning, forecasting, budgeting, and performance analysis activities across this growing organisation.
Key Responsibilities of the FP&A Analyst Include:
Working across all areas of the business to develop and maintain financial models for budgeting, forecasting, and long-range planning.
Preparing and analysing monthly, quarterly, and annual financial reports, I tracking variances and trends.
Conducting financial analysis to support strategic initiatives, investment decisions, and business planning processes.
Support the annual budgeting process by coordinating with business units to gather input, analyse data, helping to develop budget models.
Continuously evaluate and enhance financial planning and analysis processes to improve efficiency and effectiveness.
Experience/Qualifications/Skills Required:
Bachelor's degree in Finance, Accounting, Economics, or related field required
Minimum of 5 years of experience in financial planning and analysis, corporate finance, or related roles, preferably in a manufacturing environment.
Advanced proficiency in financial modelling, data analysis, and Excel
Strategic mindset and business acumen, with a focus on driving value and achieving financial objectives.
Detail-oriented with a commitment to accuracy and quality in all deliverables.
Ability to thrive in a fast-paced, dynamic work environment and adapt to changing priorities and deadlines
What’s in it for you:
Basic salary of up to £50,000 DOE
Pension 3% Employer and Employee pay 5%
DIS X 6
Holidays 32 this incudes statutory holidays
Flexible working
Free Parking
Extensive training and personal development opportunities
Job security and personal development within a market-leading global manufacturing organisation.
If interested, please apply now....Read more...
Job Description:
Our client has an exciting new role for an experienced Bids Analyst to join their team on a permanent basis in Edinburgh. This role will work with the wider business and is responsible for the completion of RFPs and DDQs. Fantastic opportunity to join a renowned firm in a varied role.
Essential Skills/Experience:
1-3 years of experience in a related role within an investment firm is desireable.
Evidence of financial and investment understanding and knowledge e.g. understanding of products and strategies, client service experience or investment consultancy.
Degree educated or significant experience within investment industry, or appetite to study.
Strong written English skills and ability to interpret and tailor text appropriately.
Possess the skill and technical knowledge to interpret data and requirements.
Strong project management skills and ability to multi-task.
Excel, Word and PowerPoint - advanced proficiency.
Core Responsibilities:
Assist the team with the accurate and effective production of RFPs, consultant databases and related documents.
Assist with the creation of RFPs and other questionnaires that create a favourable first impression with clients, consultants and prospects.
Assist with responses to questionnaires on all topics related to sustainability.
Have a working knowledge of approach to sustainability to enable effective responses to related questionnaires.
Gather data, collate supporting material, edit text, all within required deadlines.
Communicate effectively with all areas of the firm.
Review data to ensure accuracy.
Assist with the maintenance of master text and in the appropriate and efficient distribution of that text, quarterly.
Ensure that procedures are followed and met in regard to approvals and audit requirements.
Undertake project work as required.
Record related activities on Salesforce
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: 15662
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 new role for an experienced Bids Analyst to join their team on a permanent basis in Edinburgh. This role will work with the wider business and is responsible for the completion of RFPs and DDQs. Fantastic opportunity to join a renowned firm in a varied role.
Essential Skills/Experience:
1-3 years of experience in a related role within an investment firm is desireable.
Evidence of financial and investment understanding and knowledge e.g. understanding of products and strategies, client service experience or investment consultancy.
Degree educated or significant experience within investment industry, or appetite to study.
Strong written English skills and ability to interpret and tailor text appropriately.
Possess the skill and technical knowledge to interpret data and requirements.
Strong project management skills and ability to multi-task.
Excel, Word and PowerPoint - advanced proficiency.
Core Responsibilities:
Assist the team with the accurate and effective production of RFPs, consultant databases and related documents.
Assist with the creation of RFPs and other questionnaires that create a favourable first impression with clients, consultants and prospects.
Assist with responses to questionnaires on all topics related to sustainability.
Have a working knowledge of approach to sustainability to enable effective responses to related questionnaires.
Gather data, collate supporting material, edit text, all within required deadlines.
Communicate effectively with all areas of the firm.
Review data to ensure accuracy.
Assist with the maintenance of master text and in the appropriate and efficient distribution of that text, quarterly.
Ensure that procedures are followed and met in regard to approvals and audit requirements.
Undertake project work as required.
Record related activities on Salesforce
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: 15662
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, one the UK’s leading pensions investment consultancies, is looking for an Administration Consulting Analyst to join their team. The successful candidate will support the delivery and implementation of value-adding pensions administration projects to all of their existing and new clients.
Essential Skills/Experience:
Educated to degree level or has relevant equivalent experience.
APMI or working towards this.
Comprehensive experience working in pensions operations and administration in the UK.
Detailed and up to date knowledge of legislation relating to both DB and DC pension arrangements.
Experience of data cleanse and rectification exercises plus undertaking complex calculations.
Strong analytical skills (essential).
Intermediate or advanced Microsoft Excel skills.
Experience of managing projects to deadlines, high quality standards, scope and cost.
Strong interpersonal and communication skills demonstrated in the ability to engage with clients, colleagues and peers successfully across different functions and levels within the organisation nationally
Able to effectively present and communicate complex findings and make recommendations to scheme trustees and non-technical audiences
Core Responsibilities:
Works closely with pensions administration client teams nationally to analyse requirements, help to determine the scope of a project and assist with its successful delivery, in line with the client’s expectations.
Delivers assigned pensions administration related services and projects to a portfolio of TPA client projects.
Acts as a point of reference on non-standard project cases.
Supports new business activities to acquire new project and bespoke client admin work, as appropriate
Completes all tasks in accordance with project plan timescales.
Committed to continuous improvements in the delivery of work.
Monitors time spent to ensure profitability of assignments.
Adheres and contributes to the professional standards and quality systems of the firm e.g. peer review process, model quality and other best practice notes, advice and practice frameworks.
Adheres to the firm’s Information Security standards, policies and procedures.
Responsible for drafting and reviewing project reports and presenting results and recommendations to colleagues or directly to clients.
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: 15254
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...
Sales Operations AnalystLocation – 3 days at HQ (Wilmslow), 2 days from homeSalary – Competitive
We are the Citation Group. We offer colleagues and clients an opportunity they will not gain at many other businesses. We are interested in growth, investment and service excellence. We have never and will never grow our business by cost-cutting or tying people up in bureaucracy. We don’t do politics – we want people focused upon actions and delivery. We don’t do micro-management – we empower, support and innovate. We are leaders, not empire builders and we love our business.
An exciting new role within The Citation Group, you will be supporting some of our most established business units and help to grow our client base through sales insights, process improvements and alignment between Marketing, Sales and Operations.
The roleYou will partner with our Commercial teams to provide actionable insights throughout the sales funnel. Focus areas will be lead acquisition & allocation, conversion and pipeline trends across our key sectors, channels, and sales teams.You will have one eye on the future, share findings, and provide recommendations. Alongside working with business units to implement CRM & performance improvements that will help scale our sales operation.
You will work closely with our Heads of Sales and assist in setting sales targets, launching incentives and ensuring lead allocation maximises every opportunity and play to our strengths.
There will be opportunity to shape the role, we don’t stand still and we are always looking for new ways to improve performance whether that’s through insights, tech, processes, or fresh ideas.This role will take a holistic view of the sales funnel and work across the Genesis Division to bring actionable insights to the table and help us understand in real time where our successes or weaknesses are so we can take action.
The key deliverables will be:
• Pipeline Trends – By analysing and monitoring sales pipelines to identify trends and patterns, your insights will help sales teams prioritise efforts, allocate resources efficiently, and optimise the pipeline for maximum conversion.• Conversion & Velocity Metrics – You’ll analyse conversion rates and sales velocity metrics to assess the efficiency and effectiveness of the sales process. By understanding conversion metrics, you can help streamline workflows, refine sales strategies, and ultimately drive revenue growth.• Channel / Sector - You'll evaluate sales performance across different channels and sectors to understand where revenue is generated and where opportunities for expansion exist. you can provide strategic insights to optimise sales efforts, identify target markets, and allocate resources effectively to maximize revenue generation.• Opportunity Allocation - By strategically assigning Business Development Managers based on opportunities and sales objectives, you can maximize sales coverage, drive customer acquisition, and support overall revenue growth.• Lead Quality - You’ll evaluate lead quality metrics to assess the effectiveness of lead generation efforts and the alignment between marketing and sales activities.• Tracking Initiatives ROI & Capacity - This involves analysing the cost of various initiatives against the revenue generated to assess their impact on the bottom line. Additionally, you'll provide a capacity overview by analysing sales team performance, workload distribution, and resource utilization to ensure optimal efficiency and productivity.• Customer Journey - You will map and analyse the customer journey from initial contact to post-sale support to identify opportunities for improvement and enhancement.
About youSalesforce, Tableau and Excel are our tools of choice and experience in these areas is preferred. You will help to create dashboards for our sales and management teams to use on a day-to-day basis and work closely with our data teams to automate key operational reports.
· Salesforce or CRM experience· Subscription Service or SAAS background preferred· Sales trends analysis experience required· Experience of working with customer-facing Sales teams· Naturally inquisitive with a continuous improvement mindset
Why us?Working for Citation you will have access to 25 days holiday, plus your birthday off work, gym membership discount, healthcare, childcare vouchers, the opportunity to purchase up to 10 days annual leave, pension contributions and more.
Hit Apply now to forward your CV.....Read more...
Sales Operations AnalystLocation – 3 days at HQ (Wilmslow), 2 days from homeSalary – Competitive
We are the Citation Group. We offer colleagues and clients an opportunity they will not gain at many other businesses. We are interested in growth, investment and service excellence. We have never and will never grow our business by cost-cutting or tying people up in bureaucracy. We don’t do politics – we want people focused upon actions and delivery. We don’t do micro-management – we empower, support and innovate. We are leaders, not empire builders and we love our business.
An exciting new role within The Citation Group, you will be supporting some of our most established business units and help to grow our client base through sales insights, process improvements and alignment between Marketing, Sales and Operations.
The roleYou will partner with our Commercial teams to provide actionable insights throughout the sales funnel. Focus areas will be lead acquisition & allocation, conversion and pipeline trends across our key sectors, channels, and sales teams.You will have one eye on the future, share findings, and provide recommendations. Alongside working with business units to implement CRM & performance improvements that will help scale our sales operation.
You will work closely with our Heads of Sales and assist in setting sales targets, launching incentives and ensuring lead allocation maximises every opportunity and play to our strengths.
There will be opportunity to shape the role, we don’t stand still and we are always looking for new ways to improve performance whether that’s through insights, tech, processes, or fresh ideas.This role will take a holistic view of the sales funnel and work across the Genesis Division to bring actionable insights to the table and help us understand in real time where our successes or weaknesses are so we can take action.
The key deliverables will be:
• Pipeline Trends – By analysing and monitoring sales pipelines to identify trends and patterns, your insights will help sales teams prioritise efforts, allocate resources efficiently, and optimise the pipeline for maximum conversion.• Conversion & Velocity Metrics – You’ll analyse conversion rates and sales velocity metrics to assess the efficiency and effectiveness of the sales process. By understanding conversion metrics, you can help streamline workflows, refine sales strategies, and ultimately drive revenue growth.• Channel / Sector - You'll evaluate sales performance across different channels and sectors to understand where revenue is generated and where opportunities for expansion exist. you can provide strategic insights to optimise sales efforts, identify target markets, and allocate resources effectively to maximize revenue generation.• Opportunity Allocation - By strategically assigning Business Development Managers based on opportunities and sales objectives, you can maximize sales coverage, drive customer acquisition, and support overall revenue growth.• Lead Quality - You’ll evaluate lead quality metrics to assess the effectiveness of lead generation efforts and the alignment between marketing and sales activities.• Tracking Initiatives ROI & Capacity - This involves analysing the cost of various initiatives against the revenue generated to assess their impact on the bottom line. Additionally, you'll provide a capacity overview by analysing sales team performance, workload distribution, and resource utilization to ensure optimal efficiency and productivity.• Customer Journey - You will map and analyse the customer journey from initial contact to post-sale support to identify opportunities for improvement and enhancement.
About youSalesforce, Tableau and Excel are our tools of choice and experience in these areas is preferred. You will help to create dashboards for our sales and management teams to use on a day-to-day basis and work closely with our data teams to automate key operational reports.
· Salesforce or CRM experience· Subscription Service or SAAS background preferred· Sales trends analysis experience required· Experience of working with customer-facing Sales teams· Naturally inquisitive with a continuous improvement mindset
Why us?Working for Citation you will have access to 25 days holiday, plus your birthday off work, gym membership discount, healthcare, childcare vouchers, the opportunity to purchase up to 10 days annual leave, pension contributions and more.
Hit Apply now to forward your CV.....Read more...
Job Description:
A leading Pensions and Investment firm is seeking an Actuarial Analyst to join their team on a permanent basis. This is a great opportunity for someone who enjoys actuarial work and would like to focus on more technical aspects.
You will be responsible for completing actuarial calculations and communicating results to team members and members of the client teams. Typical work might include actuarial valuation calculations, funding updates, transfer values, accounting disclosures, risk transfer calculations and GMP equalisation.
This role can be based in Glasgow, Edinburgh, or London.
Essential Skills/Experience:
Educated to at least a Scottish Higher Grade / A level or equivalent in Math
An understanding of the legislative framework and structure of defined benefit pension schemes
Proven defined benefit actuarial experience. This role would also be an option for actuarial students who might be looking to move away from a consultancy role and focus on more technical aspects.
Support for those sitting the IFoA examinations is available for those who wish to continue sitting these exams.
Good/advance knowledge of Microsoft Excel
An understanding of the legislative framework and structure of defined benefit pension schemes, commensurate with the level of experience in pensions actuarial work
Active team player who can communicate effectively
Keenness to enhance and refine processes where necessary
Accurate and organised
Ability to monitor, prioritise and deliver own workload
Strong written and verbal communication skills
The ability to support and train more junior members of the team
Core Responsibilities:
Perform all necessary data processing, including validation and manipulation at a scheme level. This will involve occasional coding work using in-house data manipulation system.
Calculating and checking individual member liabilities.
Review scheme information, i.e., benefit summary, benefit changes and discuss anomalies with client teams.
Use Firm’s bespoke valuation systems to perform actuarial valuations. Performing individual and scheme level checks on the output.
Work with the other members of the technical team and people in the wider business on ad-hoc projects to improve efficiency and develop processes.
Carrying out self-checks on all work.
Take responsibility for maintaining knowledge on relevant industry changes which impact on day-to-day work.
Take ownership and responsibility of workload and effectively communicate progress with colleagues.
Flexibility to travel to other offices on an occasional basis.
Adhering to the firm’s Information Security standards, policies, and procedures
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: 15534
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...
