Job Description:
Core-Asset Consulting is working with a leading investment management firm to recruit a Front Office based Portfolio Risk Analyst to join their team in London.
The successful candidate will focus on portfolio risk monitoring and mandate adherence, combining structured assurance activity with responsiveness to business queries and initiatives.
Essential Skills/Experience:
Degree educated or equivalent professional experience
Experience in an analytical role, ideally within investment management
Experience within a discretionary or advisory environment, with exposure to retail clients
Strong Excel skills
Understanding of FCA conduct and regulatory requirements
Good investment knowledge across asset classes, including equities and fixed income
Ability to interpret portfolio risk and investment data
Strong communication and stakeholder management skills
High attention to detail and a proactive approach
Core Responsibilities:
Support the development and enhancement of portfolio risk monitoring frameworks
Perform regular monitoring activities in line with established plans
Assist in the production of MI and KPIs to assess adherence, performance, and client outcomes
Support the identification, investigation, and resolution of mandate breaches
Contribute to reporting for internal governance forums, including boards and committees
Act as a point of contact for Front Office portfolio risk matters
Collaborate with stakeholders across Front Office, Risk, and Compliance
Support the delivery of portfolio risk training where required
Contribute to initiatives focused on process efficiency, data usage, and automation
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: (16456)
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...
Whether you’re looking to grow your skills through a graduate programme, apprenticeship, or placement, we embrace difference and believe everyone deserves the chance to fulfil their potential. Develop, get training, earn a salary, and make an impact whilst doing work that matters. Join us on one of our early career’s programmes, and you can be part of the teams working on complex projects that are making a difference. Want to build an extraordinary career? Take a look below.
Working as part of a dedicated on-site team you will provide system administration and 1st line support for a complex physical network within Microsoft environment.
Purpose of the Role:
As an Apprentice IT Analyst, you will provide first-line IT support and assist with maintaining systems and services. You’ll gain hands-on experience in troubleshooting, system administration, and supporting IT projects while learning from experienced professionals.
As you progress through the apprenticeship program, you will work toward achieving key responsibilities:
Key Responsibilities:
Provide technical support: Act as the first point of contact for IT queries via phone, email, or support portal
Assist with system administration: Help manage user accounts, O365 mailboxes, and Active Directory tasks
Support IT services and tools: Monitor systems, troubleshoot issues, and maintain applications such as CAFM
Contribute to projects and improvements: Participate in IT initiatives, documentation, and knowledge-sharing activities
As part of your Apprenticeship, you will be enrolled onto an Application Support Lead Apprenticeship Level 4 qualification which normally runs for 15-months plus EPA. You will be fully supported by our partnered college to achieve this qualification by attending online sessions per week, having 1-2-1 advice and support, e-learning materials, and a whole team of experts on hand for advice and technical knowledge at your office. We want to hear from you if you have:
Minimum 2 GCSE’s maths and English are required
The role is particularly suited to those who have already completed a Level 3 apprenticeship, such as Digital Support Technician or IT Support Technician, or have relevant experience in IT support or customer service roles. However, this is not mandatory
Available to join the programme ASAP
High level of motivation and initiative; self-starter
Please note DV clearance check will be required if you are successful in your application
Training:During this apprenticeship, you will follow a fully supported training programme with LearnTech, delivered through combined weekly remote classroom-based training, workplace assessment/training and online learning working towards completing the Level 4 Application Support Lead standard.
The training covers the following core occupational duties: https://www.instituteforapprenticeships.org/apprenticeship-standards/applications-support-lead-v1-0Training Outcome:This is a permanent position. The successful candidate at completion of the apprenticeship will have gained a Level 4 qualification as an Application Support Lead.Employer Description:We are a leading provider of full life-cycle engineering, operations, and decarbonisation solutions, for transport infrastructure and complex facilities. Our purpose is to deliver sustainable infrastructure solutions that enhance life and protect our shared future.
We combine exceptional expertise in Consulting & Design, Advisory & Analytics, Transport Infrastructure and Complex Facilities to design, manage, and maintain clients’ assets throughout their lifetime. Our leading data and analytics capability enable us to create transformative solutions that strengthen resilience and drive sustainable improvements. We embrace difference and support individuals to work in ways that work best for them. We are committed to working sustainably and by working in partnership with the communities we serve, so people and the planet are protected. To find out more take a look at our website.
Join us on OUR Apprenticeship programme and we will invest in you to become the best version of yourself.
Career Development – we will provide you with a clear career path by tailoring a program that’s unique to you.
Support Network – you will be partnered with a dedicated buddy and mentor, as well as a community of peers who share your level, building a strong network that will support you forward every step of the way.
Pension – a generous pension scheme to which we will contribute
Holidays – minimum 24 days holiday, bank holidays and the option to buy additional days.
Social Value – you will get two Social Impact Days each year to volunteer for a charity of your choice and further opportunities to support fundraising initiatives and, where eligible, participate in the Duke of Edinburgh Gold Award.
Choices - our flexible benefits scheme is tailored by you, including buying additional annual leave, cycle2work scheme, charity giving and gym membership. Save with Amey - our online voucher portal gives you access to thousands of discounts from leading retailers to help you save on shopping, days out, or nights in. It includes healthcare, free GP service, dental vouchers.
Working Hours :Monday - Friday, working hours TBCSkills: Communication skills,IT skills,Attention to detail,Organisation skills,Problem solving skills,Administrative skills,Analytical skills,Logical,Team working,Initiative....Read more...
Support deal teams with client onboarding, documentation, and compliance checks
Assist in portfolio management by monitoring client accounts, updating records, and tracking loan performance
Prepare and review financial analyses and lending proposals for corporate clients
Participate in team meetings, contribute to ongoing projects, and help generate business ideas
Rotate across desks to gain exposure to different sectors, including infrastructure and renewables
Engage in market and risk monitoring activities to support decision-making
Help maintain client relationships through regular communication and follow-up tasks
Training:Our specialised BSc (Econ) in Applied Finance programme combines the academic rigour of Queen Mary University of London's academic excellence with the achievement of industry recognised professional qualifications and work experience within partner organisations.
Designed to build diversity in the financial profession, this programme will support you to develop the skills necessary to become a highly competent professional who excels in the financial sector.
With a specially designed curriculum, the programme will take a block teaching approach which is strongly supported with online independent learning activities and workplace learning. In particular, the block-teaching approach for the on-campus teaching enables apprentices to have uninterrupted periods on the trading floor outside of the on-campus periods, which is essential for their understanding of how financial markets operate.
Apprentices will develop deep understanding of:
The structure of the Financial Services industry and in particular the role their part of the sector and organisation plays, the purpose of the function in which they work and how their function relates to the wider business
The relevant Financial Services legal and regulatory framework and ethics, and the purpose behind them
The relevant Financial Services products and services and a broad understanding of the organisation’s policies and procedures
Proficiency in relevant IT skills, and organisation and Financial Services specific software / systems, as required to deliver the role outcomes
The programme follows a block-teaching approach for the on-campus teaching, as this enables apprentices to have uninterrupted periods on the trading floor outside of these periods, which is essential for their understanding of how financial markets operate.
The intensive on-campus sprints are designed to provide in depth coverage of the academic knowledge and skills required, which apprentices will then apply in the workplace between sprints. In this period, learning and teaching will continue through online material and assessments (formative and summative) to keep apprentices engaged with their studies and enable them to learn at their own pace.
The work-based modules enhance these elements by providing important opportunities for students to engage in structured learning activities in the workplace, which will build workplace specific knowledge and skills, develop professional behaviours, and facilitate the implementation of the academic and technical capabilities developed as part of the apprenticeship programme.Training Outcome:Upon successful completion of the Apprenticeship, candidates will have the opportunity to apply for a full-time Analyst position with CIBC.Employer Description:We are a leading and well-diversified North American financial institution committed to creating enduring value for our clients, team, communities and shareholders as we activate our resources to create positive change and contribute to a more secure, equitable and sustainable future.
At CIBC, our people are our greatest asset. You’ll become part of a diverse community that acknowledges everyone’s unique talents, and empowers teams to do what’s right for the client, and to do it well. As part of our team, you will:
• Thrive: Benefit from an open and approachable culture
• Connect: Work in a place where the right technology and infrastructure fosters innovation, collaboration and creativity across our global offices
• Develop: Grow your skills and career through ongoing learning opportunities, individual development planning, and comprehensive product training
• Prosper: Share in our collective success with a competitive salary, incentive pay, employee banking benefits, health benefits program, and employee share purchase planWorking Hours :Shift days (including college day): Monday - Friday
Day Hours: 7
Shifts to be confirmed.Skills: Communication skills,Attention to detail,Organisation skills,Number skills,Team working,Initiative,Highly Motivated....Read more...
Job Description:
Core-Asset Consulting is working with a leading investment management firm to recruit a Front Office based Portfolio Risk Analyst to join their team in Edinburgh.
The successful candidate will focus on portfolio risk monitoring and mandate adherence, combining structured assurance activity with responsiveness to business queries and initiatives.
Essential Skills/Experience:
Degree educated or equivalent professional experience
Experience in an analytical role, ideally within investment management
Experience within a discretionary or advisory environment, with exposure to retail clients
Strong Excel skills
Understanding of FCA conduct and regulatory requirements
Good investment knowledge across asset classes, including equities and fixed income
Ability to interpret portfolio risk and investment data
Strong communication and stakeholder management skills
High attention to detail and a proactive approach
Core Responsibilities:
Support the development and enhancement of portfolio risk monitoring frameworks
Perform regular monitoring activities in line with established plans
Assist in the production of MI and KPIs to assess adherence, performance, and client outcomes
Support the identification, investigation, and resolution of mandate breaches
Contribute to reporting for internal governance forums, including boards and committees
Act as a point of contact for Front Office portfolio risk matters
Collaborate with stakeholders across Front Office, Risk, and Compliance
Support the delivery of portfolio risk training where required
Contribute to initiatives focused on process efficiency, data usage, and automation
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: (16456)
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...
The role of the degree apprentice is to gain a deep understanding of the structure of the Financial Services industry.
You will learn the businesses from the ground up by assisting more experienced colleagues, then progressing to more independent tasks with greater influence and responsibility.
Duties will include:
Trade validation - verifying trade details to ensure accurate booking
Reporting - running daily reports to as part of the daily control process
Reconciliation - reconciling trades between internal and external systems
Responsible for contributing to all project lifecycle activities associated with delivering projects that are driven by re-engineering and simplification of Front to Back processes for Capital Markets products
Training:Our specialised BSc (Econ) in Applied Finance programme combines the academic rigour of Queen Mary University of London's academic excellence with the achievement of industry-recognised professional qualifications and work experience within partner organisations.
Designed to build diversity in the financial profession, this programme will support you to develop the skills necessary to become a highly competent professional who excels in the financial sector.
With a specially designed curriculum, the programme will take a block teaching approach which is strongly supported with online independent learning activities and workplace learning. In particular, the block-teaching approach for the on-campus teaching enables apprentices to have uninterrupted periods on the trading floor outside of the on-campus periods, which is essential for their understanding of how financial markets operate.
Apprentices will develop deep understanding of:
The structure of the Financial Services industry and in particular the role their part of the sector and organisation plays; the purpose of the function in which they work and how their function relates to the wider business
The relevant Financial Services legal and regulatory framework and ethics, and the purpose behind them
The relevant Financial Services products and services and a broad understanding of the organisation’s policies and procedures
Proficiency in relevant IT skills, and organisation and Financial Services specific software/systems, as required to deliver the role outcomes
The programme follows a block-teaching approach for the on-campus teaching, as this enables apprentices to have uninterrupted periods on the trading floor outside of these periods, which is essential for their understanding of how financial markets operate.
The intensive on-campus sprints are designed to provide in depth coverage of the academic knowledge and skills required, which apprentices will then apply in the workplace between sprints. In this period, learning and teaching will continue through online material and assessments (formative and summative) to keep apprentices engaged with their studies and enable them to learn at their own pace.
The work-based modules enhance these elements by providing important opportunities for students to engage in structured learning activities in the workplace, which will build workplace specific knowledge and skills, develop professional behaviours, and facilitate the implementation of the academic and technical capabilities developed as part of the apprenticeship programme.Training Outcome:
Upon successful completion of the Apprenticeship, candidates will have the opportunity to apply for a full-time Analyst position with CIBC
Employer Description:We are a leading and well-diversified North American financial institution committed to creating enduring value for our clients, team, communities and shareholders as we activate our resources to create positive change and contribute to a more secure, equitable and sustainable future.
At CIBC, our people are our greatest asset. You’ll become part of a diverse community that acknowledges everyone’s unique talents, and empowers teams to do what’s right for the client, and to do it well. As part of our team, you will:
• Thrive: Benefit from an open and approachable culture
• Connect: Work in a place where the right technology and infrastructure fosters innovation, collaboration and creativity across our global offices
• Develop: Grow your skills and career through ongoing learning opportunities, individual development planning, and comprehensive product training
• Prosper: Share in our collective success with a competitive salary, incentive pay, employee banking benefits, health benefits program, and employee share purchase planWorking Hours :Monday - Friday, Shifts to be confirmed.Skills: Communication skills,Attention to detail,Organisation skills,Number skills,Team working,Initiative,Highly Motivated....Read more...
