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Investment Analyst
Job in
Dundee, Dundee City Area, DD1, Scotland, UK
Listed on 2026-02-16
Listing for:
Utmost International
Full Time
position Listed on 2026-02-16
Job specializations:
-
Finance & Banking
Financial Analyst, Financial Consultant
Job Description & How to Apply Below
- Delivery of month end, quarter and year end investment reporting.
- Provide analysis of investment portfolios.
- Production of quality Management Information.
- Responsible for delivery of periodic reports to internal control/ governance forums.
- Supporting investment governance meetings and liaison with third parties where required.
- Supporting ongoing projects.
- Support the wider investment team and CIO as required.
- Comply with the FCA’s conduct (and senior conduct) and Consumer Duty rules and the PRA’s conduct (and senior manager conduct) standards as set out
- Notify the regulator(s) of matters reasonably expected to be notified.
- Delivery of month end, quarter and year end investment reporting.
- Provide analysis of investment portfolios.
- Production of quality Management Information.
- Responsible for delivery of periodic reports to internal control/ governance forums.
- Supporting investment governance meetings and liaison with third parties where required.
- Supporting ongoing projects.
- Support the wider investment team and CIO as required.
- Comply with the FCA’s conduct (and senior conduct) and Consumer Duty rules and the PRA’s conduct (and senior manager conduct) standards as set out
- Notify the regulator(s) of matters reasonably expected to be notified.
- Numerate and accurate with a keen eye for detail.
- Ability to work with data sets, perform analyst and produce MI.
- Good communication skills, both verbal and written, as well as problem solving skills.
- Clear desire to develop and involve your technical knowledge and hands on investment and reporting exposure.
- Team player, with highly flexible approach to work especially during reporting periods.
- Ability to organise and prioritise workloads.
- Accurately plan and produce work and report progress against agreed schedules and tolerances to stakeholders.
- Expectation to be able to work independently as well as playing a key role within the team.
- Ability to work under pressure and produce results within tight timescales.
- Advanced working knowledge of Microsoft Office, especially Excel.
- Knowledge of financial assets, instruments (e.g. equities, bonds, futures, fund structures etc.) and investment theories.
- Previous experience within investments, actuarial or accounting in an analytical role.
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