Investment Portfolio Analyst

Eden Scott's client is currently seeking a professional individual to join their Edinburgh office

As a Financial Services Investment Portfolio Analyst, you will be responsible for efficiently performing allocated tasks to a high standard, and working within deadlines. You will manage your workload independently, handling client portfolios with accuracy and attention to detail. This is a fantastic opportunity to be part of a growing team and contribute to the success of our clients.

Main Responsibilities and Duties:

• Maintain accurate information in key systems, including Investments statements, transactions, financials, and accounting records for a portfolio of clients.
• Perform manual entries from client bank/portfolio statements and review automated transactional and data feeds.
• Raise and resolve queries promptly, liaising with team members or clients to ensure timely issue resolution.
• Prepare client-facing reports, such as portfolio information, financial statements, or liquidation accounts.
• Take responsibility for more complex entities and areas within the client portfolio.
• Participate actively in client calls and meetings to discuss ongoing matters and track work against delivery schedules.
• Adhere to core values and expected behaviours in all aspects of your work.
• Perform any other duties as required by management.

Essential Requirements:

• Strong Financial Services experience with a focus on accuracy and attention to detail.
• Sound Knowledge on Financial Services Transactions, Statements, Portfolio Data
• Excellent analytical skills and good numeracy.
• Proficient in IT, particularly with Excel, and a good understanding of financial systems.
• Ability to work independently and manage your own workload effectively.
• A proactive approach to problem-solving and client communication.
• Strong interpersonal skills and the ability to collaborate with team members and clients.

This position may be just one of numerous opportunities we are handling that you could have an interest in pursuing. If you have not been in touch with us before, please call on or drop off a CV to Karen.kerr@edenscott.com and we will make sure that most relevant Consultant gets back to you as soon as possible. Please note that we never send CVs anywhere without your prior consent