6 Investment Management jobs in Edinburgh

Our client is seeking a highly analytical and results-oriented Senior Investment Analyst to join their prestigious banking and finance division in Edinburgh, Scotland, UK . This critical role involves deep dives into market trends, economic indicators, and company financials to inform strategic investment decisions. You will be responsible for constructing and managing investment portfolios, conducting rigorous due diligence, and providing insightful recommendations to senior management and clients. The ideal candidate will possess a strong quantitative background, a comprehensive understanding of financial markets, and a proven track record of success in investment analysis. This position requires a dedicated individual who thrives in a challenging, fast-paced environment and is committed to upholding the highest ethical standards.

Key Responsibilities:

• Conduct in-depth fundamental analysis of equities, fixed income, and alternative investments.
• Develop and maintain sophisticated financial models for valuation and forecasting.
• Monitor portfolio performance, identify risks, and recommend tactical adjustments.
• Research macroeconomic trends and their impact on various asset classes.
• Prepare detailed investment research reports and client presentations.
• Collaborate with portfolio managers to define investment strategies and objectives.
• Engage in due diligence processes for potential new investments.
• Stay informed about regulatory changes and market developments affecting the financial industry.
• Mentor junior analysts and contribute to the team's knowledge base.

Qualifications:

• Master's degree in Finance, Economics, or a related quantitative field.
• CFA charterholder or progress towards designation highly desirable.
• Minimum of 5 years of experience in investment analysis, portfolio management, or a related finance role.
• Proficiency in financial modeling software and data analytics tools (e.g., Bloomberg, FactSet, Excel VBA).
• Strong understanding of various investment instruments and financial markets.
• Excellent written and verbal communication skills, with the ability to articulate complex financial concepts clearly.
• High level of attention to detail and accuracy.
• Demonstrated ability to work independently and as part of a team.

**We make communities more resilient through smarter asset management.**
Our Asset Management and Regulatory Advice teams, part of the Stantec Advisory Group, have a significant track record of successful delivery of impactful outcomes across the Water, Energy and Infrastructure sectors. Our local and globally connected teams work with our clients to help them drive performance and realise financial and social value from their assets. We do this by applying systems-thinking within a collaborative working environment with our clients' teams and stakeholders. This approach is used to unlock insights into the performance of all their assets, leading to informed and timely decisions that deliver value and promote sustainable outcomes.
Our success in supporting many of the UK's main utility providers and major infrastructure developers, brings continued opportunities for growth across our market sectors and disciplines. As part of our team's overall growth, we are looking to recruit a number Principal Asset Management / Regulatory Advice Consultants into either our London, Reading, Birmingham, Edinburgh, Glasgow or Bristol offices - with hybrid working allowing for a combination of office and home working.
As a Principal Asset Management or Regulatory Advice Consultant, you will develop and deliver innovative system-based Asset Management solutions throughout the entire Asset Lifecycle, and supporting asset management subjects, to enable our clients to solve their most complex problems. You will support our Client Service and Technical Directors with the development, and delivery of programmes, projects and technical outputs.
You will provide technical expertise to projects, guiding and mentoring less experienced team members to deliver high quality outcomes for our clients. Externally you will build relationships with clients and develop opportunities to provide strategic asset management consultancy services. In return you will have the opportunity to progress your career, acquire new skills and professional qualifications and to work with numerous clients located across the UK.
**About You**
You will have experience of working in a senior asset management or regulatory role within primarily the regulated water/energy sectors and have a track record of generating solutions to complex industry problems, either within a consultancy or client-side environment.
You will be able to demonstrate strong knowledge of asset management / regulation policy and strategy and have experience of assessing and managing asset management risks, life-cycle decision-making and developing asset management plans in highly regulated environments.
You will have a track record of developing and maintaining collaborative relationships with internal and external stakeholders and be able to share your experience by developing and mentoring talented individuals within our organisation.
We have the right environment and culture to provide flexibility, support, and work-life balance that you need to succeed. We offer a great benefits package including flexible working arrangements, private medical insurance, a strong pension scheme and a people-oriented company culture. If you are looking for a chance to further develop your career within a highly supporting organisation, delivering exceptional solutions for clients, then we want to hear from you.
**#ukwater**
**About Stantec**
The Stantec community unites more than 34,000 employees working in over 450 locations across 6 continents. We have been working with our clients and communities in the UK for over 150 years. We plan, design, deliver and manage the development and infrastructure needed to support the creation of sustainable, healthy and prosperous communities.
Our teams provide effective and relevant solutions, translating our clients' vision into valued consents, deliverable plans for projects and programmes, and efficient designs for delivery, based on technical excellence and deep market insights. We deal with today's challenges, but also keep a fairer, better tomorrow in sight, looking at how we deliver clean growth, support radical changes in our economy and meet the needs of future communities.
Stantec provides equal employment opportunities to all qualified employees and applicants for future and current employment and prohibit discrimination on the grounds of race, colour, religion, sex, national origin, age, marital status, genetic information, disability, sexual orientation, gender identity or gender expression. We prohibit discrimination in decisions concerning recruitment, hiring, referral, promotion, compensation, fringe benefits, job training, terminations or any other condition of employment. Stantec is in compliance with laws and regulations and ensures equitable opportunities in all aspects of employment.
Building an inspired, inclusive work environment that attracts, supports, and develops world-class talent is a crucial key to our success. If you are excited by this role but worry that your experience doesn't exactly align, we encourage you to apply.
At Stantec we want you to perform your best at every stage of the recruitment process and are committed to ensuring it is accessible to all. If you need any support or require adjustments to be made then please contact we will talk to you about how we can support you.
**ReqID:** 7923

**We make communities more resilient through smarter asset management.**
Our Asset Management and Regulatory Advice teams, part of the Stantec Advisory Group , have a significant track record of successful delivery across the Water and Infrastructure sectors. We support our clients to help them drive performance and realise financial and social value from their assets. We do this by working with clients in a collaborative environment to provide strategic, resilient, sustainable, and innovative solutions to their performance issues. We work with client teams and stakeholders to unlock hidden data and provide insight into the performance of their asset base, helping them to work more effectively and make systems based, informed and timely decisions.
Our continued success in supporting many of the UK's main utility providers and major infrastructure developers, brings significant growth across the group. As a result, we have opportunities for Senior Consultants to join our Asset Management and Regulatory Advice teams. The Senior Consultant roles can be based in any of our 40 offices in major cities UK and Ireland, the benefits of hybrid working allows enhanced work-life balance by a combination of office and home working.
An important part of your role will be to identify wider improvement opportunities for clients to reduce risk and/or improve their effectiveness and efficiency. You will build internal and external relationships to guide and influence client's strategic thinking and raise the profile of our Advisory Services group, with the overall aim of building and growing the Stantec business.
As a Senior Consultant you will work alongside our Asset Management and Regulatory Advice leaders to develop and deliver innovative system-based solutions throughout the entire Asset Lifecycle, and supporting asset management subjects, to enable our clients to solve their most complex problems. You will support our Client Service and Technical Directors with the development, and delivery of programmes, projects and technical outputs.
If you are looking for an opportunity to accelerate your career forward within a highly supportive organisation, delivering exceptional solutions for clients then we want to hear from you.
**About You**
You will have knowledge of the principles of whole life asset management and regulatory concepts; and working experience within a regulated sector - e.g. water, energy or related infrastructure sector.
You will be comfortable working collaboratively to develop asset management strategies that will deliver value for our clients. You will be a strategic/critical thinker and have excellent analytical and
conceptual skills.
This opportunity can be based anywhere in the UK, and we have the right culture and well-being to provide the flexibility, support, and work life balance that you need. We offer a fantastic range of benefits including flexible working arrangements, Private Medical Insurance, a strong pension scheme and a people orientated company culture. Importantly, we offer you the chance to play a key part in our growing Advisory Services Group and the opportunity to take your career to another level.
**#ukwater**
**About Stantec**
The Stantec community unites more than 34,000 employees working in over 450 locations across 6 continents. We have been working with our clients and communities in the UK for over 150 years. We plan, design, deliver and manage the development and infrastructure needed to support the creation of sustainable, healthy and prosperous communities.
Our teams provide effective and relevant solutions, translating our clients' vision into valued consents, deliverable plans for projects and programmes, and efficient designs for delivery, based on technical excellence and deep market insights. We deal with today's challenges, but also keep a fairer, better tomorrow in sight, looking at how we deliver clean growth, support radical changes in our economy and meet the needs of future communities.
Stantec provides equal employment opportunities to all qualified employees and applicants for future and current employment and prohibit discrimination on the grounds of race, colour, religion, sex, national origin, age, marital status, genetic information, disability, sexual orientation, gender identity or gender expression. We prohibit discrimination in decisions concerning recruitment, hiring, referral, promotion, compensation, fringe benefits, job training, terminations or any other condition of employment. Stantec is in compliance with laws and regulations and ensures equitable opportunities in all aspects of employment.
Building an inspired, inclusive work environment that attracts, supports, and develops world-class talent is a crucial key to our success. If you are excited by this role but worry that your experience doesn't exactly align, we encourage you to apply.
At Stantec we want you to perform your best at every stage of the recruitment process and are committed to ensuring it is accessible to all. If you need any support or require adjustments to be made then please contact we will talk to you about how we can support you.
**ReqID:** 7990

Our client, a reputable organization experiencing significant growth, is seeking a highly analytical and detail-oriented Senior Management Accountant to join their finance department. This is a fully remote position, offering the flexibility to work from your home base while contributing to critical financial operations. You will play a key role in financial planning, analysis, budgeting, forecasting, and providing essential insights to support strategic decision-making. This role is vital for ensuring the financial health and strategic direction of the company.

Responsibilities:

• Lead the preparation of monthly, quarterly, and annual financial reports, including management accounts, variance analysis, and commentary.
• Develop and manage the budgeting and forecasting processes, working closely with department heads to ensure accuracy and alignment with strategic goals.
• Perform in-depth financial analysis to identify key performance indicators (KPIs), trends, and business drivers.
• Provide insightful financial recommendations to senior management to support informed business decisions.
• Develop and maintain financial models to support strategic initiatives, investment appraisals, and scenario planning.
• Assist in the preparation of board materials and presentations.
• Identify opportunities for process improvements within the finance function and implement best practices.
• Ensure the integrity and accuracy of financial data and systems.
• Support internal and external audits by providing necessary documentation and explanations.
• Stay abreast of changes in accounting standards and relevant regulations.
• Mentor and guide junior members of the finance team.

Qualifications:

• Qualified Accountant (ACCA, CIMA, ACA, or equivalent) with significant post-qualification experience.
• Proven experience in management accounting, financial planning & analysis (FP&A), budgeting, and forecasting.
• Strong understanding of financial modelling and data analysis techniques.
• Proficiency in accounting software (e.g., SAP, Oracle, QuickBooks) and advanced Excel skills (pivot tables, VLOOKUPs, macros).
• Excellent analytical, problem-solving, and critical thinking abilities.
• Strong communication and interpersonal skills, with the ability to present complex financial information clearly to non-financial stakeholders.
• Ability to work independently, manage multiple priorities, and meet tight deadlines in a remote environment.
• Proactive approach to identifying financial risks and opportunities.
• Experience in a remote-first or hybrid working environment is highly desirable.
• A commitment to continuous professional development.

This is an excellent opportunity for a seasoned finance professional to make a substantial impact in a dynamic and growing company. If you are seeking a challenging and rewarding remote role where you can leverage your financial expertise, we encourage you to apply.

Our client, a rapidly growing fintech startup, is looking for a highly analytical and strategic Head of Financial Planning & Analysis (FP&A) to lead their finance function. This role is fully remote, allowing you to work from any location within the UK. You will be instrumental in driving financial strategy, providing critical insights, and building robust forecasting and budgeting processes to support the company's aggressive expansion plans.

Key Responsibilities:

• Oversee and manage the entire FP&A cycle, including annual budgeting, quarterly forecasting, and long-range planning.
• Develop sophisticated financial models to support strategic decision-making, scenario analysis, and investment appraisal.
• Provide detailed variance analysis and insights into financial performance against budget and forecast.
• Collaborate with department heads to understand business drivers and build accurate operational forecasts.
• Prepare comprehensive financial reports and presentations for the executive leadership team and board of directors.
• Identify key performance indicators (KPIs) and develop dashboards to monitor business health and progress towards strategic goals.
• Drive continuous improvement in financial processes, systems, and reporting tools.
• Lead and mentor a team of finance professionals, fostering a culture of accuracy, collaboration, and continuous learning.
• Assist in fundraising activities by preparing financial projections and investor materials.
• Ensure compliance with financial regulations and reporting standards.

Qualifications:

• Recognised accounting qualification (e.g., ACA, ACCA, CIMA) or equivalent experience.
• Significant experience in FP&A roles, with a proven track record of leading financial planning processes in a growth-oriented company.
• Advanced proficiency in Excel and financial modelling techniques.
• Experience with financial planning software (e.g., Anaplan, Oracle Hyperion, Workday Adaptive Planning) is highly desirable.
• Strong understanding of accounting principles and financial reporting standards.
• Excellent analytical, problem-solving, and critical thinking skills.
• Exceptional communication and presentation skills, with the ability to convey complex financial information clearly and concisely.
• Experience in a remote-first environment is essential.
• Ability to work autonomously and manage deadlines effectively in a dynamic setting.

This is a fantastic opportunity to shape the financial future of an exciting company from anywhere in the UK, contributing directly to its success in the fast-paced fintech sector. If you are a driven finance leader ready for a remote challenge, we encourage you to apply.