What Jobs are available for Investment Management in Edinburgh?

Showing 6 Investment Management jobs in Edinburgh

Senior Financial Analyst - Investment & Portfolio Management

EH3 9EB Edinburgh, Scotland £55000 Annually WhatJobs Direct

Posted 3 days ago

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Job Description

full-time
Our client is a highly reputable financial services firm seeking a skilled and analytical Senior Financial Analyst to join their investment management division. This is a fully remote position, offering an excellent opportunity for an experienced finance professional to contribute to strategic financial planning and analysis from anywhere in the UK. The successful candidate will be responsible for conducting in-depth financial analysis, developing financial models, supporting investment decisions, and preparing insightful reports for senior management and stakeholders. A strong understanding of financial markets, investment strategies, and accounting principles is essential. This role demands meticulous attention to detail, excellent analytical capabilities, and the ability to communicate complex financial information effectively.

Key Responsibilities:
  • Conduct comprehensive financial analysis of investment opportunities, market trends, and portfolio performance.
  • Develop and maintain complex financial models to support valuation, forecasting, budgeting, and strategic planning processes.
  • Prepare detailed financial reports, presentations, and dashboards for senior management, highlighting key financial metrics, risks, and opportunities.
  • Assist in the evaluation and due diligence of potential investments, including mergers, acquisitions, and capital raising activities.
  • Monitor and analyse portfolio performance against benchmarks and objectives, identifying variances and recommending corrective actions.
  • Provide financial insights and support to investment teams, helping them make informed decisions.
  • Ensure compliance with all relevant financial regulations, accounting standards, and internal policies.
  • Identify and implement process improvements to enhance the efficiency and accuracy of financial reporting and analysis.
  • Collaborate with other departments, including accounting, legal, and operations, to ensure seamless financial operations.
  • Stay current with industry best practices, economic developments, and regulatory changes affecting the financial services sector.
Qualifications and Experience:
  • Bachelor's degree in Finance, Accounting, Economics, or a related quantitative field. A Master's degree or professional qualification (e.g., CFA, ACCA, CIMA) is highly desirable.
  • Minimum of 5 years of progressive experience in financial analysis, investment analysis, or a related role within the financial services industry.
  • Proven experience in financial modeling, forecasting, and valuation techniques.
  • Strong understanding of financial markets, investment instruments, and portfolio management principles.
  • Excellent analytical, critical thinking, and problem-solving skills.
  • Proficiency in financial software, ERP systems, and advanced Excel functions.
  • Exceptional written and verbal communication skills, with the ability to present complex financial data clearly and concisely.
  • Ability to work independently, manage multiple priorities, and meet tight deadlines in a remote setting.
  • High level of attention to detail and accuracy.
  • Proactive and results-oriented approach.
This role is fully remote and candidates are not required to be based in Edinburgh, Scotland, UK .
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Senior Financial Analyst - Investment Strategy

EH1 1EQ Edinburgh, Scotland £75000 Annually WhatJobs Direct

Posted 3 days ago

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Job Description

full-time
Our client, a highly respected institution within the Banking & Finance sector, is seeking a Senior Financial Analyst to join their Investment Strategy team. This fully remote role offers a fantastic opportunity to contribute to critical financial planning and analysis from anywhere in the UK, with an operational base in Edinburgh, Scotland, UK . You will be instrumental in developing and evaluating investment strategies, conducting in-depth financial modelling, and providing actionable insights to support senior leadership decision-making. Your responsibilities will include market research, competitive analysis, financial forecasting, and performance reporting. You will work closely with portfolio managers, economists, and other financial experts to identify investment opportunities, assess risks, and optimise asset allocation. The ideal candidate will possess a strong quantitative and analytical skillset, coupled with a deep understanding of financial markets, investment products, and risk management principles. Excellent financial modelling capabilities, proficiency in data analysis tools, and strong communication skills are essential for translating complex financial data into clear and concise recommendations. This role requires a self-motivated, detail-oriented professional who can work independently, manage multiple priorities, and contribute effectively to a high-performing team. You will play a key role in shaping the future investment direction of the organisation.
Responsibilities:
  • Develop and refine financial models to support investment strategy formulation.
  • Conduct in-depth analysis of financial markets, economic trends, and investment opportunities.
  • Evaluate the performance of existing investment portfolios and recommend adjustments.
  • Prepare comprehensive financial reports, forecasts, and projections for senior management.
  • Conduct due diligence on potential investments and assess associated risks.
  • Collaborate with internal teams to ensure alignment of investment strategies with organisational goals.
  • Monitor regulatory changes and their potential impact on investment strategies.
  • Communicate complex financial information clearly and concisely to diverse audiences.
  • Stay abreast of industry best practices and emerging trends in investment management.
Qualifications:
  • Proven experience as a Financial Analyst, Investment Analyst, or similar role within the finance industry.
  • Strong financial modelling, data analysis, and quantitative skills.
  • In-depth knowledge of financial markets, investment vehicles, and portfolio management.
  • Proficiency in financial analysis software and tools (e.g., Excel, Bloomberg, FactSet).
  • Excellent communication, presentation, and interpersonal skills.
  • Ability to work independently, manage multiple projects, and meet deadlines in a remote setting.
  • CFA charterholder or candidate is highly preferred.
  • Master's degree in Finance, Economics, or a related quantitative field.
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Head of Asset Management, Water

Edinburgh, Scotland AECOM

Posted today

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**Company Description**
**Work with Us. Change the World.**
At AECOM, we're delivering a better world.Whether improving your commute, keeping the lights on, providing access to clean water, or transforming skylines, our work helps people and communities thrive. We are the world's trusted infrastructure consulting firm, partnering with clients to solve the world's most complex challenges and build legacies for future generations.
There has never been a better time to be at AECOM. With accelerating infrastructure investment worldwide, our services are in great demand. We invite you to bring your bold ideas and big dreams and become part of a global team of nearly 50,000 planners, designers, engineers, scientists, digital innovators, program and construction managers and other professionals delivering projects that create a positive and tangible impact around the world.
The Water Business prides itself on developing innovative techniques to improve the delivery, efficiency, and sustainable outcomes of our projects. We provide a broad range of clients with an end-to-end portfolio of water services, spanning clean water, wastewater, drainage, flood risk management, asset management, and digital solutions across all sectors. As an **accredited member of the Institute of Asset Management (IAM)** , we are recognised for our excellence in asset lifecycle planning and strategic delivery, giving clients confidence in our capability to deliver long-term, sustainable value. This is a fantastic opportunity to join a Water team of over **700 professionals** across the UK & Ireland.
We're one global team driven by our common purpose to deliver a better world. Join us.
**Job Description**
**Start here. Grow here.**
Our Water team is seeking a dynamic and strategic Head of Asset Management to lead and grow our established Asset Management services across the UK and Ireland.
As clients increasingly adopt asset management frameworks and analytical approaches (including optimisation, resilience, and systems thinking) to guide the design, operation, and maintenance of water infrastructure, AECOM is committed to being at the forefront of this evolution. By engaging early in our clients' delivery chain, we provide value-driven, whole-life services through our multidisciplinary teams.
This is a pivotal leadership role within our UK & Ireland Water business, responsible for driving growth in service capability, client relationships, team development, and commercial performance. You'll be a key strategic figure, shaping the future of asset management for the water sector and contributing to our global community of asset management practitioners.
_Here's what you'll do:_
**Develop and lead Asset Management strategy** across key service areas, leveraging expertise in condition assessment, rehabilitation, system dynamics, optimisation, data analytics, urban drainage, and water quality.
**Build and maintain trusted client relationships** , serving as a senior point of contact for asset management services.
**Grow a robust pipeline** of asset management work, enabling the development of team capability and capacity in line with business demand.
**Drive strong commercial outcomes** , with a focus on delivering higher-than-average margins and increasing year-on-year revenue.
**Personally deliver strategic advisory services** and provide oversight to project teams as Project Director.
**Champion innovation and digital solutions** , including forming partnerships with software providers and niche consultancies.
**Foster a connected and collaborative asset management team** across multiple locations and disciplines, supporting both client delivery and professional development.
**Leverage synergies with AECOM's wider services** , enabling integration of engineering, environmental, and commercial expertise into client programmes.
**Position AECOM as a thought leader** , enhancing our brand visibility and reputation within the asset management and advisory space.
**Enjoy the Perks.**
At AECOM, you'll enjoy a range of core and personalised benefits designed to support your future and well-being, customised to fit your lifestyle. Take advantage of career development opportunities, our flexible hybrid working model to ensure a work-life balance that suits your lifestyle, technical practice networks, AECOM University, and volunteering days.
If you're passionate about innovation and turning bold ideas into reality, AECOM welcomes you. Join our team, where we don't just construct infrastructure but also uplift communities and enhance lives. Why not give our AECOM Water page on LinkedIn a follow to stay updated on the impactful projects we're working on and see firsthand the difference we're making in the industry!
**Qualifications**
**Ready to push the limits of what's possible?**
_Here's what we're looking for:_
You are an established professional in the regulation, strategic, or tactical asset management space, with a strong profile in the UK and / or Ireland water utility sector. You bring a collaborative mindset and a passion for delivering innovative, sustainable solutions that meet client and societal needs.
+ A recognised track record in strategic or tactical asset management within consulting and/or client organisations.
+ Demonstrated experience in business development and/or technical excellence.
+ A strong appetite for shaping and growing a business area, with the support of a committed leadership team.
+ Proven leadership and collaboration skills, with the ability to unite multidisciplinary teams toward common goals.
+ A history of successful bidding and development of long-term, trusted client relationships.
We celebrate diversity, including neurodiversity, and believe it enriches our team. We welcome applications from all backgrounds and abilities. If you are an applicant with a disability that requires reasonable accommodation to complete the application process, please contact us at At AECOM, we value everyone's unique contributions and perspectives.
If you meet some of the requirements above or have transferable skills you believe would benefit us, we would be delighted to hear from you!
**Additional Information**
Interested in the role or curious about life at AECOM? Follow us on LinkedIn, Facebook, Instagram, and YouTube to explore our AECOM voices, employee stories, latest projects, and much more!
For further information about the role, reach out to the recruiter on LinkedIn - Jay Hewitt.
**About AECOM**
AECOM is the world's trusted infrastructure consulting firm, delivering professional services throughout the project lifecycle - from advisory, planning, design and engineering to program and construction management. On projects spanning transportation, buildings, water, new energy and the environment, our public- and private-sector clients trust us to solve their most complex challenges. Our teams are driven by a common purpose to deliver a better world through our unrivaled technical and digital expertise, a culture of equity, diversity and inclusion, and a commitment to environmental, social and governance priorities. AECOM is a Fortune 500 firm and its Professional Services business had revenue of $14.4 billion in fiscal year 2023. See how we are delivering sustainable legacies for generations to come at aecom.com and @AECOM.
**Freedom to Grow in a World of Opportunity**
You will have the flexibility you need to do your best work with hybrid work options. Whether you're working from an AECOM office, remote location or at a client site, you will be working in a dynamic environment where your integrity, entrepreneurial spirit and pioneering mindset are championed.
You will help us foster a safe and respectful workplace, where we invite everyone to bring their whole selves to work using their unique talents, backgrounds and expertise to create transformational outcomes for our clients.
AECOM provides a wide array of compensation, benefits and well-being programs to meet the diverse needs of our employees and their families. We're the world's trusted global infrastructure firm, and we're in this together - your growth and success are ours too.
Join us, and you'll get all the benefits of being a part of a global, publicly traded firm - access to industry-leading technology and thinking and transformational work with big impact and work flexibility. As an Equal Opportunity Employer, we believe in each person's potential, and we'll help you reach yours.
We are a Disability Confident Employer and will offer an interview to applicants who have a disability or long-term condition, who meet the minimum/essential criteria for the role. Please let us know using this email address if you would like to apply through the Disability Confident Interview Scheme.
All your information will be kept confidential according to EEO guidelines.
**ReqID:** J
**Business Line:** Water
**Business Group:** DCS
**Strategic Business Unit:** Europe & India
**Career Area:** Business Management
**Work Location Model:** Hybrid
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Principal Consultant - Asset Management / Regulatory Advice

Edinburgh, Scotland Stantec

Posted today

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Job Description

**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
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Head of Financial Planning & Analysis

EH1 1AB Edinburgh, Scotland £85000 Annually WhatJobs Direct

Posted 3 days ago

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full-time
Our client, a dynamic and rapidly expanding enterprise, is seeking an accomplished Head of Financial Planning & Analysis (FP&A) to lead their strategic financial operations. This role offers a hybrid work model, combining remote flexibility with essential on-site engagement at our **Edinburgh, Scotland, UK** headquarters. You will be responsible for driving the financial strategy, including budgeting, forecasting, long-range planning, and performance analysis. The ideal candidate will possess a comprehensive understanding of financial modeling, variance analysis, and business performance metrics. Your duties will encompass leading the FP&A team, collaborating closely with senior management and department heads to provide insightful financial guidance, and developing robust reporting mechanisms to support informed decision-making. You will play a crucial role in identifying key financial drivers, assessing business opportunities, and mitigating financial risks. A strong background in corporate finance, coupled with excellent analytical, strategic thinking, and leadership skills, is essential. Experience with ERP systems and advanced financial software is required. This position demands a CIMA, ACCA, or ACA qualification, along with a minimum of 10 years of progressive experience in financial planning and analysis, preferably in a senior management capacity. You will be expected to work from our **Edinburgh** office for approximately 2-3 days per week, with the remaining time available for remote work, offering a balanced approach to your professional life. Our client is dedicated to fostering a high-performance culture and offers significant opportunities for career advancement. Join us in shaping the financial future of our organization.
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Senior Management Accountant - Financial Planning & Analysis

EH1 1AB Edinburgh, Scotland £55000 Annually WhatJobs Direct

Posted 1 day ago

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full-time
Our client, a leading financial services provider based in **Edinburgh, Scotland**, is seeking an accomplished Senior Management Accountant to join their finance department. This role offers a fully remote working arrangement, allowing you to contribute to critical financial planning and analysis functions from anywhere in the UK. You will play a key role in driving financial performance through insightful analysis, robust reporting, and strategic forecasting. This position is ideal for a seasoned professional looking to leverage their expertise in a challenging and rewarding remote environment.

The core responsibilities include developing and managing the budgeting and forecasting processes, preparing monthly management accounts, and analysing variances against budget and prior periods. You will be responsible for providing key financial insights and recommendations to senior management to support strategic decision-making. This involves building complex financial models, evaluating business performance, and identifying areas for cost savings and revenue enhancement. The successful candidate will also be involved in ad-hoc financial projects, business case development, and process improvements within the finance function. Strong Excel skills and experience with financial reporting software are essential.

We are looking for a qualified accountant (e.g., ACCA, CIMA, ACA) with a minimum of 5 years of post-qualification experience in management accounting or financial analysis. Proven experience in financial planning, budgeting, and forecasting is a must. Excellent analytical, problem-solving, and communication skills are crucial, as you will be required to present complex financial information clearly and concisely to non-finance stakeholders in a virtual setting. Experience with ERP systems (e.g., SAP, Oracle) and BI tools (e.g., Power BI, Tableau) would be advantageous. This is an excellent opportunity to take on a pivotal role within a dynamic organization, contribute to strategic financial planning, and grow your career in a flexible, remote capacity. You will be a key advisor, influencing business strategy through your financial expertise.
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