Flexible working
Career development
Latest technology

Investment Data Specialist

Salary Competitive
Location Glasgow, Edinburgh
Mergefield Title {Mergefield Value}
Mergefield Title {Mergefield Value}

This is a Permanent, Full Time vacancy that will close in {x} days at {xx:xx} BST.

Our Investment DB Business Unit works with trustees of Defined Benefit (DB) pension schemes, to offer expert investment advice. We currently have an exciting opportunity to join this Business Unit as an Investment Data Specialist.  
 
What will your role look like? 
As our Investment Data Specialist, you will join a growing, multi-disciplinary team, and will support them to deliver key investment data and reporting services for our firm, and to make improvements to these where required. 
 
Though this is a varied role, your key tasks will include:  

  • Performing data entry quickly and accurately through maintenance of internal spreadsheets and databases – updating and maintaining data on investment markets, managers, and client information 

  • Working closely with client-facing team members to deliver a variety of client reports 

  • Sourcing and formatting data, and then presenting or communicating the key findings from this to internal stakeholders, working with programmes such as MS Excel to do so 

  • Supporting with the development and implementation of new data and reporting products, along with developing training material and other ad hoc support requests  
     

To enjoy and succeed in this role, you will:  

  • Have had previous experience of working with and analysing large sets of data and numbers 

  • Be a strong communicator, who enjoys working with others 

  • Possess strong attention to detail, as well as excellent organisational and task prioritisation skills 

  • Be self-motivated and resilient, with the ability to use your initiative to complete tasks  

  • Have experience of working with Microsoft 365 software, in particular the use of Excel, Word and PowerPoint (or similar programmes)  

Given that working with data and numbers is a key component of this role, we'd also be looking for you to have studied Maths to at least Scottish Standard Grade, or English GCSE level (or equivalent). 
 
In addition to a competitive salary and access to our profit share scheme, we offer: 

  • A flexible selection of employee benefits, so you can choose a package that best matches your lifestyle and needs 

  • A collaborative and supportive work environment where your thinking and ideas are encouraged 

  • On site mental health and wellbeing support 

  • A commitment to helping you develop both personally and professionally, with mentoring opportunities and access to our award-winning learning portal, Aspire. 

  • Regular social activities, in addition to three days paid volunteering leave each year and a day’s leave to celebrate your birthday. 

 
We are open to this role being based in either of our Scotland offices – Glasgow or Edinburgh. And we offer hybrid working so you can enjoy the positive wellbeing of working from home as well as the benefits of meeting colleagues in our sociable, modern office environments. 
 

Together, we’ve been building better futures for over 100 years. For our people, our clients and their people, our communities and the environment. 

We thrive on tackling complex problems. And we believe those problems are best solved by diverse teams – diverse in skills, approaches and backgrounds. Our independence lets our people be themselves and think freely, while working in a collaborative, supportive environment.  We love innovative, independent thinking and want everyone to share their ideas.  

Working alongside employers, trustees and financial services institutions, we offer pensions, investments, benefits and risk consulting services, as well as data and technology solutions. With over 1000 employees and counting, we’re one of the leading consultancies in our field and are proud to be recognised by numerous industry awards. 

We’re committed to developing our people and encourage everyone to carve out their own career path. We’ve many colleagues who started out in one team in the business and have ended up somewhere completely different, having had the chance to develop new skills and explore new passions.   

We are continually working to improve our inclusive culture and employ diverse talent. We therefore welcome applications from people from all backgrounds, which includes but isn’t limited to: age, disability, ethnic heritage, gender, marital or civil partnership status, neurodiversity, religion, sexual orientation, and socio-economic background.

Our hybrid working model offers the best of both worlds – home working as well as a fun, collaborative office environment - meaning flexible working patterns to accommodate individual needs. Find out more about our careers here.

If you need any assistance in relation to a personal requirement, medical condition or neurological difference during our selection process then please let us know. 

Together, we can make this the best job you’ll ever have. 

Our culture

We live and breathe our four values – friendly, confident, partnering and straightforward – and genuinely care about out people, clients, community and the environment.

Job satisfaction

Every employee can genuinely make a difference and contribute towards achieving our purpose – together, building better futures. Whether that’s helping our clients build more secure financial futures, using your 3 days volunteering or helping us reduce our carbon footprint.

Reward and wellbeing

We offer competitive salaries, a share of company profits and an award-winning benefits package. We also take your mental, physical, social and financial wellbeing seriously, both in and outside of work.

Flexible working

We trust our people to work in a pattern that suits their circumstances with a healthy balance of home and office working.

Latest technology

We use the most up-to-date technology and software to match our ground-breaking business solutions that make life easier for us and our clients.

Career development

There is no linear path – learning opportunities are plentiful and empower you to carve out your own career.

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