Role Purpose

Work as part of the Research Operations Team to deliver effective operational and administrative support to Investment Research.

Key Responsibilities

• Weekly preparation of Investment Research meeting pack
• Collate and circulate weekly research regional team packs
• Produce stock review packs for the core research meetings
• Assist with research trip organisation which includes liaising with Investment Research, Corporate Traveller and heads of department for approval, direct engagement with companies to secure management level meetings, booking interpreter when required and involving approved corporate access provider (3rd party) when necessary, management of meeting schedule, international and local travel, hotel bookings and producing a detailed itinerary and creation of companies/contacts/events in Salesforce
• Track, update and report on engagement
• Assist with co-ordination of annual owned company file updates, approval process and allocation of key documents
• Provide administrative support to the proxy voting process
• Support process around external research providers
• Management of company and analyst meetings liaising with Investment Research, approved corporate access and research providers
• Provide assistance with vendor management

Other Responsibilities

• Investment Research team support on an ad-hoc basis
• General administrative tasks across all areas of Research Operations
• To provide holiday/absence cover and support for other team members within the department as and when required
• Any other duties as reasonably requested by management

Technical Skills & Knowledge

• Working knowledge of Word, Excel and PowerPoint
• Strong numerical skills
• Understanding of business communications, including style and format of letters, presentations and reports
• University degree or equivalent

Role Location

Edinburgh

Application

To ensure a fair and inclusive interview process, we encourage all applicants to inform us of any adjustments or adaptations they may require to fully participate. Your comfort and accessibility are important to us.

About Us

Established in 1983, Walter Scott is an investment management business built to deliver long-term success. We think of growth in decades and consider impact for generations, ignoring the volatility of the moment and the results of the day.

Our portfolio management philosophy is tried and tested: we focus solely on equity investments, holding stock only in high-quality, market-leading businesses that can generate sustainable growth for our clients. By keeping our strategy straightforward, we can go deeper in our research and further for our clients.

It’s an approach that begins and ends with doing the right thing. For the institutional clients we serve around the world – protecting and enhancing their assets. For our community – supporting causes with tangible outcomes for people in Edinburgh, and beyond. And for the 180 employees who make it all possible – fostering a close-knit culture, nurturing personal growth and offering truly rewarding careers.