Analyst with IC Select

Location: Edinburgh
£18,000 - £20,000 per annum
Full-time, permanent
May 2017 start
Closing date: 4 April 2017, noon

About the Company

IC Select, established in 2007, helps pension plans review their investment governance arrangements and provides pension plans with the detailed due diligence necessary to ensure that the highest standards of plan governance are achieved when selecting and overseeing their fiduciary manager or investment consultant.

IC Select is a wholly independent organisation, thereby avoiding all conflicts of interest.

The Role

The company now seek an enthusiastic and hard-working graduate to join them as an Analyst. The post has a number of facets to it as outlined below.

Research Reports:

Assisting the Director(s) in the gathering of information, analysis and production of research reports for:

• Fiduciary manager research reports
• Investment consultant research reports

This will require:

• Issuing due diligence questionnaires and related documents
• Logging responses to due diligence questionnaires and related documents
• Extracting relevant information from questionnaires and inputting into research database
• Analysis of data and production of charts etc. for inclusion in reports

Fiduciary manager and investment consultant searches:

Assisting the Director in the successful management of a search process.

This will require:

• Production of discussion documents and board papers for Trustee Board undertaking the search
• Issuing search documents and logging responses
• Assessment and scoring of bidder responses.

Production of oversight reports:

Assisting the Director in completing an oversight report.

This will require:

• Issuing information requests to fiduciary managers or investment consultants and pension executives and logging responses
• Managing the completion of qualitative benchmarking questionnaires by trustees
• Analysis of data and report production.

Maintenance and audit of the IC Select Fiduciary Management Performance Standard:

Assisting the Director in the audit of IC Select Fiduciary Management Standard.

This will require:

• Issuing data requests to fiduciary managers and logging responses
• Uploading data to the performance database
• Data analysis
• Assisting in the production of audit reports.

Other duties:

Development of computer models for data analysis and for the production of the above reports. (Excel, Word).
Database maintenance and update for research and performance databases.
Management of production processes.
Website maintenance.


Candidates should have a good degree, in a mathematical or related discipline or a good degree and evidence of mathematical competence. The candidate could be a recent graduate or have 2-5 years’ experience. The candidates should have the ability and desire to work as part of a small company where individual effort affects the outcome of the business. You should also have good written and verbal communication skills.

The successful applicant would be expected to undertake the Investment Management Certificate in the first year. Thereafter they would be encouraged to do the Chartered Financial Analyst (CFA) professional examinations. The company would pay the cost of these exams. The CFA qualification typically takes three years to complete.


Closing date for applications is 4 April 2017, 12 noon.

Interview date: Wednesday 19 April 2017

Please submit a CV and covering letter through the AAI online application form on our website. All applications must be submitted by noon on the closing date. State a. your availability and b. relevant information on your skills/experience pertaining to the job spec. We do NOT accept e-mail applications unless otherwise stated.

Please confirm your eligibility to work in the UK.