Associate (Investments)

Our Investment Advisory team is an area of rapid growth within our Pensions Practice. Providing invaluable services to pensions, trustee, corporate and wealth management clients, we advise on a diverse range of investment-related subjects, including asset allocation, financial risk management and fund manager selection.

The Investment Advisory team is focused on delivering proactive and strategic advice through the production of insightful, independent investment research.

• Risk Management – analysing a client’s financial risks and making recommendations on how to hedge them.
• Capital Markets Views – assessing investment opportunities for our clients’ portfolios.
• Fund Manager Selection – helping clients to pick high quality fund managers.
• Implementation and Transition Management – helping clients to implement our advice in the most efficient way.
• Fiduciary Management – advising clients on selecting, implementing and monitoring a fiduciary manager.

Role Responsibilities

• Working in a client team to assist in the delivery of client advice, ranging from the appropriate investment strategy, to implementation of the chosen strategy.
• Setting-up up our asset liability and allocation models to better understand the client’s range of potential future outcomes.

• Preparing and presenting investment monitoring reports to our clients.

• Asset class research; evaluating investment cases and current market pricing for asset classes – from traditional equities to alternatives such as direct lending.

• Researching fund managers and fiduciary managers.

• Presenting your investment analysis and recommendations to the rest of the team and to clients.

Experience and Competencies Required

• Minimum 2:1 degree from a numerate or science-based subject e.g. mathematics, engineering, chemistry, physics, economics, finance, statistics or actuarial science.
• Applicants are expected to be studying towards Chartered Financial Analyst (CFA) or for the actuarial (IFoA) exams.
• Strong analytical skills, including extensive modelling / VBA skills.
• Previous experience as an investment consultant or analyst.
• The ability to take on a high level of responsibility.
• Excellent communication skills.
• The ability to work effectively in a team.
• Strong relationship building skills.
• An appetite for innovative thinking on strategy development.

About Us

Without careful consideration today, tomorrow’s pensions don’t exist. That’s where Isio comes in, giving our clients the advice and support they need to deliver better outcomes and financial wellbeing for their members in the decades to come.

Isio provides full-service pensions consultancy from actuarial expertise through to investment advice and third-party administration, as well as advising clients on providing the best possible reward and benefits packages for members. Following the acquisition of Premier in January 2022, now is an exciting time to join us as we broaden our offering. You will play a key role in driving forward Isio into the future.

We’re a People First business, so we want to make sure that you are supported to reach your goals, whatever they may be. We’ll support you with studying, be flexible around family life and enable you to give back to the community through paid volunteering days.

We aim to create an environment where you can succeed in a role which makes the most of your existing skills and develops new ones.

We are committed to equality, diversity and inclusion – bringing your whole self to work every day. We have hubs across the UK and many of our roles are flexible in location to help create a work-life balance that works for you.