Job
• Starts Aug 31
Graduate - Investment Advisory - Birmingham 2024 Intake
Isio
•
22d ago
💼 Graduate Job
Birmingham
⌛ Closed
Applications are closed
Description
- 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.
- For graduates, it’s the chance to take the first step towards becoming an expert in your field. Challenging and rewarding, working in Investment Advisory requires strong communication skills and financial acumen, paired with the ability to take responsibility right from the beginning.
- The Investment Advisory team is focused on delivering proactive and strategic advice through the production of insightful, independent investment research.
Our services are purely advisory - we don’t manage any money for clients or trade in any securities. Working with institutional investors such as pension funds, companies and charities, we offer a wide range of investment advice in areas where our investment graduates will build their experience;
- Asset Liability Modelling – enabling investors to better understand the risks arising from different investment strategies.
- 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
Requirements
- To apply for this role you need to have completed an undergraduate degree or higher level qualification by 1 September 2024 and have achieved a 2.1 or higher. If you are in your final year of university study, we are looking for those on track to achieve this.
- We are open to applications from those studying any subject. Studying towards the CFA or actuarial exams will require strong mathematical skills and a keen interest in financial concepts.
Education requirements
2:1 or higher
Undergraduate
Bachelors
Area of Responsibilities
Consulting
Banking & Finance
Responsibilities
- As a Graduate working in Investment consulting at Isio you will get involved in:
- Working in a client team to assist in the delivery of client advice, ranging from design of an appropriate investment strategy, to implementation of the chosen strategy.
- Setting 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.
- You’ll study for a professional qualification whilst being trained on the job. Your role will see you build up a wide range of knowledge on investments and capital markets, through delivering both client work and researching asset classes. Later in your career, you’ll have the option to tailor your client and research focus, to specialise in certain asset classes or investment strategies.
Details
Work type
Full time
Work mode
office
Start date
Aug 31, 2024
Location
Birmingham