Logo of Huzzle

Job

Graduate - Investment Advisory - Reading 2024 Intake

Logo of Isio

Isio

23d ago

💼 Graduate Job

Reading

⌛ Closed
Applications are closed

Graduate Job

Consulting, Banking & FinanceReading

Description

Training and Development

  • As an Investment Advisory graduate at Isio, you can choose whether to study for the Chartered Financial Analyst (CFA) exams, or for the actuarial exams to qualify as a Fellow of the Institute and Faculty of Actuaries (IFoA). We recognise the challenges and time constraints involved in balancing work and study commitments, so we’ll support you with a study day allowance and tutorials.

Additional support will come from:

  • Meeting your peers and senior leaders at a Graduate induction event.
  • Support with developing your personal and professional skills.
  • Regular technical training and opportunities to develop wider market knowledge throughout your career within Isio.
  • A buddy from your first day to help you settle in.
  • A Study Mentor who helps advise and guide students through the study and exam process.
  • A Performance Manager to support you with your individual progress and performance.

Training and Development:

  • As an Investment Advisory graduate at Isio, you can choose whether to study for the Chartered Financial Analyst (CFA) exams, or for the actuarial exams to qualify as a Fellow of the Institute and Faculty of Actuaries (IFoA). We recognise the challenges and time constraints involved in balancing work and study commitments, so we’ll support you with a study day allowance and tutorials.

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.
  • Length of programme: Around 3 years to achieve your relevant professional qualification, however you are employed on a permanent basis from the start of your graduate role
  • Qualifications you’ll work towards: Charter holder of the Chartered Financial Analyst (CFA) qualification or Fellow of the Institute of Actuaries (IFoA).

Education requirements

2:1 or higher
Currently Studying
Final Year

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

Application deadline

May 8, 2024

Location

Reading