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Graduate - Investment Advisory - Reading 2024 Intake

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Isio

Mar 31

Applications are closed

  • Job
    Full-time
    Entry Level
  • Consulting
    Banking & Finance
  • Reading

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).

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.

Isio

We exist to create better outcomes for our people, our clients, and society.

Finance
Industry
501-1000
Employees
2020
Founded Year

Mission & Purpose

Isio was ‘born’ in 2020, and we’ve been challenging existing thinking on pensions, benefits and investment advice ever since. That’s because we know that only by improving on what’s been accepted in the past can we provide the financial confidence our clients deserve. We provide companies, trustees and individuals with the highest levels of expertise across actuarial and consultancy, investment advisory, pensions administration, reward and benefits and wealth planning. Our heritage gives us a unique edge. Decades of experience combined with the independence we enjoy today, enables us to be agile and invest quickly in innovative new solutions that bring better outcomes for our clients and society.