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Summer Internship-Investment Advisory-2024 Intake

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Isio

Oct 30, 2023

Applications are closed

  • Internship
    Full-time
    Starts on Jul 02
    Summer Internship
  • Banking & Finance
  • London

Requirements

  • To apply for this role, you need to be in your penultimate year of full-time university study from Autumn 2023-Summer 2024.
  • We are open to applications from those studying any subject. Success in the internship will require strong mathematical skills and a keen interest in financial concepts.

Responsibilities

  • 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.
  • 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.
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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.