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Graduate - Investment Advisory - Leeds 2024 Intake

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Isio

Oct 29, 2023

Applications are closed

  • Job
    Full-time
    Entry Level
  • Banking & Finance
  • Leeds

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.

Responsibilities

  • 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
  • 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.
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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.