Providing support in the provision of investment advice to our clients.
Helping design innovative investment strategies including growth portfolio design, liability hedging portfolios and cash flowing matching portfolios.
Attending client meetings with other members of the team and contributing to the delivery of advice where appropriate.
Taking responsibility for checking the work of more junior members of the team and drafting reports.
Acting as a point of contact for a range of clients.
Supporting new business activities including production of tender submissions.
Experience and Competencies Required :
Recently completed the Actuarial or CFA exams, or close to completion.
Excellent client management relationship skills.
Enthusiastic, proactive and commercial approach.
Strong analytical and organisational skills.
The ability to take on a high level of responsibility.
Excellent communication skills.
The ability to work effectively and collaboratively in a team.
Willingness to manage clients, build strong relationships and assist with new business opportunities.
Previous investment consulting experience.
Demonstrated Commitment to our Core Behaviours
Power in Partnership : We work in partnership with our clients & each other building open and trusted relationships. Working together allows us to deliver the best for our clients.
Future Focus : We want to push our industry forward by solving problems in better ways that benefit both our clients & society.
Strength in Difference : We work with diverse perspectives to find better solutions. Working with differences makes us stronger.
People First : We recognise that pensions is a people business. People are the source of Isio’s expertise and it is people’s lives that we affect through our advice.