Investment Consultant - Assistant Manager
Isio
London, GB
4d ago

Role Requirements

  • 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.

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