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Investment Consultant - Assistant Manager

Isio

London, England, United Kingdom Full-time June 21, 2026
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Opportunity Description

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 abili...
  • Full-time Financial Specialists

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