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Isio | London, United Kingdom | Posted June 21, 2026
Position Overview
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...