Investment Advisory Apprenticeship – the opportunity.
During your
Apprenticeship 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 the 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.
You will be supported
with training alongside the other apprentices, your local office team and
also national training to help you learn both specific knowledge and
effective personal behaviours. Your learning will be focussed on progressing
through a Level 4 Investment Operations Specialist Apprenticeship, guided by
our external learning partner.
At each stage of the
process, you will be in control of your progression and supported by a people
manager and a local ‘buddy’, alongside informal mentors across the
organisation. Our vision is that after several years you will be an
experienced and key member of the team and progressing well to achieving
recognition as a CFA (Chartered Financial Analyst).
What we are looking for
in Apprentices in Investment Consulting
We are keen to recruit
Apprentices who have a strong interest in investments, current affairs and
the markets, have good numerical skills, and can communicate with a wide
range of people. We are looking for Apprentices who are enthusiastic and
self-motivated to be part of a team and show good levels of self-discipline,
organisational skills and time management. We will also be looking to see how
applicants align to our core beliefs:
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