Investment Research Specialist
4 weeks ago
About the Role
We are seeking a highly skilled Investment Advisory professional to join our team at Isio. As an Investment Advisory specialist, you will be responsible for generating new investment ideas, conducting due diligence meetings, and participating in investment committee meetings.
Key Responsibilities
- Develop and implement investment strategies to meet client objectives
- Conduct thorough research and analysis of investment opportunities
- Collaborate with cross-functional teams to drive investment decisions
- Provide regular updates and insights to clients and stakeholders
- Oversee junior team members and provide guidance and support
Requirements
- Working towards CFA or similar exams, or qualified
- 4-7 years of experience in financial services with manager research experience
- Excellent analytical and communication skills
- Preferred experience in portfolio management and investment strategy
What We Offer
As an Investment Advisory professional at Isio, you will have the opportunity to work with a talented team, develop your skills and expertise, and contribute to the success of our clients.
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