Investment Advisory Consultant
1 month ago
Role Overview
Isio is seeking an experienced Investment Advisory to join our team. As an Investment Advisory, you will be responsible for generating new investment ideas, producing materials for clients and prospects, and conducting due diligence meetings with managers.
Key Responsibilities
- Develop and implement investment strategies for clients and prospects
- Conduct research and due diligence on investment opportunities
- Collaborate with internal teams to provide regular updates on investment views
- Attend client meetings as a research specialist
- Oversee junior members of the team to help them deliver research projects
- Deliver training to colleagues on related topics
Requirements
- Working towards the CFA or similar exams, or qualified
- 4-7 years of experience in financial services with experience in manager research and understanding of the asset management industry and markets
- Experiences in one or more of the following asset classes: Equity (Long-only), Multi Asset, Hedge Funds / Global Macro, Alternative Risk Premia
- Excellent analytical and communication skills, including strong presentation skills
- Preferred experience in day-to-day portfolio management (including portfolio construction and implementation) of a Fund of Funds portfolio
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