Investment Advisory Professional
3 weeks ago
About the Role
Isio is seeking a highly skilled Investment Advisory Professional to join our team. As a key member of our investment team, you will be responsible for generating new investment ideas and producing materials to present to our clients and prospects.
Key Responsibilities
- Conduct thorough research and analysis to identify potential investment opportunities and develop investment strategies.
- Collaborate with our investment committee to set fund ratings and monitor ongoing performance.
- Participate in investment committee meetings and debates, providing regular updates on investment views and market trends.
- Develop and maintain relationships with clients and prospects, presenting investment ideas and strategies.
- Oversee junior team members, providing guidance and support to help them deliver research projects.
- Deliver training and development programs to colleagues on investment-related topics.
- Potential for this role to expand into a portfolio analyst role, covering fund of fund products.
Requirements and Qualifications
- Working towards the CFA or similar exams, or qualified.
- 4-7 years of experience in financial services, with a focus on manager research and understanding of the asset management industry and markets.
- Experience 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.
- Preferred experience in collaborating with teams across functions, including Risk Management, Legal, Compliance, Data providers, Distribution partners, Fund Managers, and Technology.
About Isio
Isio is a leading provider of investment and financial services. We are committed to delivering exceptional results for our clients and are seeking talented professionals to join our team.
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