2026 Investment Advisory Internship Programme, ..

2026 Investment Advisory Internship Programme, Bristol

Length of programme: 9 weeks starting Monday 29 June 2026 - Friday 21 August 2026 (this is a fixed programme date)

Location: Bristol

Entry requirements:
Therefore, you will need to be graduating and available to start full time in September 2027

We are not able to provide visa sponsorship for this position and therefore you will need to be able to work in the UK without the need for visa sponsorship now or in the future.

Investment Advisory Summer internship - the opportunity

Our services are purely advisory - we don’t manage any money for clients or trade in any securities. Working with institutional investors such as pension funds, companies and other charities, we offer a wide range of investment advice in areas where our Investment interns will build their experience.

Asset Liability Modelling - enabling investors to better understand the risks arising from different investment strategies.

Risk Management - analysing a client’s financial risks and making recommendations on how to hedge them.

Capital Markets Views - assessing investment opportunities for our clients’ portfolios.

Fund Manager Selection - helping clients to pick high quality fund managers.

Implementation and Transition Management - helping clients to implement our advice in the most efficient way.

Fiduciary Management - advising clients on selecting, implementing, and monitoring a fiduciary manager.

During your internship in Investment Advisory at Isio you will get involved in:
Working in a client team to assist in the delivery of client advice, ranging from design of an 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.

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.

A Performance Manager to support you with your individual progress and performance.

What we are looking for in Summer interns in Investment Advisory

We are keen to recruit undergraduates who have a strong interest in this work, have good numerical skills, and can communicate with a wide range of people. We are looking for interns who are enthusiastic and self-motivated to be part of a team and show a good level of self-discipline 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.

What we offer you

On top, we also offer:
A competitive salary

Internship Programme with projects to enable to develop key business skills

You’ll be joining us as part of a cohort and you’ll get the chance to make new connections and be part of the 2026 Interns at Isio

About Isio

Isio was ‘born’ in 2020 from the sale of KPMG UK’s Pension Practice to a private equity firm. An industry-leading challenger, we provide diverse expertise spanning Pensions, Investment, Benefits and Wealth to give clients an integrated experience.

Isio is built by challengers, innovators and forward-thinkers, grounded around a vision which strives to deliver greater financial confidence for everyone. We empower and develop those who join us - valuing curious minds and giving people the freedom to outperform. Known and respected for our agility, we harness specialist experience, bold thinking and the desire to push the boundaries of what we can achieve for our clients, from small to blue chip, public to private.

At Isio, we are committed to fostering an inclusive, equitable and diverse workplace, in which our colleagues feel they belong, regardless of background or difference. We uphold the values of respect, fairness, and inclusion in our actions and decisions. We believe that by adhering to these principles, we will create a stronger, more innovative, and supportive environment for all, as well as ensuring that the advice and support we provide to our clients is more creative, more insightful and leaves a lasting impact.

What’s next?

**Department**

Early Careers

**Locations**

Bristol

**Remote status**

Hybrid

**Employment type**

Internship