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- Tasks: Generate investment ideas, conduct due diligence, and oversee junior team members.
- Company: Join Isio, a leading firm in investment advisory and private capital.
- Benefits: Enjoy opportunities for training, career growth, and collaboration with top professionals.
- Why this job: Be part of a dynamic team influencing investment strategies and making a real impact.
- Qualifications: 4-7 years in financial services; CFA or similar exams in progress preferred.
- Other info: Potential to evolve into a portfolio analyst role covering fund of funds.
The predicted salary is between 48000 - 84000 £ per year.
Location: London, United Kingdom
Job Category: Other - EU work permit required: Yes
Role Requirements:
- Generate new investment ideas and produce materials to take to our clients and prospects
- Conduct due diligence meetings with managers to set fund ratings and assume responsibility for ongoing monitoring
- Participate in investment committee meetings and debates, and 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
- Potential for this role to expand into portfolio analyst role covering fund of fund products
Experience and Competencies Required:
- 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
- Experience in one or more of the following asset classes would be ideal: 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
- Experience in contributing to the investment strategy decisions of the fund - regarding asset allocation, portfolio construction and manager selection
- Preferred experience in daily portfolio management/implementation duties - risk monitoring, exposure analysis, performance attribution, reporting etc.
- Preferred experience in collaborating with teams both internally and externally and across functions - Risk Management, Legal, Compliance, Data providers, Distribution partners, Fund Managers, and Technology, etc.
Investment Advisory & Private Capital - Senior... employer: Isio
Contact Detail:
Isio Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Investment Advisory & Private Capital - Senior...
✨Tip Number 1
Network with professionals in the investment advisory and private capital sectors. Attend industry events, webinars, or local meetups to connect with potential colleagues and learn about the latest trends in asset management.
✨Tip Number 2
Stay updated on market trends and investment strategies relevant to the role. Follow financial news, subscribe to industry publications, and engage in discussions on platforms like LinkedIn to showcase your knowledge during interviews.
✨Tip Number 3
Consider reaching out to current or former employees of Isio for informational interviews. This can provide you with insights into the company culture and expectations, which can be invaluable when preparing for your interview.
✨Tip Number 4
Prepare to discuss your experience with portfolio management and investment strategies in detail. Be ready to share specific examples of how you've contributed to investment decisions and managed risk in previous roles.
We think you need these skills to ace Investment Advisory & Private Capital - Senior...
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial services, particularly in manager research and asset management. Emphasise any experience with the specific asset classes mentioned in the job description.
Craft a Compelling Cover Letter: Write a cover letter that showcases your analytical and communication skills. Mention your progress towards CFA or similar qualifications and how your experience aligns with the role's requirements.
Showcase Relevant Experience: In your application, provide examples of your past work that demonstrate your ability to generate investment ideas, conduct due diligence, and participate in investment committee meetings. Use specific metrics or outcomes where possible.
Prepare for Potential Interviews: Anticipate questions related to portfolio management and investment strategies. Be ready to discuss your experience with risk monitoring, exposure analysis, and collaboration with various teams within the financial sector.
How to prepare for a job interview at Isio
✨Showcase Your Analytical Skills
As the role requires excellent analytical abilities, be prepared to discuss specific examples of how you've used these skills in previous positions. Highlight any experience with portfolio management or investment strategies that demonstrate your capability.
✨Prepare for Technical Questions
Expect questions related to asset classes and investment strategies. Brush up on your knowledge of equity, multi-asset, hedge funds, and alternative risk premia. Being able to articulate your understanding will impress the interviewers.
✨Demonstrate Leadership Experience
Since the role involves overseeing junior team members, share instances where you've led a project or mentored others. This will show your ability to guide and develop talent within the team.
✨Engage in Thoughtful Discussions
During the interview, participate actively in discussions about investment views and strategies. This not only shows your expertise but also your enthusiasm for the role and the company’s objectives.
