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Investment Advisory & Private Capital - Senior...

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Isio
📍 London, United Kingdom
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Location London
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Posted June 13, 2026
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Commute Local Area
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Local Opportunity Near You!

This job is in your area. Enjoy a short commute and work close to home.

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Job Description

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
  • Experiences in one or more of the...

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    📍 Location Details

    🌆
    City
    London
    🗺️
    Country
    United Kingdom
    🚗
    Commute
    Local Area

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