Investment Advisory & Private Capital - Senior...

Isio

Full-time London, England Financial Specialists

Posted:

June 06, 2026

Location:

London, England, United Kingdom

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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Job Overview

Job Type: Full-time

Location: London, United Kingdom

Posted: June 06, 2026

Deadline: July 16, 2026