DC Investment Analyst
DC Investment – Analyst
Our Reward & Benefits team include an industry leading DC consulting team that includes a dedicated DC investment specialism. This team offers full investment consulting services to trustees, sponsors and governance committees of DC pension schemes. Our DC Investment team has grown significantly over the last few years and is a key growth area for Isio over the next few years due to the increasing demand for quality investment advice in the DC market.
We are looking for an individual with strong technical and communication skills, backed up with a commercial outlook and internal drive.
Role and Responsibilities
- Preparing DC investment performance reports.
- Drafting DC investment reports on fund/provider selection, default strategy reviews and other DC investment client reports.
- Researching DC pension providers, investment managers and products.
- Supporting DC pension provider reviews, analysing tender responses and drafting high quality summaries and reports.
- Dealing with queries from DC pension providers and clients over the telephone and email in a timely manner and applying judgement as to when issues need to be escalated.
- Supporting senior members of the team in the delivery of our advice to clients.
- Attending regular technical training in order to develop your wider market knowledge.
- Sharing knowledge with colleagues across the Reward & Benefits team.
Experience and Competencies Required
- Progress towards completion of CFA or FIA exams (or equivalent), or commitment to begin studying towards such qualifications.
- Enthusiastic, proactive and passionate to learn and develop.
- Strong analytical and organisational skills.
- Ability to take on a high level of responsibility.
- Excellent communication skills.
- Ability to work effectively and collaboratively in a team.
- Ability to deliver multiple workstreams to tight deadlines.
- Willingness to manage clients and build strong relationships.
- Ideally, previous DC and/or investment consulting experience.
Demonstrated Commitment to our Core Purpose
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
Isio is a people business, and we’re committed to helping our great colleagues gain a wide variety of experience, significant development opportunities and progression through the business. The variety of work that’ll be available to you will enable you to do this.
On top, we also offer:
- A competitive remuneration package, including a bonus scheme.
- A defined contribution pension scheme.
- Life insurance.
- Healthcare benefits.
- Income protection benefits.
- 25 days annual leave (plus bank holidays) as standard with the option to purchase additional days of holiday. As well as two additional ‘Company’ days – a celebration day for your birthday and an extra day over Christmas.
- Corporate Social Responsibility (CSR) allowance
- Flexible working opportunities.
- A flexible benefits package.
- Internal development programmes including (technical and non-technical) training support and mentor programmes.
- Where required study support including study days, materials and exam entry support.
What’s next?
Click on the ‘apply’ and follow the simple application process on-line.
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.
Isio is growing and we are looking for people who share our purpose and behaviours to join us on this journey, as we continue driving exceptional results for both our clients and people.
We are committed to equality, diversity and inclusion – bringing your whole self to work every day. We have hubs across the UK and many of our roles are flexible in location to help create a work-life balance that works for you.
Isio Group is an equal opportunities employer and we welcome applications from all suitably qualified candidates.
- Department
- Reward & Benefits
- Locations
- Any Regional Office
- Employment type
- Full-time
DC Investment Analyst
Loading application form
Already working at Isio?
Let’s recruit together and find your next colleague.