About Us:

Without careful consideration today, tomorrow’s pensions don’t exist.

That’s where Isio comes in, giving our clients the advice and support they need to deliver better outcomes and financial wellbeing for their members in the decades to come.

Isio provides full-service pensions consultancy to our 1000+ corporate clients, from actuarial expertise through to investment advice and third-party administration and advising clients on providing the best possible reward and benefits packages for their employees. Isio launched in March 2020 out of KPMG UK’s pensions practice and has grown to over 1000 people working across 10 offices across the UK.

We’re a People First business, so we want to make sure that you are supported to reach your goals, whatever they may be. We’ll support you with studying, be flexible around family life and enable you to give back to the community through paid volunteering days.

We aim to create an environment where you can succeed in a role which makes the most of your existing skills and develops new ones.

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.

We are keen to support those starting their career at Isio with building a strong foundation for success. Whether as a Graduate, Industrial Placement student, Summer intern or as an Apprentice, Isio will provide a great experience working alongside experienced professionals. You will have the opportunity to help fulfil our purpose of creating better outcomes for our clients, their members and society by empowering and developing our people.

Isio is growing at a fast and exciting pace. Starting your career at Isio will be a great balance of working with experts in their field within an innovative organisation that is looking to drive positive and innovative change in its sector.

Graduates at Isio have acknowledged their positive experience, as shown by our ranking as the Top Employer for Graduates to work for in Consulting according to the Job Crowd 2023 rankings.

Programme: Investment Advisory Summer Internship - 2025

Length of programme: 6 Week: 7^th July 2025 – 15^th August 2025

Locations: Birmingham

Entry Requirements:

• To apply for this role, you need to be in your penultimate year of full-time university study from Autumn 2024-Summer 2025.

• We are open to applications from those studying any subject. Success in the internship will require strong mathematical skills and a keen interest in financial concepts.

Investments Advisory Summer internship – the opportunity

Our Investment Advisory team is an area of rapid growth within our Pensions Practice. Providing invaluable services to pensions, trustee, corporate and wealth management clients, we advise on a diverse range of investment-related subjects, including asset allocation, financial risk management and fund manager selection. Our team come from diverse professional backgrounds. Your internship will give you a great insight into this key part of Isio’s growth.

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 consulting 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.
• Preparing and presenting investment monitoring reports to our clients.
• 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 Study Mentor who helps advise and guide students through the study and exam process.

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

Strong performance in your internship could lead to you being offered a Graduate role in Investment Advisory at Isio for when you complete university.

What we are looking for in Summer interns in Investment Consulting

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.