DC Investment - Senior Analyst

Isio; London; Hybrid; GBP 45,000 - 65,000; Full time

Job summary

Isio is looking for a DC Investment Senior Analyst to join its growing Employee Benefits business in London. The role involves client management, producing investment reports, and developing innovative strategies within a dynamic team. Ideal candidates will have strong analytical, organizational, and communication skills, alongside a commitment to maintaining high standards and fostering client relationships.

Benefits

Development opportunities

Flexible working arrangements

Qualifications

• Degree level with a minimum 2:1 or equivalent qualification.
• Progress towards completion of CFA, FIA or CISI exams.
• Previous relevant DC investment consulting experience will be beneficial.

Responsibilities

• Lead client teams on a portfolio of DC clients.
• Production of DC investment reports and strategies.
• Support reviews of pension providers and client meetings.

Skills

Client management relationship skills

Analytical skills

Organisational skills

Communication skills

Education

Degree level (minimum 2:1)

CFA, FIA or CISI progress

Job description

We’re growing and want you to be a part of our journey.

Within our Employee Benefits business, our dedicated Defined Contribution investment specialism 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 a DC Investment Senior Analyst with strong technical and communication skills, backed up with a commercial outlook and internal drive.

Role and Responsibilities

• Day to day client team lead on a portfolio of DC clients as well as supporting on advising large Own Trust and Master Trust clients.
• Production of DC investment reports on fund selection, default strategy reviews, ESG integration, quarterly investment performance reports and other DC investment issues. Typically involved in the reviewer capacity when producing these reports.
• Involvement in designing and implementing innovative DC investment strategies for the modern world.
• Research of provider default strategies and fund managers.
• Support reviews of pension providers, analysis of tender responses and drafting of high-quality summaries and reports.
• Support clients looking to move to a new DC vehicle for future pension provision.
• Attending client meetings with other members of the team and contributing to the delivery of advice where appropriate.
• Taking responsibility for checking the work of more junior members of the team.
• Acting as a point of contact for a range of clients, that include leading Master Trusts, own trusts, GPPs as well as supporting clients looking to move from one arrangement to another.
• Internal support to management functions including development of junior team members (including helping new graduates settle in and training).
• Contributing to new business activities including involvement with tender submissions.

Key Skills & Experience

• Degree level with a minimum 2:1 or equivalent qualification.
• Progress towards completion of CFA, FIA or CISI exams.
• Excellent client management relationship skills.
• Enthusiastic, proactive and commercial approach.
• Strong analytical and organisational skills.
• The ability to take on a high level of responsibility.
• Excellent communication skills.
• The ability to work effectively and collaboratively in a team.
• Willingness to manage clients and build strong relationships.
• Previous relevant DC investment consulting experience will be beneficial.

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.

You can find out more about Isio and the benefits we offer here Isio - Careers & Benefits.

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.

At Isio, we are committed to fostering an inclusive, equitable and diverse workplace, in which our colleagues feel they belong, regardless of background or difference. We uphold the values of respect, fairness, and inclusion in our actions and decisions. We believe that by adhering to these principles, we will create a stronger, more innovative, and supportive environment for all, as well as ensuring that the advice and support we provide to our clients is more creative, more insightful and leaves a lasting impact.

We have offices across the UK and many of our roles offer a hybrid, flexible approach to work 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.

If you think you may require a reasonable adjustment to be made for any reason at any stage of your recruitment process, please email [e-mail]