Senior Manager

Description:

Isio are seeking a Senior Manager to help support the growth of its covenant advisory business.

The candidate will have the opportunity to build a portfolio of corporate and trustee advisory clients as well as advise in M&A/transaction situations. The role will involve working on some of the most complex transactions and challenging pensions issues businesses and trustees face, and work alongside a range of Isio specialists in actuarial and investment services to provide integrated solutions to support pensions strategy.

The candidate will have employer covenant expertise and/or transactions/restructuring advisory experience. This will include experience of preparing estimated outcome statements for the purposes of assessing potential returns to creditors/pension schemes.

This is a great opportunity for a high calibre candidate to fast track their career prospects, widen their skillset and be part of Isio’s ambitious growth plans for its pensions and covenant advisory business.

Role and Responsibilities

• Building and managing a portfolio of pension trustee advisory clients, leading advice on their employer covenant assessments and integrated risk management framework;
• Managing small teams for client projects and assisting in the delivery of larger complex projects.
• Assessing the impact of a corporate activity such as a transaction, restructuring or refinancing on the employer covenant provided to pension schemes;
• Advising on solutions to mitigate changes in the employer covenant security provided to pension schemes;
• Advising corporate sponsors of pension schemes in negotiations with trustees over employer covenant and mitigation / financial support options;
• Leading external marketing initiatives and product development to support Isio’s growth ambitions.

Where is the role?

Our ideal applicant would work alongside our existing team in either Birmingham, Manchester, Edinburgh or London. However, we can offer suitable applicants the opportunity to work from our other Isio offices.

We work on a hybrid basis, offering the opportunity for colleagues to split their working time between working in the office and at home.

As a business we are great at building strong communities amongst our employees – both across locations and teams, hosting regular team building, charity, and social events.

Key Skills & Experience

• Qualified ACA/CA/ACCA accountant with at least 7 years relevant post qualified experience.
• Extensive relevant employer covenant and/or transaction/restructuring advisory experience.
• Commercial awareness and a general interest in how businesses work.
• An enthusiasm for and genuine commitment to business development and supporting market initiatives.
• Track record of establishing trusted relationships with clients and intermediaries. Along with an existing network across the corporate/trustee/intermediary community
• Experience of insolvency analysis/recoveries e.g. preparing Entity Priority Models and Estimated Outcome Statements in order to advise clients of the implications.
• Excellent report writing, financial analysis, client and project management skills.

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.