Join to apply for the Manager, Employer Covenant Advisor role at Isio.
We’re growing and want you to be a part of our journey. Pensions employer covenant advisory is a challenging and fast growing area. Isio’s Covenant Solutions team assesses the financial strength and commercial outlook of sponsors of defined benefit pension schemes to understand the cash flows and assets available to support funding of pension liabilities, advising on covenant mitigation solutions where there are corporate events such as M&A, refinancing or restructuring.
We are looking for qualified accountants with employer covenant advisory experience and/or a transaction/restructuring advisory background to join our team in advising clients and supporting our growth plans.
Role and Responsibilities
* Build and manage a portfolio of pension trustee advisory clients, providing advice on employer covenant assessments and integrated risk management framework.
* Perform and review financial and commercial analysis for employer covenant assessments, including coaching and development of junior team members.
* Assess the impact of corporate activities such as transactions, restructuring or refinancing on the employer covenant provided to pension schemes.
* Advise on solutions to mitigate changes in the employer covenant security provided to pension schemes.
* Negotiate with corporate sponsors of pension schemes and trustees over employer covenant and mitigation/financial support options.
* Support external marketing initiatives to support Isio’s growth ambitions.
Where is the role?
The role is based in Manchester, Edinburgh or London and can be worked from other Isio offices. We work on a hybrid basis, allowing colleagues to split their time between office and home, and host regular team building and social events.
Key Skills & Experience
* Qualified ACA/CA/ACCA accountant with clear evidence of relevant post-qualified experience.
* Proven employer covenant and/or transaction/restructuring advisory experience.
* Commercial awareness and a general interest in how businesses work.
* Experience of insolvency analysis/recoveries including preparing Entity Priority Models and Estimated Outcome Statements.
* Excellent report writing, financial analysis, client and project management skills.
* Ability to research and report on clients, industries, the wider market/economy and ESG risks; develop marketing collateral and initiatives; and build, manage and leverage client relationships to originate work and support sales.
* Experience using AI and data analysis tools to improve efficiency in research and reporting.
* Enthusiasm for business development and supporting market initiatives.
Demonstrated Commitment to our Core Purpose
Power in Partnership: We work in partnership with our clients & each other, building open and trusted relationships.
Future Focus: We 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.
People First: Pensions is a people business. People are the source of Isio’s expertise and the lives we affect through our advice.
What we offer you
Isio is a people business, committed to helping colleagues gain a wide variety of experience, significant development opportunities and progression through the business. You will have access to a variety of work that enables growth.
Information on benefits and more about Isio can be found on the Isio Careers & Benefits page.
About Isio
Isio was launched in 2020 following the sale of KPMG UK’s Pension Practice. We provide integrated expertise spanning Pensions, Investment, Benefits and Wealth to give clients tailored solutions. We foster an inclusive, equitable and diverse workplace and strive to deliver greater financial confidence.
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 hrrecruitment@ISIO.com.
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