Jade Walker

DC Investment Consultant at Isio Services

Jade Walker, CFA has a strong background in investment analysis and product ownership. They began their career as an Investment Intern at St. James's Place Wealth Management in 2014, where they gained valuable experience in the industry. In 2015, Jade transitioned to an Investment Analyst role at the same company, further developing their skills in assessing investment opportunities. In 2019, they joined Redington as a Product Owner, responsible for managing and overseeing product development processes. Most recently, Jade joined Isio in 2023 as a DC Investment Senior Analyst, focusing on analyzing investment strategies for defined contribution pension plans. With their extensive experience and expertise, Jade is well-equipped to excel in their role at Isio.

Jade Walker, CFA has a Bachelor of Science degree in Mathematics, which they obtained from The University of Manchester from 2012 to 2015. In addition, they hold the Chartered Financial Analyst (CFA) Charterholder certification from the CFA Institute, which they obtained in June 2020.

Location

Bristol, United Kingdom

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Isio Services

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Isio Services renders pension advice, retirement planning, investment management, consulting, wealth management and financial services.


Employees

501-1,000

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