2026 US Graduate Program: Client Solutions Group Team
Insight InvestmentAbout the role
Please note, candidates can only apply for one graduate program across all of our divisional programs.
About Insight Investment:
Insight Investment is a leading asset manager focused on designing investment solutions to meet its clients’ needs. Founded in 2002, Insight’s collaborative approach has delivered both investment performance and growth in assets under management. Insight managed £626.2bn of assets as at 30 December 2024 across its core liability driven investment, risk management, full-spectrum fixed income and currency capabilities. Insight has a clear mission and purpose to offer investors a different approach to achieving their investment goals; one that prioritises the certainty of meeting investors’ chosen objectives in contrast to the traditional focus on maximising return and minimising volatility. Insight operates across the globe with a presence in the US, UK, Ireland, Germany, Japan and Australia; and is a subsidiary of The Bank of New York Mellon Corporation (“BNY”) (NYSE:BK), the global financial services. company.
The business employs over 1,100 people including 275 investment professionals.
More information about Insight Investment can be found at: https://www.insightinvestment.com
Business Unit:
CSG provides the primary client engagement interface for Insight, offering expert input to investment strategy, sophisticated solution design, ongoing monitoring, reporting and all other client service activities. CSG’s activities are highly rated externally by clients and their advisers and Insight views CSG as a key competitive differentiator. CSG includes the following sub-teams and roles:
- Relationship Management Team: Our team of experienced client directors is responsible for developing relationships with institutional clients investing in any of the various strategies offered by Insight.
- Solution Design Team: Our team of solution designers provides expert input to clients’ investment strategy design and implementation. Solution designers typically tailor strategies to address the specific risk and return objectives of each client.
- Client Service Team: The client service specialists work alongside our client directors and solution designers to support the delivery of high-quality solutions and services directly to clients.
- Investment specialists: Our investment specialists support the portfolio managers for each product area, focussing on communicating key aspects of the strategy to clients including performance, positioning and outlook.
Role Overview:
This is a unique opportunity for a graduate looking to begin their career in the investment management industry, with an interest in client facing roles.
This role will provide broad exposure across Client Solutions Group (CSG) functional areas by supporting and working with a wide cohort of experienced colleagues. With proven success, you will have the opportunity to:
- Build networks and relationships across the organization
- Gain technical understanding and working knowledge of our business
- Take professional qualifications to support and complement business knowledge
- Establish the foundations in becoming Insight’s future leaders
- Additional opportunities for exposure and working with other functional teams
As part of this role, we will support pursuing the Chartered Financial Analyst (CFA) designation through learning materials, fee reimbursement, and study days for those that wish to pursue.
The role will report to a manager that oversees other recent graduates within CSG and there will be additional mentorship and coaching opportunities.
Role Responsibilities:
- Understand Insight products and strategies and how these can be tailored to clients
- Support discussions with clients, prospects and consultants to develop investment solutions
- Represent the technical aspects of the client’s investment strategy
- Help design solutions for new business proposals and supporting those discussions in prospect meetings
- Assist Relationship Managers to respond to ad hoc client queries
- Liaise with Portfolio Managers to develop appropriate portfolio management strategies
- Work with other members of the team on research projects, new solution design opportunities, strategy material, solution-based RFPs and thought pieces
Experience Required:
- Demonstrated interest in finance, investment management, and the broader investment industry
- Minimum 3.7 GPA (or equivalent) Ba
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