Are you an experienced investment professional with a passion for driving portfolio performance? We are seeking a
Senior Investment Consultant to join our leading team. If you have
multi-manager experience and hold a
CFA designation or are a
CA(SA) , we want to hear from you!
Position: Senior Investment Consultant
Location: Western Cape
Industry: Investment Management
Qualification: CFA preferred / CA(SA)
Experience: Multi-manager experience required
Key Responsibilities: - Provide expert investment advice and insights to clients, focusing on multi-manager portfolio strategies.
- Lead the design, implementation, and monitoring of investment solutions tailored to client needs.
- Conduct in-depth analysis of asset allocation, fund manager selection, and portfolio construction.
- Engage with clients to build long-term relationships and offer ongoing portfolio reviews and performance analysis.
- Stay up to date with market trends, economic developments, and new investment opportunities.
- Collaborate with internal teams to ensure the alignment of client portfolios with strategic goals.
- Prepare detailed investment reports and present recommendations to clients and stakeholders.
Requirements: - CFA designation (preferred) or CA(SA) qualification.
- Extensive multi-manager experience, with a solid understanding of portfolio management and asset allocation.
- Strong analytical skills, with the ability to evaluate fund managers and investment strategies.
- Excellent communication and client relationship management skills.
- Ability to work both independently and as part of a collaborative team.
What We Offer: - Competitive compensation package with performance-based incentives.
- The opportunity to work with leading investment professionals in a dynamic and fast-paced environment.
- Exposure to a diverse range of clients and multi-manager strategies.