Investment Consultant Sandton

Efficient Frontier Recruitment • Other • Sandton, Gauteng, Wes-Kaap, South Africa • $300 - $400 / year • 2h ago

Introduction

Established top investment solutions firm has an exciting client-facing opportunity available for a young investment professional to take responsibility for a portfolio of institutional clients and provide a comprehensive investment consulting service to these clients.

The firm is specifically seeking an investment technically strong individual, who would be able to perform investment consulting analysis/calculations/modelling herself/himself, if need be.

Duties & Responsibilities

Deliver high quality client service and build deep relationships with clients, advisors and other stakeholders.
Create, review and update investment manager research for distribution to a wide audience, including clients and prospective clients.
Draft and review clients’ IPS and manage clients’ investment strategy design.
Design and draft client investment presentations and attend client meetings/roadshows to deliver economic, investment performance and investment strategy feedback.
Manage delivery of accurate investment reports for client meetings.
Respond to ad hoc data and analytical requests from clients.
Do ad hoc investment research and distribute to clients.
Manage scope of services with each client according to the signed SLA.
Ensure CRM system is kept up to date.
Assist in building technical/quantitative investment models.
Form part of the tactical asset allocation, asset manager review and portfolio construction committees.
Attend feedback and manager review meetings and give input from a client perspective to the investment research team.
Collaborate in the development or testing of new analytical software.

Desired Experience & Qualification

Investment-specific, or Actuarial degree with more than 4 years’ relevant investment experience.
CFA Charter or studying towards, strongly preferred.
Applicable fit & proper industry certifications.
Strong performance analysis, quantitative, logical, and problem-solving abilities.
Excellent written and verbal communication skills.
Ability to work independently and in a team, under severe pressure on multiple projects and competing deadlines.
Accuracy and attention to detail crucial.
A keen interest in investment markets, investment theory and economics.