Job Description
Our client is a market-leading investment consultancy known for combining deep expertise with innovative, technology-enabled solutions. They are looking for a Senior Investment Consultant to lead client engagements, provide strategic guidance, and mentor the next generation of investment professionals. In this role, your insights will directly influence portfolio outcomes and client success.
What You’ll Do:
- Manage and advise institutional clients on investment strategy, risk, and asset allocation.
- Conduct research and analysis across multiple asset classes, including manager selection and performance evaluation.
- Prepare reports, investment policy statements, and presentations for Boards and Committees.
- Oversee portfolio implementation, compliance, and risk monitoring.
- Mentor junior team members and contribute to business development and internal initiatives.
What We’re Looking For:
- Honours Degree in Finance, Economics, Actuarial Science, Investment Management, or similar.
- 5–10 years’ experience in investment consulting or institutional asset management.
- Strong background in client advisory, portfolio analysis, and asset allocation.
- Advanced Excel and PowerPoint; familiarity with Python, R, or Power BI is a plus.
- Excellent communication, presentation, and stakeholder management skills.
- CFA/CAIA/AMASSA/TASSA progress is advantageous.
This is a chance to join a forward-thinking team, make an impact on institutional portfolios, and work in a collaborative, technology-enabled environment.
Apply now!
For more exciting Finance vacancies, please visit: www.********.co.za
I also specialize in recruiting in the following:
- Actuarial
- Data Analytics
- Product Development
- Pricing
- Valuations
- Market Risk
If you have not had any response in two weeks, please consider the vacancy application unsuccessful. Your profile will be kept on our database for any other suitable roles/positions.
For more information, contact:
Kholo Mongalo
Recruitment Researcher in Actuarial & Analytics
Connect with me on LinkedIn! www.********.co.za
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