Client Advisory & Relationship Management Lead and manage client relationships across pension, insurance, and institutional mandates Develop and implement tailored investment strategies aligned with client objectives Present investment performance, market updates, and recommendations at board and committee meetings Draft and maintain Investment Policy Statements (IPS) and governance documentation Investment Strategy & Research Conduct asset-liability modelling (ALM) and strategic asset allocation analysis Perform manager research and due diligence across multiple asset classes Evaluate portfolio performance using attribution, risk analysis, and benchmarking Contribute to macroeconomic outlooks and tactical asset allocation recommendations Implementation & Oversight Coordinate manager transitions, cash flows, and rebalancing strategies Monitor mandate compliance, investment risk, and governance adherence Support integration of proprietary systems and automation tools into consulting workflows Liaise with reporting and operations teams for timely and accurate client reporting Leadership & Collaboration Mentor and review work of junior consultants and analysts Collaborate with internal teams to enhance client service delivery Contribute to new business development through RFPs, tenders, and proposals Participate in internal committees, including economic and tactical asset allocation discussions Skills & Experience Exceptional communication and presentation skills for board-level engagements Strong client management, interpersonal, and leadership abilities Advanced analytical and problem-solving skills with proficiency in Excel and PowerPoint; knowledge of R, Python, or Power BI is a plus Solid understanding of investment regulations (e.g., Regulation 28, SAM) and ESG integration Experience in performance attribution, ALM modelling, and strategic asset allocation Qualifications Honours degree in Actuarial Science, Finance, Economics, or related field CFA/CAIA or actuarial progress advantageous Minimum 510 years in investment consulting or institutional asset management with proven expertise in manager selection and client advisory Apply now!

Client Advisory & Relationship Management Lead client relationships across pension, insurance, and institutional mandates Develop and implement tailored investment strategies aligned with client objectives Present investment performance, market updates, and strategy recommendations at board and committee meetings Draft and maintain Investment Policy Statements (IPS) and related governance documentation Investment Strategy & Research Conduct asset-liability modelling (ALM) and strategic asset allocation analysis Perform manager research and due diligence across multiple asset classes (equity, fixed income, alternatives, offshore) Evaluate portfolio performance using attribution, risk analysis, and peer benchmarking Contribute to macroeconomic outlooks and tactical asset allocation recommendations Implementation & Oversight Coordinate manager transitions, cash flows, and rebalancing strategies Monitor mandate compliance, investment risk, and governance adherence Support the integration of NACs proprietary systems and automation tools into client consulting workflows Liaise with reporting and operations teams to ensure timely and accurate delivery of client reports Leadership & Collaboration Mentor and review the work of junior consultants and analysts Collaborate with Manager Research, Systems Development, and Reporting teams to enhance client service delivery Contribute to new business development by preparing and reviewing RFPs, tenders, and proposals Participate in internal committees, including the Economic and Tactical Asset Allocation (TAA) Committee Skills & Experience: Excellent written and verbal communication, including presentation to boards and committees Strong client management and interpersonal skills Ability to work independently and collaboratively in a multi-disciplinary environment Proactive mindset, with strong problem-solving and leadership abilities Proficiency in Excel and PowerPoint; working knowledge of R, Python, or Power BI advantageous Strong quantitative and analytical skills, with ability to interpret complex financial data Familiarity with Regulation 28, SAM, and other local investment regulatory frameworks Experience with performance attribution, ALM modelling, or ESG integration desirable Qualifications: Honours Degree in Actuarial Science, Investment Management, Finance, Economics, or related field CFA/CAIA/AMASSA/TASSA progress advantageous Minimum 510 years of experience in investment consulting or institutional asset management Proven experience in strategic asset allocation, manager selection, and client advisory Exposure to actuarial modelling, investment reporting systems, or LDI frameworks advantageous For more information contact: Recruitment Consultant: