Job Description
About the Role
We are seeking an experienced Senior Investment Consultant to lead strategic client engagements and influence investment outcomes across institutional portfolios. As a seasoned investment professional, you will be responsible for delivering high-impact advisory solutions that drive business growth and client satisfaction.
Key Responsibilities
- Lead and manage client relationships across pension, insurance, and institutional mandates
- Mentor junior consultants and contribute to business development and proposal preparation
- Work closely with research, systems, and reporting teams to enhance client deliverables
- Support the integration of proprietary systems and automation tools into consulting workflows
- Coordinate manager transitions, rebalancing, cash flows, and compliance monitoring
- Present performance, market insights, and recommendations to Boards and Committees
- Conduct ALM studies, strategic asset allocation, and manager research across asset classes
- Develop tailored investment strategies aligned with client objectives and guidelines
Requirements
- Honours degree in Actuarial Science, Investment Management, Finance, Economics, or a related field (CFA/CAIA advantageous)
- 10+ years of experience in investment consulting or institutional asset management
- Experience in strategic asset allocation, manager selection, portfolio evaluation, and client advisory
- Exposure to ALM modelling, reporting systems, actuarial frameworks, or LDI advantageous
- Proficiency in Excel & PowerPoint (R, Python, or Power BI advantageous)
- Strong quantitative, analytical, and regulatory knowledge (Reg 28, SAM, and ESG integration)
Qualifications
- No specific qualifications mentioned
Salary & Benefits
- No salary information provided
How to Apply
Click the green “Go Apply” button below to apply directly online with the employer.
About Accounting / Finance Jobs in ZA
In the South African job market, Accounting and Finance positions are in high demand across various industries. Typically, these roles require a strong foundation in financial management, planning, and analysis. Generally, professionals with expertise in accounting and finance are sought after to support businesses in making informed decisions.
When it comes to salary expectations for Accounting and Finance roles in South Africa, it’s common for entry-level positions to start within the R300 000 – R500 000 per annum bracket. As one gains experience, salaries can increase to R800 000 – R1 200 000 or more, depending on factors such as company size, industry sector, and individual performance. However, it’s essential to note that these are broad ranges and actual salaries may vary significantly.
Common skills required for Accounting and Finance roles in South Africa include proficiency in financial software (e.g., Xero, Sage), strong analytical and problem-solving skills, attention to detail, excellent communication and interpersonal skills, and the ability to interpret financial data. Typically, candidates with a degree in Accounting or a related field are preferred, although experience and certifications can also be valuable.
The accounting and finance industry is diverse and can be found across various sectors, including financial services, technology, manufacturing, and more. In general, companies in these industries require professionals who can provide expertise on financial planning, budgeting, and forecasting. Often, these roles involve working closely with management to develop and implement financial strategies.
For those interested in pursuing a career in Accounting or Finance, there are several career progression paths available. Typically, entry-level positions lead to senior finance or accounting roles, such as financial controller or accountant manager. With experience and further education, professionals can move into leadership positions, including chief financial officer (CFO) or equivalent.
This information provides general career guidance. Actual salaries and requirements vary by employer.
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