Description:
- Lead client engagements across pension, insurance, and institutional mandates.
- Deliver strategic investment advice, performance insights, and governance documentation.
- Conduct ALM studies, strategic asset allocation, and manager research across asset classes.
- Coordinate implementation activities such as transitions, rebalancing, compliance monitoring, and reporting oversight.
- Mentor junior consultants and collaborate with internal research, systems, and reporting teams.
- Honours Degree in Actuarial Science, Investment Management, Finance, Economics, or a related field.
- Progress toward CFA, CAIA, AMASSA, or TASSA advantageous. Experience:
- 510 years in investment consulting or institutional asset management.
- Strong background in strategic asset allocation, manager selection, and client advisory.
Advanced Excel and PowerPoint skills. Working knowledge of R, Python, or Power BI advantageous. Excellent communication, analytical capability, and board-level presentation experience. Familiarity with Regulation 28, SAM, and institutional investment regulatory frameworks. Strong interpersonal, problem-solving, and leadership abilities.
15 Nov 2025;
from:
gumtree.co.za