Description:
Join a forward-thinking investment advisory environment offering a tech-enabled, data-driven approach to institutional consulting. This opportunity is ideal for a Senior Investment Consultant who enjoys steering client strategy, working with sophisticated investors, and contributing to a modern consulting model supported by automation and advanced systems.Youll work alongside a team of specialists, contribute to developing cutting-edge solutions, and play a key role in mentoring emerging talent. If youre looking for meaningful client impact, professional growth, and exposure to high-level strategic workthis is the role for you.
Duties:
- 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.
Required:
- 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.
- Exposure to ALM modelling, investment systems, reporting tools, or LDI frameworks beneficial.
Skills:
- 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.
19 Dec 2025;
from:
gumtree.co.za