Investment / Asset Consultant

2 weeks ago

Cape Town, Western Cape, South Africa Efficient Frontier Recruitment Full time

Established top investment solutions firm has an exciting client-facing opportunity available for a young investment professional to take responsibility for a portfolio of clients and provide a comprehensive investment consulting service to these clients.


The firm is specifically seeking an investment technically strong individual, who would be able to perform investment consulting analysis/calculations/modelling herself/himself, if need be.


Key responsibilities include:

  • Deliver high quality client service and build deep relationships with clients, advisors and other stakeholders.
  • Create, review and update investment manager research for distribution to a wide audience, including clients and prospective clients.
  • Draft and review clients' IPS and manage clients' investment strategy design.
  • Design and draft client investment presentations and attend client meetings/roadshows to deliver economic, investment performance and investment strategy feedback.
  • Manage delivery of accurate investment reports for client meetings.
  • Respond to ad hoc data and analytical requests from clients.
  • Do ad hoc investment research and distribute to clients.
  • Manage scope of services with each client according to the signed SLA.
  • Ensure CRM system is kept up to date.
  • Assist in building technical/quantitative investment models.
  • Form part of the tactical asset allocation, asset manager review and portfolio construction committees.
  • Attend feedback and manager review meetings and give input from a client perspective to the investment research team.
  • Collaborate in the development or testing of new analytical software.

Requirements:

  • Investmentspecific, or Actuarial degree with more than 4 years' relevant investment experience.
  • CFA Charter or studying towards, strongly preferred.
  • Applicable fit & proper industry certifications
  • Strong performance analysis, quantitative, logical, and problemsolving abilities.
  • Excellent written and verbal communication skills.
  • Ability to work independently and in a team, under severe pressure on multiple projects and competing deadlines.
  • Accuracy and attention detail crucial.
  • A keen interest in investment markets, investment theory and economics.

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