Associate Investment Consultant

2 weeks ago

Cape Town, Western Cape, South Africa RisCura Full time
Applications Close 27 June 2024

Reports To:
Head of Consulting

Application Criteria:
Preferably B.Com or equivalent with a focus on investment studies / finance / similar. Open to other tertiary qualifications depending on experience and evidence of investment-related knowledge, adaptability and interests.

Purpose of Job:

This is a client-facing position.

These employees support Investment Consultants and / or Senior Investment Consultants in providing a professional and quality service to institutional clients.


Key Competencies, Skills and Attributes:

  • Client focused
  • Driven by and keep to timelines
  • Able to work under pressure and to multitask
  • Problem solving / solutions focused ability and mindset
  • Flexibility and adaptability to ensure delivery of outputs and to ensure that a high quality standard is maintained at all times
  • Selfdriven, determined and motivated
  • Professionalism in all interactions
  • Positive attitude to learning, growing and getting things done
  • Ability to work in a team and be able to work well independently
  • Willing to put in long hours when needed.
  • Time management and Project Management, and ability to make efficient use of core working hours.
  • The nature of the job means that a high level of resilience and emotional maturity is required
  • Commitment to learning and development
  • Authentic and engaging with a strong ability to communicate
  • Wellpresented and articulate
  • Results driven and outcome focused
  • Take accountability and display an unwavering sense of responsibility

Key Responsibilities:

  • Gain a thorough understanding of client requirements, plan for delivery and then project manage the deliverables for clients to deadline
  • Support more senior consultants in client engagement and delivery by performing a range of required investment and client servicerelated tasks including:
  • Meeting note taking
  • Preparing and attending presentations as required
  • Coordinating and preparing client output
  • Performing investmentrelated calculations and analysis
  • Checking investment reports and returns for accuracy
  • Considering client investment strategy and monitoring alignment of client portfolio with strategy, tactical views, and regulation
  • Ad hoc teamrelated outputs
  • Administrative, operational and recordkeeping tasks
  • Key client contact for daytoday requirements
  • Produce a variety of outputs for clients as defined in the client requirements. Outputs can be technical, administrative, qualitative and operational in nature
  • Collaborate with other consultants to strategize on client deliverables, ensure best quality solutions and to plan for deliverables and timelines
  • Collaborate and engage with colleagues in other departments to request work deliverables, to access information and to gain support for task completion
  • Gaining, maintaining and enhancing an indepth understanding of investments and markets
  • When required, present at internal and external meetings, including being able to step in in a standalone capacity at a clientmeeting, to present and run a client reportback or training session, if required on an adhoc basis
  • As consulting team member:
  • Collaborate with the Consulting Operations manager and Head of Consulting to create frameworks, methodologies and processes for consulting

Other Key Relationships:

Key clients contact for day-to-day requirements
Frequent interaction with Head of Consulting, Consulting Operations Manager, the consulting team and intentionally investing in relationships with team members and key co-workers
Build and maintain a strong working relationship with clients from a service delivery and daily interaction perspective
Building good working relationships with members of other teams, including, but not limited to, Investment Research, Asset Allocation, Administration, Reporting
Building and maintaining a network of relevant industry contacts

_ EE disclaimer:

RisCura complies with the Employment Equity Act and will fill all roles in accordance with our Employment Equity strategy and to the specification of the business area.

_

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