Principal Investment Consultant

3 weeks ago

Johannesburg, South Africa TalentCru Full time

Are you ready to take your career to the next level? We are seeking an experienced and dynamic Principal Investment Consultant to join our elite investment consulting team. In this role, you'll leverage your deep knowledge of best practices to provide top-tier investment consulting services to our diverse range of institutional clients. Your expertise will guide strategic asset allocation, portfolio construction, and investment strategy formulation.

  • Education: Relevant bachelor’s degree in Finance, Economics, or Actuarial Science (Honors preferred). Advanced degrees or certifications such as CAIA, CFA, or MCom are advantageous.
  • Accreditations: FAIS Accreditation / RE 5 (not working under supervision).
  • Experience: 7-10 years of experience in roles such as Principal Investment Consultant, Senior Investment Consultant, Investment Actuary, Investment Specialist, Senior Client Investment Specialist, or Portfolio Manager.
  • Language Skills: Multi-lingual capabilities are advantageous.

Non-Negotiables:

  • Institutional Experience: Proven experience dealing with pension funds or other institutional clients on investment matters, including providing feedback and discussing performance attribution or consulting on investment matters.
  • Client Portfolio Management: Ability to manage a large portfolio of clients independently with support from associate investment consultants or investment consultants.
  • Market Insight: Solid understanding of investment markets and experience dealing with local asset managers, including assessing their strengths and weaknesses.
  • Portfolio Construction: Strong understanding of portfolio construction principles.
  • Analytical Skills: Excellent numerical and critical thinking skills.
  • Attention to Detail: High attention to detail and a focus on delivery.
  • Relationship Management: Capability to manage complex board relationships.
  • FAIS Experience: Appropriate FAIS category experience, operating independently (not under supervision).
  • Independent Advisory Role: Provide strategic investment advice and oversee its implementation for a broad spectrum of institutional clients, including retirement funds, medical schemes, corporations, trusts, and mining rehabilitation funds.
  • Technical Excellence: Deliver high-quality technical investment advice and client service excellence to institutional clients.
  • Regulatory Awareness: Stay updated with regulatory and economic changes and assess their impact on client portfolios.
  • Asset Manager Insight: Understand the asset manager landscape, including alternative asset classes and global investment strategies.
  • Clear Communication: Present complex investment concepts clearly to clients with varying levels of understanding.
  • Tailored Advice: Customize investment advice and service delivery to meet the diverse objectives and sophistication levels of clients.
  • Team Collaboration: Contribute to team discussions, share insights, and participate in investment decision-making.
  • Analytical Skills: Conduct quantitative and qualitative analyses on client portfolios to identify improvement areas.
  • Risk Management: Assess and manage the impact of market or regulatory changes on client portfolios.
  • Client Fairness: Uphold the principles of Treating Customers Fairly.
  • Coordination: Facilitate and coordinate work across internal departments.
  • Continuous Improvement: Commit to self-development and adherence to standard procedures and best practices.
  • Risk Awareness: Maintain a strong awareness of risks and manage them effectively.

  • Principal Investment Consultant

    3 weeks ago

    Johannesburg, South Africa Adcorp Holdings Full time

    **Synopsis** Are you ready to take your career to the next level? We are seeking an experienced and dynamic **Principal Investment Consultant** to join our elite investment consulting team. In this role, you'll leverage your deep knowledge of best practices to provide top-tier investment consulting services to our diverse range of institutional clients. Your...

  • Principal Investment Consultant

    3 weeks ago

    Johannesburg, South Africa TalentCru Full time

    Are you ready to take your career to the next level? We are seeking an experienced and dynamic Principal Investment Consultant to join our elite investment consulting team. In this role, you'll leverage your deep knowledge of best practices to provide top-tier investment consulting services to our diverse range of institutional clients. Your expertise will...

  • Principal Investment Consultant

    3 weeks ago

    Johannesburg, South Africa Adzuna ZA B C2 Full time

    Are you ready to take your career to the next level? We are seeking an experienced and dynamic Principal Investment Consultant to join our elite investment consulting team. In this role, you'll leverage your deep knowledge of best practices to provide top-tier investment consulting services to our diverse range of institutional clients. Your expertise...

  • Principal Investment Consultant

    2 weeks ago

    Johannesburg, Gauteng, South Africa TalentCru Full time

    Are you ready to take your career to the next level? We are seeking an experienced and dynamic Principal Investment Consultant to join our elite investment consulting team. In this role, you'll leverage your deep knowledge of best practices to provide top-tier investment consulting services to our diverse range of institutional clients. Your expertise will...

  • Principal Investment Consultant

    2 weeks ago

    Johannesburg, Gauteng, South Africa Adcorp Holdings Full time

    SynopsisAre you ready to take your career to the next level? We are seeking an experienced and dynamic Principal Investment Consultant to join our elite investment consulting team. In this role, you'll leverage your deep knowledge of best practices to provide top-tier investment consulting services to our diverse range of institutional clients. Your...

  • Investment Consultant

    2 weeks ago

    Johannesburg, Gauteng, South Africa Investment Management Full time

    We require investment savvy professionals to assist with the development of a new Investment startup geared towards the benefit of society. If you are a seasoned professional wanting to contribute positively towards an investment vehicle that will engage in projects and investments that lay the foundation for a sustainable society please contact us. We will...

  • Investment Business Consultant

    4 weeks ago

    Johannesburg, South Africa Featherway Full time

    Investment Business ConsultantLocation: JohannesburgReporting to: Francise principalRemuneration: R 30 000 – R40 000 with commissionStart Date: February / March 2024 We are looking for a highly presentable Investment Business Consultant to join our team. Investment knowledge of on and offshore products along with marketing and sales experience as well as...

  • Investment Business Consultant

    3 months ago

    Johannesburg, South Africa Featherway Full time

    Investment Business ConsultantLocation: JohannesburgReporting to: Francise principalRemuneration: R 30 000 – R40 000 with commissionStart Date: February / March 2024 We are looking for a highly presentable Investment Business Consultant to join our team. Investment knowledge of on and offshore products along with marketing and sales experience as well as...

  • Investment Principal

    2 weeks ago

    Johannesburg, Gauteng, South Africa Six Sense Full time

    Gauteng, JHB - Northern Suburbs Annually Cost To Company (Market related)A well-established financial services business is seeking to appoint a Investment Principal - Third Party Fund RaiserQualifications: Minimum of Bachelor's Degree in Finance or Economics, or related field. Post graduate degrees such as Masters in the same field, CA (SA), certifications...

  • Investment Consultant

    3 weeks ago

    Johannesburg, South Africa Momentum Distribution Services Full time

    **Introduction** Momentum, a financial services provider of choice since 1966, known for its entrepreneurial spirit and innovative culture is committed to wealth creation and preservation, insurance, and income protection for all our clients. We do this through our understanding of the retail insurance, savings, and investment markets in SA. **Role...

  • Investment Consultant

    1 week ago

    Johannesburg, South Africa FirstRand Full time

    Job Description To build out a FAIS advisory and provide appropriate risk and investment advice for clients, adhering to FAIS compliance requirements - Achieve key performance indicators as determined by the business - Develop tactical plans to drive revenue growth - Develop consulting frameworks and assess opportunity set for markets - Determine what...

  • Associate Principal

    2 weeks ago

    Johannesburg, Gauteng, South Africa Edge Growth Full time

    Job purposeCore activitiesDeal origination Build and maintain a network of deal sources within the early stage investment ecosystem that regularly introduce high quality opportunities into the fund's pipeline.Deal evaluation Manage a pipeline of potential investments at different stages of the screening process and support team members in managing their...

  • Investment Consultant

    2 weeks ago

    Johannesburg, Gauteng, South Africa FirstRand Full time

    Job DescriptionTo build out a FAIS advisory and provide appropriate risk and investment advice for clients, adhering to FAIS compliance requirements Achieve key performance indicators as determined by the business Develop tactical plans to drive revenue growth Develop consulting frameworks and assess opportunity set for markets Determine what research and...

  • Principal Consultant, Business Performance

    2 weeks ago

    Johannesburg, Gauteng, South Africa Mac Consulting Group Full time

    Principal Consultant, Business Performance (Procurement)Johannesburg, South Africa | Posted on 03/26/2024 MAC Consulting ishiring for a Principal Consultant with expert knowledge of procurement andsupply chain. This individual will be responsible for general consulting todeliver across a range of Business Performance projects. KeyResponsibilities: Support...

  • Principal Consultant

    2 weeks ago

    Johannesburg, Gauteng, South Africa ERM Group Full time

    Principal ConsultantLocation: Johannesburg, Cape Town or DurbanERM is seeking an experienced Principal Consultant to perform the role of technical focal point (TFP) for a large program of downstream work for a multinational Oil & Gas client. As the TFP, you will guide the preparation of client deliverables (proposals, strategy documents, reports, etc.)...

  • Principal

    4 weeks ago

    Johannesburg, South Africa De Beers Group of Companies Full time

    **Company Description - NB - This role can be based in South Africa, UK or Australia.** With headquarters in London, UK, and operations located throughout the world, Anglo American is truly global. We employ more than 60,000 colleagues worldwide and run mining operations across Southern Africa, North and South America and Australia. Within Anglo American,...

  • Dealer Principal

    3 weeks ago

    Johannesburg, South Africa GAP Consulting Full time

    Gauteng, JHB - Southern Suburbs - Motor Retail - Admin Dept - R 90 000 - R110 000 Monthly - Job ref: GP022785/JH - Vacancy type: Permanent SHIFTINTOHIGHCAREER by joining a Dealership that seeks the expertise of a Dealer Principal **Minimum Requirements** - Must have a minimum of 5 years Dealer Principal experience within the Motor Industry - Grade 12...

  • Principal Education Solution Consultant

    2 weeks ago

    Johannesburg, Gauteng, South Africa Oracle Full time

    Principal Education Solution Consultant-22000FWVApplicants are required to read, write, and speak the following languages: EnglishPreferred QualificationsOracle UniversityAbout the roleAs a Principal Education Solution Consultant you will be responsible for providing presales functional support to prospective clients and customers while ensuring customer...

  • Dealer Principal

    3 weeks ago

    Johannesburg, South Africa GAP Consulting Full time

    Gauteng, JHB - Northern Suburbs - Motor Retail - Admin Dept - R 75 000 - R 85 000 Monthly - Job ref: GP021598/TdS - Vacancy type: Permanent SHIFTINTOHIGHCAREER to a long established and highly successful Dealer who requires the services of a Dealer Principal **Minimum Requirements** - Must have at least 3 to 5 years Dealer Principal experience within the...

  • Dealer Principal

    1 week ago

    Johannesburg, South Africa GAP Consulting Full time

    Gauteng, JHB - Eastern Suburbs - Motor Retail - Admin Dept - R R 60 000 - RR 90 000 Monthly - Job ref: GP022881/LTH - Vacancy type: Permanent SHIFTINTOHIGHCAREER by joining a Dealership that seeks the expertise of a Dealer Principal **Minimum Requirements** - Must have a minimum of 5 years Dealer Principal experience within the Motor Industry - Grade 12...