Associate - Apex Investment Advisory

2 weeks ago

Cape Town, South Africa LRI Invest Full time

Description

Apex Investment Advisory

**Job Description**:
Job Title: Associate

**Salary**: Competitive + Benefits

Division: Investment Advisory

Location: Cape Town, South Africa

About the Role

The Associate will be a core member of the Investment Advisory team, contributing to a variety of high-impact projects for institutional clients. The team provides a full range of advisory and investment services including strategic asset allocation, portfolio construction, manager selection, investment and operational due diligence, on-going portfolio monitoring, in addition to bespoke consulting advice and analytics. The team covers all asset classes with a specialist focus on alternative investments, including private markets, specifically private equity, private credit, infrastructure and real estate.

Key Tasks and Responsibilities
- Lead research initiatives on investment managers, funds, and the markets in which they operate, particularly focusing on private markets
- Collaborate on manager selection mandates for institutional clients, contributing substantially to both qualitative and quantitative analyses
- Contribute to both investment and operational due diligence on fund managers
- Deliver various reports, including due diligence reports, economic reviews and research pieces
- Support strategic asset allocation and portfolio construction exercises
- Develop expertise quickly on major sectors of interest to the investment community

Essential
- Minimum of 5 to 7 years’ relevant experience within alternative investments/ private markets
- Proven experience in managing and leading a small team, demonstrating effective leadership and mentorship skills
- Proven academic background, coupled with a consistent track record of high-performance and strong work ethic
- Excellent attention to detail
- Proficient in report writing and ability to communicate complex ideas
- Ability to complete projects on time and accurately
- Ability to work on multiple projects simultaneously and adjust to changing deadlines
- Ability to use initiative and work independently, while taking ownership
- Good verbal communication skills
- Strong analytical and quantitative skills
- Team player with the capability to work autonomously when required
- Demonstrated drive, energy, and ambition to achieve desired outcomes
- Proficiency in Microsoft Word, Excel and PowerPoint

Desirable
- Background in alternative investments, especially private markets (private equity, private credit, infrastructure, real estate)
- Previous experience in investment consultancy or asset management preferable
- Previous experience with screening fund manager databases
- Part-qualified professional qualifications such as the CFA and actuarial qualifications are welcomed

Eligibility

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