Investment / Asset Consultant

4 months ago

Cape Town, 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**:

- Investment-specific, 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 problem-solving 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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