Investment Consultant

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...

**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...

**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...

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...

Our client seeks a dynamic and driven Investment Consultant with a passion for business development, client engagement, and investments. The ideal candidate will have a solid understanding of the financial intermediaries landscape and a business owners mindset. Key Responsibilities: Service IFAs, DFMs, multi-managers, and other financial intermediaries...

Manage the company’s financial planning. - Plan and perform risk management duties. - Analyze and manage the organization’s liabilities and investments. - Plan, implement and manage investment strategies. - Manage fundraising plans and capital structure. - Determine finance KPIs. - Track and ensure cash flow is appropriate and sustainable. - Supervise...

-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 Purpose The...

**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...

-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 Purpose The...

Description of role/Main duties: - Provide ongoing investment support, monitoring and reporting to clients - Advising clients on the appointment of asset managers and portfolio construction, taking into account our asset manager research - Monitoring of clients’ investment strategies - Positioning of portfolios with reasoning, reflecting opinion of...

**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...

**Onboarding Consultant**: - financial services / investment services The position requires an experienced and suitably qualified Service and Support Agent who is accountable, well spoken, and client service driven. Must have experience in the investment industry and have financial advisory or brokerage experience. Our client is based in...

**Sales Consultant** - Will be seeing ready-set appointments with interested prospects. - Build relationships with clients and generate referrals. - Generate leads. - Sell and market the company's products and services. - Complete all sales paperwork and liaise with the office daily. - Perform any other related functions as required by the business to meet...

**Service and Support Consultant - Must have Financial Advisor or Brokerage experience in the Investment Industry** The position requires an experienced and suitably qualified Service and Support Agent who is accountable, well spoken, and client service driven. Must have experience in the investment industry and have financial advisory or brokerage...

Key Responsibilities: - Assist in researching, analyzing, and recommending investment opportunities. - Support portfolio monitoring and reporting. - Develop and interpret financial models, including advanced macros. - Conduct financial analysis and provide insights into performance variances. - Identify and support deal origination, assisting in key...

Our client is looking for a Investment Specialist. The Investment Specialist will support a range of project types relating to portfolio companies, including operational efficiency, environmental & social sustainability and optimal reporting. **Responsibilities**: - Manage the identification and evaluation of relevant technical assistance ("TA") projects...

Our client is looking for a Investment Specialist. The Investment Specialist will support a range of project types relating to portfolio companies, including operational efficiency, environmental & social sustainability and optimal reporting. **Responsibilities**: - Manage the identification and evaluation of relevant technical assistance (“TA”)...

We have a 6-month contract available for an experienced Payment Processing Consultant - Corporate investment banking, for one of the TOP banks in S.A. Able to start immediately with new employment. **Responsibilities**: - Capturing of financial transactions on banking system - Forex - Domestic Treasury - BANCS V5 - Entry and query box monitoring -...

Responsibilities: - Evaluate all funding proposals that align to strategic priorities by assessing the social investment case for each, analyzing data and crafting recommendations that highlight risks (e.g. programmatic, financial, compliance, reputational) and opportunities, and submit these for review. - Participate in programme-specific social investment...

**Job purpose** **Reports to**:Chief Investment Officer **Reportees (position)**:Senior Investment Associates or Associate Principals **Core Activities** **Deal 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...