Associate - Apex Investment Advisory
4 months ago
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
-
Analyst - Apex Investment Advisory
4 months ago
Cape Town, South Africa LRI Invest Full timeDescription Apex Investment Advisory **Job Description**: Job Title: Analyst **Salary**: Competitive + Benefits Division: Investment Advisory Location: Cape Town, South Africa About the Role The Analyst will be a core member of the Investment Advisory team, contributing to a variety of high-impact projects for institutional clients. The team provides...
-
Associate - Investment Advisory
4 months ago
Cape Town, South Africa LRI Invest Full timeDescription **Job Description**: Job Title: Associate: Investment Advisory Division: Investment Consulting Location: South Africa, Cape Town About the Role The Associate will be a core member of the investment advisory team and will assist with a variety of high-impact projects for institutional clients. The team provides a full range of advisory and...
-
Investment Analyst
1 month ago
Cape Town, South Africa Consulting and Advisory Business Full timeNAME OF THE ROLE: INVESTMENT ANALYST/ASSOCIATE (CAPE TOWN) ROLE DESCRIPTION: This position is for an Investment Analyst/Associate with a respected Consulting and Advisory Business, with the goal of working towards an Investment Consultant position. KEY RESPONSIBILITIES: - Data mining - Revise investment strategies - Interact with various Asset...
-
Investment Associate
5 months ago
Cape Town, South Africa RPO Recruitment Full timeRPO Recruitment is seeking a highly motivated and detail-oriented Investment Associate to join our clients team. As an Investment Associate, you will work closely with our Investment Analysts and assist in the financial research and analysis of prospective investment opportunities. You will also be responsible for maintaining investment databases, preparing...
-
Investment Associate
2 weeks ago
Cape Town, Western Cape, South Africa Network Recruitment Full timeKey ResponsibilitiesAs an Investment Associate at Network Recruitment, you will be responsible for identifying and evaluating investment opportunities, overseeing due diligence, and negotiating terms. You will also provide strategic support to portfolio companies, helping them navigate growth and market challenges.Key SkillsInvestment management and...
-
Legal Associate, Law Reform Advisory
5 months ago
Cape Town, South Africa Clermont Group Full timeAbout Chandler Institute of Justice The Chandler Institute of Justice (CIJ) is a consulting firm that collaborates with African governments in leveraging the transformative power of law reform to enhance good governance and facilitate social mobility and inclusive economic development. CIJ is founded on the philosophy that, through concerted efforts and...
-
Investment Associate
2 weeks ago
Cape Town, Western Cape, South Africa Network Recruitment Full timeKey ResponsibilitiesAs a key member of our team, you will be responsible for identifying and evaluating investment opportunities, overseeing due diligence, and negotiating terms. You will also provide strategic, operational, and financial support to portfolio companies, helping them navigate growth and market challenges.Key Areas of FocusInvestment...
-
Investment Associate
4 months ago
Cape Town, South Africa CA Global Headhunters International Full time**Job Description**: **Reference Number: JA-SF 1** Arise is a leading, African Investment company backed by reputable cornerstone investors, namely Norfund, Norfinance, FMO and Rabobank. Arise partners with sustainable locally owned financial service providers in Sub-Saharan Africa to assist them in becoming industry leaders in their respective markets....
-
Finance Graduate
5 months ago
Cape Town, South Africa deVere Investment Full timeEXCLUSIVE AND UNIQUE OPPORTUNITY TO TRAIN IN INVESTMENT BANKING LOCATED IN MAURITIUS The deVere Group of companies is one of the world’s leading independent financial institutions offering clients across the globe the powerful combination of personal financial advice and innovative digital solutions. Founded in 2002 and now comprising of 97 different...
-
Finance Graduate
5 months ago
Cape Town, South Africa deVere Investment Full timeEXCLUSIVE AND UNIQUE OPPORTUNITY TO TRAIN IN INVESTMENT BANKING LOCATED IN MAURITIUS The deVere Group of companies is one of the world’s leading independent financial institutions offering clients across the globe the powerful combination of personal financial advice and innovative digital solutions. Founded in 2002 and now comprising of 97 different...
-
Investment Advisor
2 months ago
Cape Town, Western Cape, South Africa PPS Recruitment Full timeRole Overview:The primary objective of this position within our dynamic Wealth Advisory team is to cultivate and establish a portfolio of Wealth Clients by understanding their individual needs, aspirations, and risk management profiles. Client Relationship Management:Foster and sustain a close relationship with the wealth client, their family, and business...
-
Accounting Advisory Senior Manager
4 months ago
Cape Town, South Africa RPO Recruitment Full timeWe are looking for a reliable Accounting Advisory Senior Manager that will analyze everyday financial activities and subsequently provide advice and guidance to upper management on future financial plans. The goal is to enable the company's leaders to make sound business decisions and meet the company’s objectives. **Responsibilities**: - Provide...
-
Cape Town, Western Cape, South Africa Labournet Full timeJob Title: Investment Principal | Senior Investment AssociateWe are seeking an experienced Investment Principal to join our team at Labournet. As a key member of our investment team, you will be responsible for originating and executing investment opportunities in the private equity infrastructure sector.Key Responsibilities:Originate and evaluate investment...
-
Advisory Partner
1 week ago
Cape Town, South Africa The Recruitment Council Full timeJob Title: Advisory PartnerPurpose of the Role: The Advisory Partner is responsible for taking the organization''s service and product offerings to market while engaging with prospective and existing clients. This role requires a proactive approach to business development and a commitment to delivering exceptional financial solutions.Reporting Line:Reports...
-
Advisory Partner
1 week ago
Cape Town, South Africa The Recruitment Council Full timeJob Title: Advisory PartnerPurpose of the Role: The Advisory Partner is responsible for taking the organization''s service and product offerings to market while engaging with prospective and existing clients. This role requires a proactive approach to business development and a commitment to delivering exceptional financial solutions.Reporting Line:Reports...
-
Investment Manager Research Analyst
1 month ago
Cape Town, South Africa Consulting and Advisory Business Full time**NAME OF THE ROLE: INVESTMENT MANAGER RESEARCH ANALYST** **ROLE DESCRIPTION**: This position is for an Investment Manager Research Analyst with a respected Consulting and Advisory Business. **PURPOSE OF JOB**: The Investment Manager Research Analyst plays a vital role in providing research and analysis to internal business units, external clients, and...
-
Post Investment Management Senior Associate
2 weeks ago
Cape Town, Western Cape, South Africa Network Recruitment Full timeJob Title: Post Investment Management Senior Associate Job Summary: We are seeking a highly skilled and experienced Post Investment Management Senior Associate to join our team at Network Recruitment. The successful candidate will be responsible for managing and growing a portfolio of high growth, early stage impact investments for the Social Venture...
-
Investment Fund Operations Associate
2 weeks ago
Cape Town, Western Cape, South Africa Rory Mackie & Associates Full timeJob Title: Investment Fund Operations AssociateWe are seeking a highly motivated and detail-oriented Investment Fund Operations Associate to join our team at Rory Mackie & Associates. As a key member of our Fund Operations team, you will be responsible for overseeing the relationship with our Transfer Agent and ensuring the smooth execution of financial...
-
Specialist - Investment Compliance Support Services
5 months ago
Cape Town, South Africa LRI Invest Full timeDescription Specialist: Investment Compliance Support Services - Cape Town Summary of the position The ICSS (Investment Compliance Support Services) team reports both regulatory and bespoke mandate compliance breaches to clients daily on a post-trade basis, and provides the functionality to our clients for monitoring breaches on a pre-trade basis as well....
-
Post Investment Associate
4 months ago
Cape Town, South Africa Adzuna ZA B C2 Full timeAre you an experienced investment professional with a passion for driving sustainable growth and impact? Our distinguished client, a premier Development Finance Institute (DFI), is seeking an exceptional Post Investment Associate to join their dynamic team. If you possess a wealth of deal-making experience and a knack for post-investment diligence and...