Associate - Apex Investment Advisory

5 months 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



  • Cape Town, South Africa LRI Invest Full time

    Description 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...


  • Cape Town, South Africa LRI Invest Full time

    Description **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...

  • Product Owner

    5 days ago


    Cape Town, South Africa APEX Group Full time

    Product Owner - Investment Operations (Data Integration) Apply locations: Cape Town, Apex House time type: Full time posted on: Posted Yesterday job requisition id: JR-0006556 The Apex Group was established in Bermuda in 2003 and is now one of the world’s largest fund administration and middle office solutions providers. Our business is unique in...

  • Investment Analyst

    2 months ago


    Cape Town, South Africa Consulting and Advisory Business Full time

    NAME 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

    6 months ago


    Cape Town, South Africa RPO Recruitment Full time

    RPO 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...


  • Cape Town, South Africa APEX Group Full time

    Senior Fund Accountant - UK Fund Reporting (SA) Location: Cape Town, Apex House Time Type: Full time Posted on: Posted Yesterday Job Requisition ID: JR-0004785 The Apex Group was established in Bermuda in 2003 and is now one of the world’s largest fund administration and middle office solutions providers. Our business is unique in its ability to...


  • Cape Town, South Africa Clermont Group Full time

    About 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...

  • Finance Graduate

    6 months ago


    Cape Town, South Africa deVere Investment Full time

    EXCLUSIVE 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...

  • (15h Left) Manager

    5 days ago


    Cape Town, South Africa APEX Group Full time

    Manager - Company Secretary Apply Locations: Cape Town, Apex House Time Type: Full time Posted On: Posted Yesterday Job Requisition ID: JR-0007556 The Apex Group was established in Bermuda in 2003 and is now one of the world’s largest fund administration and middle office solutions providers. Our business is unique in its ability to reach globally,...

  • Finance Graduate

    5 months ago


    Cape Town, South Africa deVere Investment Full time

    EXCLUSIVE 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...


  • Cape Town, South Africa APEX Group Full time

    Senior Fund Accountant - Hedge Funds Apply locations: Cape Town, Apex House Time type: Full time Posted on: Posted Yesterday Job requisition id: JR-0007544 The Apex Group was established in Bermuda in 2003 and is now one of the world’s largest fund administration and middle office solutions providers. Our business is unique in its ability to reach...

  • Senior Administrator

    3 weeks ago


    Cape Town, South Africa APEX Group Full time

    Senior Administrator - Transfer Agency Locations: Cape Town, Apex House Time Type: Full time Posted on: Posted Yesterday Job Requisition ID: JR-0007760 The Apex Group was established in Bermuda in 2003 and is now one of the world’s largest fund administration and middle office solutions providers. Our business is unique in its ability to reach...


  • Cape Town, South Africa RPO Recruitment Full time

    We 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 Sagen Advisory Full time

    Seeking a highly skilled Financial Planning Associate to join Sagen Advisory Recruitment in Durbanville, Cape Town. This dynamic role requires a strong passion for growth, teamwork, and mentorship, along with excellent attention to detail, prompt action, and a hunger for financial analytics. Key responsibilities include new business administration, managing...


  • 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...


  • Cape Town, South Africa LRI Invest Full time

    Description 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....


  • Cape Town, South Africa LRI Invest Full time

    Description Administrator: Setup and Configuration Services Apex is a privately owned international Group providing multi-jurisdictional administration services, advisory services and fiduciary services to institutional, corporate and private clients. Apex provides the highest levels of expertise and competence, working in a way that is uniquely personal,...


  • Cape Town, South Africa Moore Recruitment Full time

    **Job Advert Summary**: **Main Purpose of Position**: The primary focus of the role will be to provide tax advisory services to clients (corporates and high net worth individuals) as part of a close knit, highly motivated and ambitious team of consultants. **Minimum Requirements**: **Experience and Skills Required**: - Completion of SAICA training...


  • Cape Town, South Africa LRI Invest Full time

    Description About Apex Apex Group Ltd. is a global financial services provider. With over 80 offices in 38 countries worldwide and more than 10,000 employees, Apex Group delivers an expansive range of services to asset managers, financial institutions, private clients and family offices. The Group has continually improved and evolved its capabilities to...


  • Cape Town, Western Cape, South Africa Sagen Advisory Full time

    We are seeking a motivated and ambitious Wealth Management Consultant to join our team at Sagen Advisory. As a leading wealth management business, we offer a unique opportunity to build a career in a rapidly expanding industry.This exciting role will provide you with the opportunity to work with a diverse range of clients, from individuals to corporate...