Investment Analyst/associate Consultant

3 weeks ago

Cape Town, South Africa STACK Recruitment Services Full time

**Job Title: Investment Analyst**

**Location: Bellville**

**Perm/Contract**: **Perm**

**The overall purpose of the role**

Working alongside Senior/Principal investment consultants, by providing investment consulting services. Growing and managing a portfolio of clients, monitor the investment strategy of existing clients and ensure alignment to the overall consulting strategy.

Retention of existing business and optimal growth of existing and new client accounts. Preparing and updating investment feedback presentations, proposal documents, investment strategies, due diligence documents and any other investment related documents.

**Key responsibilities**
- Ensure strong relationship with trustees/management committees and clients to reduce business risk, ensure client retention and identify opportunities for new business
- Manage and deliver consulting and advice services according to contracted service levels
- Coordinate and draft investment strategy reviews, client investment presentations and attend client meetings to deliver investment performance reviews.
- Meet overall objectives by supporting team members (Principal Consultants, Senior Consultants and Consultants)
- Have a good understanding of regulatory requirements
- Draft and review the clients IPS's annually
- Be responsible for researching across all aspects of the investment universe.
- Responsible for client presentations on research findings and recommendations

**Qualification and Experience**
- Relevant 4 year degree (B.Com/B.Sci Investments, Economics, Finance, Investment, Actuarial Science, Mathematics/Statistics, or similar)
- 0-4 Years of relevant experience working in the investment consulting, manager research or asset management industry. Recent graduates are welcome to apply.

**Knowledge and Skills**
- Technical investment advice and support
- Client relationship management
- Knowledge of investment markets
- Must be able to build rapport when presenting and demonstrate a proactive approach to work and ability to face clients.

**Personal qualities**
- **Flexible and Adaptable** - Rebounding from setbacks and adversity when facing difficult situations.
- **Courage** - Stepping up to address difficult issues, saying what needs to be said.
- **Manages Complexity** - Demonstrated ability and proven record to make complex decisions.
- **Ensures Accountability** - Holding self and others accountable to meet commitments.
- **Plans and Aligns** - Planning and prioritising work to meet commitments aligned to organisational goals

**Core Competencies**
- **Cultivates Innovation** by creating new and better ways for the organisation to be successful.
- **Client Focus** - Building strong customer relationships and delivering customer-centric solutions.
- **Drives Results** - Consistently achieving results and meets deadlines, even under tough circumstances.
- **Collaborates** - Building partnerships and working collaboratively with others to meet shared objectives.
- **Resilience** - Rebounding from setbacks and adversity when facing difficult situations.

**Job Types**: Full-time, Permanent

**Education**:

- Bachelors (required)

**Experience**:

- investment consulting, manager research or asset management: 4 years (preferred)

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