Associate - Investment Advisory

2 weeks ago


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 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 infrastructure, real estate, private credit, and private equity.

Key Tasks and Responsibilities
- Research managers, funds, and the markets in which they operate, with a focus on private markets.
- Support manager selection mandates for institutional clients, contributing to both qualitative and quantitative analyses.
- Contribute to both investment and operational due diligence on fund managers.
- Report writing, comprising due diligence reports, economic reviews, and research pieces.
- Support on strategic asset allocation exercises.
- Developing expertise quickly on major sectors of interest to the investment community
- Local team management responsibilities (within 6 months to 1 year)

Essential
- Minimum of 5-7 years’ relevant experience within alternative investments/ private markets
- Excellent attention to detail
- Excellent report writing skills 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, taking ownership.
- Good verbal communication skills
- Good analytical and quantitative skills, including Microsoft Excel skills.
- Ability to work in a team environment but can work independently if necessary.
- Interest in investment consultancy
- Drive, energy and ambition to achieve results.

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
- Basic interest in quantitative software (eg Python)
- Proficient in Microsoft Word and PowerPoint
- Part-qualified professional qualifications such as the CFA and FIA are welcomed.

Eligibility



  • 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...

  • Investment Analyst

    4 weeks 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...


  • 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, Western Cape, South Africa Inukapartners Full time

    About the RoleInuka is collaborating with a leading infrastructure fund in Africa, focusing on investments in key sectors across the continent. This partnership drives economic growth and sustainable development. The fund is currently seeking an Associate to join their team in Cape Town, South Africa.Key ResponsibilitiesDevelop and interpret complex...

  • Investment Associate

    3 weeks 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 Belmar Personnel Full time

    **To service clients in Paarl** **You can work from Cape Town but expected to go to Paarl at least twice a month** **PURPOSE OF JOB** Contribute to the overall profitability of the business by assisting advisory partners with the supporting documentations and compliance requirements of existing and new clients. Ensuring a good knowledge of the administrative...


  • Cape Town, Western Cape, South Africa Origin Financial Group Full time

    Career Opportunity for Experienced Financial ExpertsAt Origin Financial Group, we take pride in delivering personalized solutions to cater to each individual client's unique financial requirements.We present an exciting opportunity for experienced financial experts to grow and develop their financial practice within our organization with a national...

  • Investment Associate

    3 weeks ago


    Cape Town, South Africa HR Genie Full time

    **INVESTMENT ASSOCIATE (Private Equity | Renewables / Energy / Infrastructure) Southern Suburbs, Cape Town** **Competitive Package on Offer!** **Our Client, a Global Private Equity firm is currently **seeking an Investment Associate to support their activities in Africa. With your strong financial modelling, project finance and process management skills...


  • Cape Town, South Africa Morningstar Full time

    We are looking for an Associate Investment Analyst to join our Multi Asset Portfolio Management team in Cape Town. You will contribute to the success of our multi asset portfolios by supporting portfolio managers responsible for managing multi asset model portfolios, managed portfolios and sub-advisory fund of funds for clients of financial advisers. You...


  • Cape Town, Western Cape, South Africa Inukapartners Full time

    About the CompanyThe company is a leading infrastructure fund in Africa that has raised significant capital over the past two decades. They focus on investments in key sectors across the continent, driving economic growth and sustainable development.Job DescriptionThe Associate will play a key role in transaction execution, financial modeling, and investment...


  • Cape Town, Western Cape, South Africa Inuka Partners Full time

    Inuka Partners is working with a leading infrastructure fund in Africa that has a significant presence across the continent, driving economic growth and sustainable development.Job DescriptionThe Project Finance Specialist will play a key role in transaction execution, financial modeling, and investment analysis. The ideal candidate will have a strong...


  • Cape Town, Western Cape, South Africa The Talent Experts Full time

    Career OpportunityJoin our team as a Wealth Management Associate and take on a challenging and rewarding role in the investment industry.You will contribute to the execution of banking and investment transactions with accuracy and timeliness.Key ResponsibilitiesMaintain accuracy and uphold deadlines in executing banking and investment transactions.Manage...

  • Investment Associate

    2 weeks 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....


  • 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...

  • Investment Associate

    2 weeks ago


    Cape Town, South Africa CA Global Headhunters International Full time

    **Job Description**: **Investment Associate (Transactions /** **Portfolio Monitoring / Analysis) - Cape Town, South Africa** **Reference Number: LC02** A leading, African Investment company is looking for an Investment Associate to join their team. The Investment Associate will provide support to the Investment Team in the execution of transactions, as...


  • Cape Town, South Africa STACK Recruitment Services Full time

    NAME OF THE ROLE: ASSOCIATE INVESTMENT CONSULTANT (JOHANNESBURG OR CAPE TOWN) ROLE DESCRIPTION: This position is for an Associate Investment Consultant with a respected Asset Consultant Company. PURPOSE OF JOB: To provide a high standard of client service to a range of large, sophisticated institutional asset owners which include pension and provident...


  • Cape Town, Western Cape, South Africa Inuka Partners Full time

    Our partner, a leading infrastructure fund in Africa, has achieved significant success over the past two decades. With a focus on key infrastructure sectors across the continent, they drive economic growth and sustainable development.We are looking for an Associate to join their team in Cape Town, South Africa. The successful candidate will have a strong...

  • Finance Graduate

    3 weeks 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 MSP Staffing LTD Full time

    A leading Venture Capital firm focused on early-stage, high-growth South African and African technology businesses with global potential is seeking a high-performing Senior Investment Associate to join its expanding team. The role involves originating, executing, and managing investments, with a focus on financial due diligence, including financial...


  • Cape Town, South Africa SET Recruitment Consultants Full time

    **Investment Associate (French Speaking)** **R850k - R1m plus bonus** **Cape Town** Superb career opportunity with global impact investor in the financial services space for experienced Investment Associate to assist with transactions across the African continent. **Key performance areas** - Development and interpretation of project finance models,...