Investment Consultant
4 weeks ago
The Role
WTW is seeking an experienced investment consultant to join our Cape Town office. As an investment consultant, you will be responsible for managing a portfolio of clients and assisting senior consultants in delivering advice to larger/more complex clients. Your primary responsibilities will include:
Client/Service Provider Interaction
- Engaging with clients to determine meeting agendas
- Coordinating client deliveries for investment committee meetings
- Attending client meetings in a lead and assisting role
- Dealing with client queries on an ongoing basis
- Liaising with clients' asset managers, administrators, and auditors
Client Investment Transitions
- Developing investment manager transition plans
- Preparing instructions for clients and engaging with investment managers
- Monitoring the transition process to ensure timely and accurate implementation
- Preparing a report on transactions and asset flows
Reviewing Client Deliverables
- Maintaining clients' Statements of Investment Principles
- Preparing monthly fact sheets and quarterly performance reports
- Calculating daily and monthly unit pricing
- Ensuring asset liability matching and resolving mismatches
- Preparing Regulation 28 compliance reports and SARB quarterly returns
Depending on your experience, you may also be responsible for managing a portfolio of institutional clients, participating in fund manager research, and carrying out specific investment research projects.
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