Investment Consultant

4 weeks ago


Cape Town, Western Cape, South Africa WTW Full time

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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