Investment Portfolio Manager
13 hours ago
Overview
We are seeking an experienced Investment Consultant to join our Cape Town office. As a key member of our asset consulting division, you will contribute to Towers Watson's investment consulting activities.
About the Role
This is a challenging opportunity for a talented professional to develop their skills and expertise in investment consulting. You will work closely with our senior consultants to deliver advice to clients and manage a portfolio of clients over time.
About You
To be successful in this role, you will need to have excellent communication and interpersonal skills, as well as the ability to build strong relationships with clients and colleagues.
Your Key Responsibilities
- You will engage with clients to determine meeting agendas and coordinate client deliveries for investment committee meetings.
- You will attend client meetings in both a lead and assisting role and deal with client queries on an ongoing basis.
- You will liaise with clients' asset managers, administrators, auditors, and other service providers.
- You will draw up investment manager transition plans and prepare instructions for clients and engagement with investment managers.
- You will monitor transitions and ensure all transactions are implemented timeously and accurately.
- You will prepare reports setting out transactions and reconciliation of asset flows.
- You will review client deliveries and manage the process to ensure services are delivered in accordance with agreed service level agreements.
About Our Company
Towers Watson is a leading global professional services company that provides innovative solutions to help organizations achieve their goals. We pride ourselves on our commitment to excellence, integrity, and innovation.
Your Benefits
We offer a competitive salary package, including a base salary of R750,000 per annum, plus benefits such as medical aid, retirement funding, and paid leave. We also provide opportunities for career growth and development, as well as a dynamic and supportive work environment.
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