Investment Strategist
1 month ago
TalentCru is seeking a seasoned Principal Investment Consultant to join our elite investment consulting team. As a key member of our team, you will leverage your expertise to provide top-tier investment consulting services to our diverse range of institutional clients.
Key Responsibilities:- Strategic Asset Allocation: Develop and implement tailored investment strategies to meet the unique objectives and risk profiles of our clients.
- Portfolio Construction: Design and manage investment portfolios that balance risk and return, ensuring optimal performance and alignment with client goals.
- Investment Strategy Formulation: Collaborate with clients to develop and implement comprehensive investment strategies, incorporating market insights and risk management expertise.
- Client Relationship Management: Foster strong relationships with clients, providing exceptional service and ensuring their investment needs are met.
- Market Insight: Stay up-to-date with market trends and developments, providing valuable insights to clients and informing investment decisions.
- Regulatory Awareness: Stay informed about regulatory changes and their impact on client portfolios, ensuring compliance and optimal investment outcomes.
Requirements:
- Education: Relevant bachelor's degree in Finance, Economics, or Actuarial Science (Honors preferred). Advanced degrees or certifications such as CAIA, CFA, or MCom are advantageous.
- Accreditations: FAIS Accreditation / RE 5 (not working under supervision).
- Experience: 7-10 years of experience in roles such as Principal Investment Consultant, Senior Investment Consultant, Investment Actuary, Investment Specialist, Senior Client Investment Specialist, or Portfolio Manager.
- Language Skills: Multi-lingual capabilities are advantageous.
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