Investment Analyst

2 months ago


Cape Town, Western Cape, South Africa WTW Full time

The Role:

As an Investment Consultant at WTW, you will contribute to the asset consulting division's activities in Cape Town. You will manage a portfolio of clients and assist senior consultants in delivering investment advice to larger, more complex clients. Key responsibilities include:

Client/Service Provider Interaction

  • Engage with clients to determine meeting agendas
  • Co-ordinate client deliveries for investment committee meetings
  • Attend client meetings in a lead or assisting role
  • Deal with ongoing client queries
  • Liaise with clients' asset managers, administrators, and auditors

Client Investment Transitions

  • Develop investment manager transition plans
  • Prepare instructions for clients and engage with investment managers
  • Monitor transitions to ensure timely and accurate implementation
  • Prepare a report on transactions and asset flows

Reviewing Client Deliverables

  • Maintain clients' Statements of Investment Principles
  • Prepare monthly fact sheets and quarterly performance reports
  • Ensure correctness of fees and asset liability matching
  • Prepare Regulation 28 compliance reports and SARB quarterly returns


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