Strategic Investment Advisor
1 week ago
We are seeking a highly skilled Principal Investment Consultant to provide top-tier investment consulting services to our diverse range of institutional clients at TalentCru. As a key member of our elite investment consulting team, you will leverage your deep knowledge of best practices to guide strategic asset allocation, portfolio construction, and investment strategy formulation.
Key Responsibilities- Education and Qualifications: 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.
- Institutional Experience: Proven experience dealing with pension funds or other institutional clients on investment matters, including providing feedback and discussing performance attribution or consulting on investment matters.
- Client Portfolio Management: Ability to manage a large portfolio of clients independently with support from associate investment consultants or investment consultants.
- Market Insight: Solid understanding of investment markets and experience dealing with local asset managers, including assessing their strengths and weaknesses.
- Portfolio Construction: Strong understanding of portfolio construction principles.
- Analytical Skills: Excellent numerical and critical thinking skills.
- Attention to Detail: High attention to detail and a focus on delivery.
- Relationship Management: Capability to manage complex board relationships.
- FAIS Experience: Appropriate FAIS category experience, operating independently (not under supervision).
- Independent Advisory Role: Provide strategic investment advice and oversee its implementation for a broad spectrum of institutional clients, including retirement funds, medical schemes, corporations, trusts, and mining rehabilitation funds.
- Technical Excellence: Deliver high-quality technical investment advice and client service excellence to institutional clients.
- Regulatory Awareness: Stay updated with regulatory and economic changes and assess their impact on client portfolios.
- Asset Manager Insight: Understand the asset manager landscape, including alternative asset classes and global investment strategies.
- Clear Communication: Present complex investment concepts clearly to clients with varying levels of understanding.
- Tailored Advice: Customize investment advice and service delivery to meet the diverse objectives and sophistication levels of clients.
- Team Collaboration: Contribute to team discussions, share insights, and participate in investment decision-making.
- Analytical Skills: Conduct quantitative and qualitative analyses on client portfolios to identify improvement areas.
- Risk Management: Assess and manage the impact of market or regulatory changes on client portfolios.
- Client Fairness: Uphold the principles of Treating Customers Fairly.
- Coordination: Facilitate and coordinate work across internal departments.
- Continuous Improvement: Commit to self-development and adherence to standard procedures and best practices.
- Risk Awareness: Maintain a strong awareness of risks and manage them effectively.
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