Strategic Investment Professional Sandton

1 week ago


Cape Town, Western Cape, South Africa Efficient Frontier Recruitment Full time
Job Overview

Efficient Frontier Recruitment is seeking a talented investment professional to join our team as a strategic investment consultant in Sandton.

The ideal candidate will possess strong technical knowledge of investments, excellent analytical skills, and the ability to build deep relationships with clients. If you are passionate about delivering high-quality client service and have a keen interest in investment markets, economics, and theory, we encourage you to apply.

About the Role
  • Deliver exceptional client service and develop strong relationships with clients, advisors, and other stakeholders.
  • Conduct research on investment managers and create reports for distribution to clients and prospects.
  • Draft and review clients' investment policies and manage their investment strategy design.
  • Develop and present client investment proposals and attend meetings to provide economic, investment performance, and investment strategy feedback.
  • Ensure timely delivery of accurate investment reports for client meetings.
  • Provide ad-hoc data and analytical support to clients.
  • Conduct ad-hoc investment research and distribute findings to clients.
  • Manage scope of services with each client according to signed Service Level Agreements.
  • Maintain up-to-date records in the CRM system.
  • Collaborate in the development or testing of new analytical software.
Requirements
  • Investment-specific degree or Actuarial degree with over 4 years' relevant investment experience.
  • CFA Charter or studying towards preferred.
  • Relevant industry certifications.
  • Strong analytical, logical, and problem-solving abilities.
  • Excellent written and verbal communication skills.
  • Ability to work independently and in a team under pressure with multiple projects and deadlines.
  • High level of accuracy and attention to detail.
  • Keen interest in investment markets, investment theory, and economics.


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