Institutional Investment Consultant
7 days ago
Efficient Frontier Recruitment is looking for a highly skilled Institutional Investment Consultant to join our team. The successful candidate will be responsible for managing a portfolio of institutional clients and providing a comprehensive investment consulting service.
The ideal candidate will have a strong understanding of investment markets, investment theory, and economics, with excellent written and verbal communication skills. They will also be able to work independently and in a team under severe pressure on multiple projects and competing deadlines.
Main Responsibilities- Client Relationship Management: Deliver high-quality client service and build deep relationships with clients, advisors, and other stakeholders.
- Investment Manager Research: Create, review, and update investment manager research for distribution to a wide audience.
- Investment Strategy Design: Draft and review clients' IPS and manage clients' investment strategy design.
- Presentation Development: Design and draft client investment presentations and attend client meetings/roadshows.
- Reporting and Analysis: Manage delivery of accurate investment reports for client meetings and respond to ad hoc data and analytical requests from clients.
- Research and Distribution: Do ad hoc investment research and distribute to clients, ensuring CRM system is kept up to date.
- Scope Management: Manage scope of services with each client according to the signed SLA and assist in building technical/quantitative investment models.
- Committee Participation: Form part of the tactical asset allocation, asset manager review, and portfolio construction committees and attend feedback and manager review meetings.
-
Investment Consultant
4 weeks ago
Sandton, South Africa The Recruitment Council Full timeOur client seeks a dynamic and driven Investment Consultant with a passion for business development, client engagement, and investments. The ideal candidate will have a solid understanding of the financial intermediaries landscape and a business owners mindset.Key Responsibilities:Service IFAs, DFMs, multi-managers, and other financial intermediaries...
-
Investment Consultant
1 week ago
Sandton, South Africa The Recruitment Council Full timeOur client seeks a dynamic and driven Investment Consultant with a passion for business development, client engagement, and investments. The ideal candidate will have a solid understanding of the financial intermediaries landscape and a business owner's mindset.Key Responsibilities:Service IFAs, DFMs, multi-managers, and other financial intermediaries...
-
Investment Solutions Professional
3 days ago
Sandton, South Africa Efficient Frontier Recruitment Full timeJob OverviewA top investment solutions firm seeks a young investment professional to take responsibility for a portfolio of institutional clients and provide comprehensive investment consulting services.The ideal candidate is technically strong, able to perform investment consulting analysis/calculations/modelling as needed, and deliver high-quality client...
-
Investment Professional
1 week ago
Sandton, South Africa Large Investment Holding Company Full timeA seasoned investment professional with over 10 years relevant experience required primarily for post-investment portfolio management at leading global investment holding company.ResponsibilitiesParticipate in investment prospecting and portfolio review and update meetingsWill be deployed on special projects as needed.Review financial models to aid...
-
Investment Solutions Specialist
7 days ago
Sandton, South Africa Efficient Frontier Recruitment Full timeJob OverviewEfficient Frontier Recruitment is seeking a highly skilled investment professional to join our team as an Investment Solutions Specialist. This role offers the opportunity to take responsibility for a portfolio of institutional clients and provide a comprehensive investment consulting service.We are specifically looking for an investment...
-
Investment Consultant
3 weeks ago
Sandton, South Africa Momentum Metropolitan Holdings Full time-Introduction Momentum, a financial services provider of choice since 1966, known for its entrepreneurial spirit and innovative culture is committed to wealth creation and preservation, insurance, and income protection for all our clients. We do this through our understanding of the retail insurance, savings, and investment markets in SA. Role Purpose The...
-
Regional Investments Manager: Gauteng
3 weeks ago
Sandton, South Africa FirstRand Full timeAbout us, purpose, experience and qualifications **about us**: **purpose**: - The role of the Investment Analyst in the Sales teams is to work closely with the Ashburton investment, business development and marketing teams and will be expected to analyze economic, market and funds data, to repurpose and package this information at both a macro and granular...
-
Investment Support Consultant
2 weeks ago
Sandton, South Africa Sanlam Full timeWho we are? Sanlam Investments Group is one of South Africa’s largest investment management companies. We have a performance history spanning over 100 years, and offer a range of investment and financial planning solutions to protect and grow the long-term wealth of our clients. **We take particular pride in**: - Sanlam’s longevity and innovation -...
-
Institutional Dealer
2 weeks ago
Sandton, South Africa Scorpex Recruitment Full time**Institutional Dealer** - Disseminate market intelligence, order flow, and other information that will generate new trading relationships and increase the volume for existing relationships - Cover existing institutional accounts - Prepare and distribute morning all and market updates daily and as necessary - Disseminate order flow to customers via preferred...
-
Client-Facing Investment Expert
7 days ago
Sandton, South Africa Efficient Frontier Recruitment Full timeRole DescriptionWe are seeking a highly skilled Client-Facing Investment Expert to join our team at Efficient Frontier Recruitment. The successful candidate will be responsible for managing a portfolio of institutional clients and providing a comprehensive investment consulting service.The ideal candidate will have a strong understanding of investment...
-
Investment Consultant
2 weeks ago
Sandton, South Africa Momentum Metropolitan Holdings Full time-Introduction Momentum, a financial services provider of choice since 1966, known for its entrepreneurial spirit and innovative culture is committed to wealth creation and preservation, insurance, and income protection for all our clients. We do this through our understanding of the retail insurance, savings, and investment markets in SA. Role Purpose The...
-
Institutional Trader
3 weeks ago
Sandton, South Africa Momentum Metropolitan Holdings Full time-Introduction Momentum Securities provides a full range of stockbroking services supported by strong management and administrative capabilities. We pride ourselves on product innovation and client service. One of our key strengths is our ability to devise solutions for your individual needs, with all our expertise at your disposal. We provide a full range...
-
Senior Investment Officer
5 days ago
Sandton, South Africa Empire Recruitment Full timeAre you a seasoned investment professional looking for your next big challenge? We have an exciting opportunity with a leading investment firm Join a dynamic team that manages a hybrid fund investing in Inclusive Financial Institutions, digital, and alternative credit businesses across Africa. This role is Johannesburg-based, with consideration for...
-
Investment Analyst
9 hours ago
Sandton, South Africa Pele Energy Group Full time**The Role** The Analyst is responsible for assessing project bankability, financing options for projects, creating financial models and managing financing processes. The role will report directly to the Senior Project Finance Manager and will focus on project financial analysis and derived thereof on determining whether a project is bankable or...
-
Investment Banker: Dcm
9 hours ago
Sandton, South Africa Absa Bank Limited Full timeEmpowering Africa’s tomorrow, together one story at a time. - With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group.Job...
-
Investment Analyst
1 week ago
Sandton, South Africa Hillingdale Capital Full timeGet AI-powered advice on this job and more exclusive features.At Hillingdale Capital, our expertise lies in connecting visionary companies with an elite global institutional investor network that sets us apart. Specialising in private debt and equity opportunities, we craft innovative financial solutions that drive growth and deliver significant value for...
-
Investment Associate
1 week ago
Sandton, South Africa Nefcorp Full timeJob category: Banking, Finance, Insurance. StockbrokingContract: PermanentRemuneration: Market RelatedEE position: YesIntroductionThe National Empowerment Fund is looking for an Investment Associate who will join the uMnotho Fund team. The purpose of this role is to source and execute deals, support business development as well as maintain client...
-
Investment Analyst
3 weeks ago
Sandton, South Africa Sasria Full timeClosing Date - 2025/02/25 - Reference Number - SAS250211-1 - Job Title - Investment Analyst - Job Type - Permanent - Division - Finance - Department - Investment Managements - EE Occupational Levels - Level 4 & 5: Skilled, Technical and Academically Qualified - Location - Town / City - Sandton - Location - Province - Gauteng - Location - Country - South...
-
Strategic Investment Manager
5 days ago
Sandton, South Africa Empire Recruitment Full timeEmpire Recruitment is a leading investment firm seeking an experienced Senior Investment Officer to join our dynamic team.We are looking for a seasoned investment professional with at least 10 years of relevant experience in investment management.Key Responsibilities:Originate and negotiate investmentsDraft investment term sheetsConduct due diligence,...
-
Investment Analyst
1 week ago
Sandton, South Africa Nefcorp Full timeJob category: Banking, Finance, Insurance. Stockbroking Contract: Permanent Remuneration: Market Related EE position: Yes Introduction The National Empowerment Fund is looking for an Investment Analyst who will join uMnotho Fund team. The purpose of this role is to provide support function to Investment Associates on all areas of transaction...