Institutional Investment Consultant

7 days ago


Sandton, South Africa Efficient Frontier Recruitment Full time
About the Role

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.

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