Client-Facing Investment Consultant

4 days ago


Cape Town, Western Cape, South Africa Efficient Frontier Recruitment Full time
Investment Portfolio Manager Role

Efficient Frontier Recruitment seeks a seasoned investment professional to oversee a portfolio of institutional clients and deliver tailored investment consulting services.

The ideal candidate will possess expertise in investment analysis, portfolio management, and client relationship-building.

Key Accountabilities
  • Foster deep connections with clients, advisors, and other key stakeholders.
  • Compile and disseminate thorough investment manager research reports to clients and prospects.
  • Liaise closely with clients to craft their IPS and orchestrate their investment strategy design.
  • Develop and present compelling investment proposals to clients, attending client meetings/roadshows to share insights on economic, investment performance, and investment strategy.
  • Deliver precise and timely investment reports to clients.
  • Address ad hoc data and analytical queries from clients promptly.
  • Conduct independent investment research and share findings with clients.
  • Ensure client relationships align with their expectations as per the signed SLA.
  • Maintain accurate CRM records.
  • Pioneer the development of advanced technical/quantitative investment models.
  • Participate in strategic asset allocation, asset manager evaluation, and portfolio construction committee discussions.
Required Qualifications and Competencies
  • Investment-specific degree or equivalent experience with over 4 years' relevant investment background.
  • CFA Charter or pursuing, highly desirable.
  • Relevant industry certifications.
  • Exceptional performance analysis, quantitative reasoning, logical thinking, and problem-solving skills.
  • Superb written and verbal communication abilities.
  • Aptitude to work independently and collaboratively in fast-paced environments with competing deadlines.
  • Unwavering commitment to accuracy and attention to detail.
  • Passion for understanding investment markets, investment theories, and economics.


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