Principal Investment Consultant

**Synopsis**
Are you ready to take your career to the next level? We are seeking an experienced and dynamic **Principal Investment Consultant** to join our elite investment consulting team. In this role, you'll leverage your deep knowledge of best practices to provide top-tier investment consulting services to our diverse range of institutional clients. Your expertise will guide strategic asset allocation, portfolio construction, and investment strategy formulation.
**Qualification and Experience**
- **Education**: 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.

**Non-Negotiables**:

- **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).

**Roles and Responsibilities**
- **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.

Job Reference: TCN01866