Associate - Investment Advisory

5 days ago

Cape Town, South Africa LRI Invest Full time

Description

**Job Description**:
Job Title: Associate: Investment Advisory

Division: Investment Consulting

Location: South Africa, Cape Town

About the Role

The Associate will be a core member of the investment advisory team and will assist with a variety of high-impact projects for institutional clients. The team provides a full range of advisory and investment services including strategic asset allocation, portfolio construction, manager selection, investment and operational due diligence, on-going portfolio monitoring, in addition to bespoke consulting advice and analytics. The team covers all asset classes with a specialist focus on alternative investments, including private markets, specifically infrastructure, real estate, private credit, and private equity.

Key Tasks and Responsibilities
- Research managers, funds, and the markets in which they operate, with a focus on private markets.
- Support manager selection mandates for institutional clients, contributing to both qualitative and quantitative analyses.
- Contribute to both investment and operational due diligence on fund managers.
- Report writing, comprising due diligence reports, economic reviews, and research pieces.
- Support on strategic asset allocation exercises.
- Developing expertise quickly on major sectors of interest to the investment community
- Local team management responsibilities (within 6 months to 1 year)

Essential
- Minimum of 5-7 years’ relevant experience within alternative investments/ private markets
- Excellent attention to detail
- Excellent report writing skills and ability to communicate complex ideas.
- Ability to complete projects on time and accurately.
- Ability to work on multiple projects simultaneously and adjust to changing deadlines.
- Ability to use initiative and work independently, taking ownership.
- Good verbal communication skills
- Good analytical and quantitative skills, including Microsoft Excel skills.
- Ability to work in a team environment but can work independently if necessary.
- Interest in investment consultancy
- Drive, energy and ambition to achieve results.

Desirable
- Background in alternative investments, especially private markets (private equity, private credit, infrastructure, real estate)
- Previous experience in investment consultancy or asset management preferable
- Previous experience with screening fund manager databases
- Basic interest in quantitative software (eg Python)
- Proficient in Microsoft Word and PowerPoint
- Part-qualified professional qualifications such as the CFA and FIA are welcomed.

Eligibility

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