Associate Investment Consultant

**Location**:

- While our offices are located in Johannesburg and Cape Town, we follow a ‘Work from Anywhere’ operating model that allows a reasonable level of flexibility in your job location.

**Application Criteria**:

- Preferably BCom or equivalent with a focus on investment studies
- FAIS compliant representative or work towards obtaining the qualification within two years
- CFA, CFP® or similar advantageous

**Experience**:

- Minimum three to five years in a consulting support / multi-manager support / technical client-facing role
- Performance analysis experience highly advantageous
- Client servicing
- Technical understanding and knowledge of investments and markets

**Reports To**:

- Consulting line manager- The Associate Investment Consultant is a client-facing position
- These employees support Investment Consultants / Senior Investment Consultants in providing a professional and quality service to institutional clients
- The focus for employees in this position is to ensure that client requirements are managed to delivery
- Driven by and keep to timelines
- Able to work under pressure and to multi-task
- Problem solving / solutions focused ability and mindset
- Flexibility and adaptability to ensure delivery of outputs and to ensure that a high quality standard is maintained at all times
- Self-driven, determined and motivated
- Professionalism in all interactions
- Positive attitude to learning, growing and getting things done
- Ability to work in a team and be able to work well independently
- Willing to put in long hours when needed
- The nature of the job means that a high level of resilience and emotional maturity is required
- Commitment to learning and development
- Good working knowledge of MS Office suite to build presentations, perform calculations and analyses and write documents
- Time management
- Project management
- Gain a thorough understanding of client requirements, plan for delivery and then project manage the deliverables for clients to deadline
- Support more senior consultants in client engagement and delivery by performing a range of required investment and client service-related tasks including:

- Meeting note taking
- Preparing and attending presentations as required
- Co-ordinating and preparing client output
- Performing investment-related calculations and analysis
- Checking investment reports and returns for accuracy
- Ad hoc team-related outputs
- Administrative, operational and record-keeping tasks
- Key client contact for day-to-day requirements
- Produce a variety of outputs for clients as defined in the client requirements. Outputs can be technical, administrative, qualitative and operational in nature
- Contribute to team discussions and planning for work deliverables. They collaborate with their team to ensure best quality solutions and outputs for clients.
- Collaborate and engage with colleagues in other departments to request work deliverables, to access information and to gain support for task completions
- Gaining and maintaining an in depth understanding of investments and markets
- When required, present at internal and external meetings
- As consulting team member:

- Collaborate with the consulting line manager to create frameworks, methodologies and processes for consulting
- Contribute ideas for special projects to enhance consulting work and participate in projects when required
- Key clients contact for day-to-day requirements
- Frequent interaction with Consulting line manager, Consultants, Senior Consultants, and other managers
- Building and maintaining a network of relevant industry contacts
- Intentionally investing in relationships with team members and key co-workers
- Market-related salary

**What We're About**:It’s impossible to build a culture based on innovation, world-leading expertise and uniquely smart thinking without bringing together a very special group of human beings.