Senior Investment Consultant

SUMMARY:
Building financial foundations for tomorrow.

POSITION INFO:
Are you an experienced investment professional with a passion for driving portfolio performance? We are seeking a Senior Investment Consultant to join our leading team. If you have multi-manager experience and hold a CFA designation or are a CA(SA), we want to hear from you!

Position: Senior Investment Consultant
Location: Western Cape
Industry: Investment Management
Qualification: CFA preferred / CA(SA)
Experience: Multi-manager experience required

Key Responsibilities:

• Provide expert investment advice and insights to clients, focusing on multi-manager portfolio strategies.
• Lead the design, implementation, and monitoring of investment solutions tailored to client needs.
• Conduct in-depth analysis of asset allocation, fund manager selection, and portfolio construction.
• Engage with clients to build long-term relationships and offer ongoing portfolio reviews and performance analysis.
• Stay up to date with market trends, economic developments, and new investment opportunities.
• Collaborate with internal teams to ensure the alignment of client portfolios with strategic goals.
• Prepare detailed investment reports and present recommendations to clients and stakeholders.

• CFA designation (preferred) or CA(SA) qualification.
• Extensive multi-manager experience, with a solid understanding of portfolio management and asset allocation.
• Strong analytical skills, with the ability to evaluate fund managers and investment strategies.
• Excellent communication and client relationship management skills.
• Ability to work both independently and as part of a collaborative team.

• Competitive compensation package with performance-based incentives.
• The opportunity to work with leading investment professionals in a dynamic and fast-paced environment.
• Exposure to a diverse range of clients and multi-manager strategies.