Associate Investment Consultant

Riscura; Cape Town; Hybrid; ZAR 300 000 - 400 000; Full time

Job summary

A leading investment consulting firm based in South Africa is seeking a Mid-Senior level consultant to manage client deliverables, support investment calculations, and enhance service quality. The ideal candidate has 5-7 years in the investment industry, holds relevant qualifications, and possesses strong problem-solving skills. This full-time position offers a hybrid work model across Johannesburg and Cape Town, with a market-related salary.

Qualifications

• 5–7+ years of relevant investment industry experience.
• Solid technical understanding of investments and markets.
• Experience in client servicing and relationship management.

Responsibilities

• Manage client deliverables and meet deadlines.
• Perform investment-related calculations and analysis.
• Coordinate and prepare client outputs.

Skills

Client focused

Time management

Problem-solving

Flexibility and adaptability

Critical thinking

Education

Bachelor's degree or equivalent in investment studies / finance

RE5 qualification (to be obtained within 1 year)

CFA or CFP® or similar (advantageous)

Tools

MS Office Suite

AI tools for investment-related work

Job description

Key Responsibilities

Gain a thorough understanding of client requirements, plan for delivery and 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 : 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.

Considering client investment strategy and monitoring alignment of client portfolio with strategy, tactical views, and regulation.

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 – technical, administrative, qualitative and operational in nature.

Collaborate with other consultants to strategise on client deliverables, ensure best quality solutions and to plan for deliverables and timelines.

Collaborate and engage with colleagues in other departments to request work deliverables, access information and gain support for task completion.

Gaining, maintaining and enhancing an in-depth understanding of investments and markets.

When required, present at internal and external meetings, including stepping in as a stand-alone speaker at client meetings or delivering client report-backs or training sessions on an ad-hoc basis.

As a consulting team member, collaborate with the Consulting Operations Manager and Head of Consulting to create frameworks, methodologies and processes for consulting.

Qualifications

Preferably B or equivalent with a focus on investment studies / finance / similar.

Other tertiary qualifications may be considered, depending on experience and evidence of investment-related knowledge, adaptability and interests.

FAIS compliant representative (RE5) strongly advantageous.

Minimum requirement is to obtain the RE5 qualification within 1 year from the date of appointment at RisCura.

CFA, CFP® or similar, or studying towards these qualifications is advantageous.

Experience Relevant investment industry experience (multi-management / consulting / asset management).

Client servicing and client relationship experience.

Minimum 5–7+ years of relevant investment industry experience.

Solid technical understanding and knowledge of investments and markets, and practical experience in the application thereof in a working role across tasks.

Time management and project management in a multi-faceted, multi-dimensional role that regularly requires a fast but accurate working pace and rapid switching between outputs.

Excellent working knowledge of MS Office suite.

Performance analysis and calculation experience is highly advantageous.

Experience using or implementing AI tools for investment-related work is highly advantageous.

Key Competencies, Skills and Attributes

Client focused.

Driven by and keep to timelines.

Able to work under pressure and multitask.

Problem-solving / solutions-focused ability and mindset.

Flexibility and adaptability to ensure delivery of outputs and to maintain a high-quality standard at all times.

Minimum of a basic working knowledge of AI and machine learning concepts and their application in financial services.

Ability to identify opportunities where AI can enhance workflow efficiency.

Willingness to learn and adapt to emerging AI technologies in the investment industry.

Critical thinking about AI outputs and appropriate application in client contexts.

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 to work well independently.

Willingness to put in long hours when needed.

Time management and project management, and the ability to make efficient use of core working hours.

The nature of the job requires a high level of resilience and emotional maturity.

Commitment to learning and development.

Remuneration

Market-related.

Employment Details

Seniority level : Mid-Senior level

Employment type : Full-time

Job function : Finance and Sales

Location : Johannesburg / Cape Town / Hybrid

EEO Statement RisCura complies with the Employment Equity Act and will fill all roles in accordance with our Employment Equity strategy and to the specification of the business area.

Application Information

Applications close 30 November