Associate Investment Consultant

Riscura Solutions (Pty) Ltd.; Johannesburg; Remote; ZAR 600 000 - 800 000; Full time

Job summary

A financial consulting firm located in Johannesburg seeks an experienced Associate Investment Consultant. This client-facing role involves supporting senior consultants and managing client deliverables. Candidates should possess 5-7 years of relevant experience, strong investment knowledge, and be comfortable with AI tools. This position allows for flexible working arrangements, with potential career advancement to Investment Consultant.

Qualifications

• Minimum 5-7 years of relevant investment industry experience.
• Experience in client servicing and client relationship.
• Strong technical understanding of investments and markets.

Responsibilities

• Manage deliverables for clients to deadline.
• Support senior consultants in client engagement.
• Perform investment-related calculations and analysis.

Skills

Client focused

Problem-solving

Time management

Flexibility and adaptability

Understanding of AI concepts

Education

B or equivalent with a focus on investment studies/finance

RE5 qualification

CFA, CFP® or similar qualifications

Tools

MS Office Suite

AI tools for investment-related work

Job description

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 EE Disclaimer 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.

Applicants who have not heard back from Human Resources within one month of the closing date should consider their application unsuccessful.

Purpose of Job This is a client-facing position.

These employees support Investment Consultants and / or 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 deliver, including operational and administration applications.

The role requires the employee to produce outputs of a high quality (including presentations, documents, emails).

The role is investment-related and requires the employee to apply investment knowledge and thinking in their daily tasks.

This role is for an experienced Associate Investment Consultant.

There is room for career growth whereby a successful candidate can progress to Investment Consultant in the medium term upon successfully demonstrating experience, technical ability, a strong sense of responsibility and commitment, a willingness to grow and alignment with the company values.

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.

This is subject to change at the discretion of the company.

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 ensure that a high-quality standard is maintained 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 be able to work well independently Willing 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 means that a high level of resilience and emotional maturity is required Commitment to learning and development Key Responsibilities 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 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 Produce a variety of outputs for clients as defined in the client requirements.

Outputs can be technical, administrative, qualitative and operational in nature Collaborate with other consultants to strategize 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, to access information and to 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 being able to step in in a stand-alone capacity at a client-meeting, to present and run a client report-back or training session, if required on an ad-hoc basis As consulting team member : Collaborate with the Consulting Operations manager and Head of Consulting to create frameworks, methodologies and processes for consulting Other Key Relationships Frequent interaction with Head of Consulting, Consulting Operations Manager, the consulting team and intentionally investing in relationships with team members and key co-workers Build and maintain a strong working relationship with clients from a service delivery and daily interaction perspective Building good working relationships with members of other teams, including, but not limited to, Investment Research, Asset Allocation, Administration, Reporting Building and maintaining a network of relevant industry contacts 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.

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