Head of Investments : with profit investments

Copper Quail; Cape Town; On-site; ZAR 1 000 000 - 1 500 000; Full time

Job summary

A leading investment firm in Cape Town is seeking a strategic investment lead to oversee R300 billion in multi-asset portfolios. The role requires at least 10 years of institutional investment experience and a strong background in portfolio strategy and manager oversight to secure financial futures for policyholders.

Qualifications

• Degree in Finance, Investments, Economics, Actuarial Science or related field.
• 10+ years in institutional investment experience.
• Experience with public market and private markets investments.

Responsibilities

• Shape portfolio strategy across public markets.
• Oversee manager selection and oversight.
• Leadership of investment professionals and team development.

Job description

This is a leadership role at the heart of one of South Africa’s most significant investment mandates, with strategic oversight of R300 billion in multi-asset portfolios underpinning company’s with-profit products. As the company’s investment lead for these funds, you will shape portfolio strategy across public markets, a substantial private markets programme, and direct property, delivering stable, long-term real returns that secure the financial futures of millions of policyholders.

Key Result

Areas Key Responsibilities :

• Investment Strategy & Portfolio Design
• Manager Selection & Oversight
• Governance, Risk & Fiduciary Oversight
• Stakeholder Relationships & Influence
• Team Leadership & Development

Qualifications and Experience

• Degree in Finance, Investments, Economics, Actuarial Science or related field; postgraduate study and / or professional designations (e.g. qualified Actuary; CFA / CAIA) would be advantageous.
• 10+ years of relevant institutional investment experience, including deep experience in strategic asset allocation, portfolio construction, and manager selection for institutional funds.
• Experience translating product / liability needs into investment objectives and risk budgets; with-profit / smoothed-bonus or LDI exposure is beneficial.
• Experience overseeing public market investments and a meaningful private markets programme, with an integrated total-portfolio perspective.
• Proven manager research, selection and oversight; mandate and fee negotiation; continuous performance / risk monitoring.
• Strong risk orientation (market, liquidity, concentration, manager) and familiarity with South African life / asset-management regulatory contexts.
• Track record of preparing persuasive decision papers and presenting to senior governance forums; confident under scrutiny.
• Leadership of investment professionals, including building specialist teams, developing talent, and strengthening processes, reporting and execution.

Kindly consider your application unsuccessful should you not be contacted within 7 working days