Investment Consultant (DFM)

Aquarius Specialist Recruitment; Cape Town; On-site; ZAR 600 000 - 900 000; Full time

Job summary

A dynamic financial services consultancy is seeking an Investment Analyst to join their team in Cape Town. This role involves providing investment consulting support to High-Net-Worth clients, conducting fund research, and developing investment solutions. The ideal candidate will have a Commerce or Business Science degree and 5-10 years of experience in investment management. Strong communication and analytical skills are essential for success in this position.

Qualifications

• Minimum 5-10 years of experience in the financial services industry, preferably in investment management.
• Strong understanding of investments (funds, markets, products).
• Ability to manage multiple projects with different internal and external stakeholders.

Responsibilities

• Provide investment consulting to clients and support High-Net-Worth individuals.
• Conduct fund research and analyze investment markets.
• Assist in the development of investment solutions.

Skills

Strong communication skills

Interpersonal skills

Attention to detail

Problem-solving abilities

Analytical skills

Stakeholder management

Education

Commerce or Business Science Degree

CA (SA), CFA, MBA, CFP

Tools

Computer skills

Job description

Our client is a boutique discretionary fund management (DFM) business that is on a growth trajectory, building their business. Hence, a new role has arisen for an Investment Analyst to join their team to fulfil a variety of functions within the investments consulting division. The individual will report to the Head of Investment Consulting, and the core role will cover investment related focus areas across their business where they cover a wide range of local and offshore funds and most investment markets. In addition, the role has a specialisation focus on Investment Consulting. This function supports their client servicing requirements through provision of technical investment support across the spectrum of the industry.

A key element here is consulting support to the IFA clients with respect to High-Net-Worth investors where they assist with portfolio reviews, and the development of investment solutions for clients. This is an excellent position in which to develop high end technical skills and expertise, and at the same time develop practical industry knowledge in the private wealth sector. While the role is primarily investment centric and suits a technically proficient candidate, there is an important need for strong communication and interpersonal skills as well, much needed when building credibility with a client.

KEY AREAS OF RESPONSIBILITY

• Investment Consulting to IFA clients and in support of High-Net-Worth individuals.
• Fund research
• Investment markets
• Industry products and markets
• General investment topics
• Communications

KNOWLEDGE, ATTRIBUTES, AND SKILLS

• Cultural and personality fit will be critical as the company is a dynamic business that retains a strong entrepreneurial spirit and has a driven and professional culture.
• Highly organised and structured in approach.
• Results-oriented, with a focus on achieving measurable outcomes.
• Strong interpersonal skills, able to build trust and influence at all levels.
• Passionate about supporting investors and their unique needs.
• Attention to detail whilst being pragmatic and able to deliver at speed.
• Enthusiasm to continually share learnings and grow.
• The desire to consistently look for better ways of performing tasks.
• Maintain a positive attitude and respond openly to feedback.
• Manage own workflow juggling priorities and following through on objectives within agreed timeframes and according to quality standards.
• Take ownership of personal career development leveraging formal and informal opportunities.
• Act in an ethical, transparent and morally defensible manner including highlighting unethical practices.
• The ability to manage multiple projects with different internal and external stakeholders
• Strong communication skills, both written and verbal
• Excellent computer skills.
• Good stakeholder management abilities.
• Resourceful, proactive and able to take initiative.

QUALIFICATIONS AND EXPERIENCE

• Minimum requirement: a Commerce or Business Science Degree qualified from a reputable institution.
• Beneficial: CA (SA), CFA, MBA, CFP
• 5-10 years of experience in the financial services industry, preferably in investment management. Wealth management experience is relevant as it relates to the focus of the role, however the main focus is on investments.
• Strong understanding of investments (funds, markets, products)
• Exceptional problem-solving, analytical, and decision-making abilities.
• Excellent communication and stakeholder management skills.
• Ability to work independently within high pressure time frames.

To apply for this role please send your CV to [e-mail]