Investment Head

Set Consulting; Cape Town; On-site; ZAR 500 000 - 600 000; Full time

Job summary

A leading financial services group based in Cape Town is seeking an experienced Investment Head to shape the investment strategy and oversee portfolio design. As a strategic advisor to the investment committee, you will have a critical role in making investment decisions that ensure stable and long-term returns. The ideal candidate should possess a degree in Finance or related field, with over 10 years of experience in institutional investment, particularly in asset allocation and manager selection.

Qualifications

• 10+ years of relevant institutional investment experience.
• Deep experience in strategic asset allocation and portfolio construction.
• Experience in manager selection for institutional funds.

Responsibilities

• Shape portfolio strategy across public and private markets.
• Craft recommendations on strategic asset allocation and portfolio design.
• Direct implementation of approved strategies.

Skills

Investment Strategy & Portfolio Design

Manager Selection & Oversight

Governance, Risk & Fiduciary Oversight

Stakeholder Relationships & Influence

Team Leadership & Development

Education

Degree in Finance, Investments, Economics, or related field

Postgraduate study or professional designations (e.g., CFA, CAIA)

Job description

Investment Head (Multi Manager)R2.5m (Highly negotiable) plus bonusCape Town

Superb career opportunity with leading listed financial services group.

This is a newly created position reports directly into the MD and as the 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.

You will be the trusted strategic advisor to the investment committee, crafting recommendations on strategic asset allocation, portfolio design and manager selection, and directing implementation once approved.

Key performance areas

• 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.