Principal Investment Consultant

TalentCru; Johannesburg; On-site; ZAR 600 000 - 1 000 000; Full time

Job summary

An established industry player is seeking a Principal Investment Consultant to join their elite consulting team. In this pivotal role, you will leverage your extensive experience and analytical skills to provide top-tier investment consulting services to a diverse range of institutional clients. Your responsibilities will include guiding strategic asset allocation, managing client portfolios, and delivering customized investment advice. This is an exciting opportunity to make a significant impact in the investment landscape while working collaboratively with a talented team. If you're ready to elevate your career and contribute to innovative investment strategies, this role is for you.

Qualifications

• 7-10 years of relevant experience in investment consulting or related roles.
• Proven experience with institutional clients and portfolio management.

Responsibilities

• Provide strategic investment advice and oversee implementation for institutional clients.
• Manage a large portfolio of clients and ensure high-quality service delivery.

Skills

Analytical Skills

Relationship Management

Portfolio Construction

Attention to Detail

Market Insight

Client Fairness

Clear Communication

Education

Bachelor’s degree in Economics

Actuarial Science (Honors preferred)

CAIA, CFA, or MCom certifications

Job description

Are you ready to take your career to the next level? We are seeking an experienced and dynamic Principal Investment Consultant to join our elite investment consulting team. In this role, you'll leverage your deep knowledge of best practices to provide top-tier investment consulting services to our diverse range of institutional clients. Your expertise will guide strategic asset allocation, portfolio construction, and investment strategy formulation.

POSITION INFO :

• Education: Relevant bachelor’s degree in Economics, or Actuarial Science (Honors preferred). Advanced degrees or certifications such as CAIA, CFA, or MCom are advantageous.
• Accreditations: FAIS Accreditation / RE 5 (not working under supervision).
• Experience: 7-10 years of experience in roles such as Principal Investment Consultant, Senior Investment Consultant, Investment Actuary, Investment Specialist, Senior Client Investment Specialist, or Portfolio Manager.
• Language Skills: Multi-lingual capabilities are advantageous.
• Institutional Experience: Proven experience dealing with pension funds or other institutional clients on investment matters, including providing feedback and discussing performance attribution or consulting on investment matters.
• Client Portfolio Management: Ability to manage a large portfolio of clients independently with support from associate investment consultants or investment consultants.
• Market Insight: Solid understanding of investment markets and experience dealing with local asset managers, including assessing their strengths and weaknesses.
• Portfolio Construction: Strong understanding of portfolio construction principles.
• Analytical Skills: Excellent numerical and critical thinking skills.
• Attention to Detail: High attention to detail and a focus on delivery.
• Relationship Management: Capability to manage complex board relationships.
• FAIS Experience: Appropriate FAIS category experience, operating independently (not under supervision).
• Independent Advisory Role: Provide strategic investment advice and oversee its implementation for a broad spectrum of institutional clients, including retirement funds, schemes, corporations, trusts, and mining rehabilitation funds.
• Technical Excellence: Deliver high-quality technical investment advice and client service excellence to institutional clients.
• Regulatory Awareness: Stay updated with regulatory and economic changes and assess their impact on client portfolios.
• Asset Manager Insight: Understand the asset manager landscape, including alternative asset classes and global investment strategies.
• Clear Communication: Present complex investment concepts clearly to clients with varying levels of understanding.
• Tailored Advice: Customize investment advice and service delivery to meet the diverse objectives and sophistication levels of clients.
• Team Collaboration: Contribute to team discussions, share insights, and participate in investment decision-making.
• Analytical Skills: Conduct quantitative and qualitative analyses on client portfolios to identify improvement areas.
• Risk Management: Assess and manage the impact of market or regulatory changes on client portfolios.
• Client Fairness: Uphold the principles of Treating Customers Fairly.
• Coordination: Facilitate and coordinate work across internal departments.
• Continuous Improvement: Commit to self-development and adherence to standard procedures and best practices.
• Risk Awareness: Maintain a strong awareness of risks and manage them effectively.