Senior Investment Analyst

Network Finance.; City of Johannesburg Metropolitan Municipality; On-site; ZAR 300 000 - 400 000; Full time

Job summary

A leading investment advisory firm in Gauteng is seeking an experienced Senior Investment Consultant. You will lead client engagements, deliver strategic investment advice, and mentor junior consultants within a tech-enabled, data-driven environment. The ideal candidate has a strong background in investment consulting, strategic asset allocation, and exceptional communication skills. This full-time role offers market-related remuneration and the opportunity for significant client impact and professional growth.

Qualifications

• Experience in investment consulting or institutional asset management for 5-10 years is essential.
• Strong understanding of strategic asset allocation and client advisory.
• Advanced excel skills required.

Responsibilities

• Lead client engagements across various investment mandates.
• Deliver strategic investment advice and performance insights.
• Conduct ALM studies and strategic asset allocation.

Skills

Advanced Excel

PowerPoint skills

Communication

Analytical capability

Board-level presentation

Interpersonal skills

Problem-solving

Leadership abilities

Education

Honours Degree in Actuarial Science, Investment Management, Finance, Economics or a related field

Tools

R

Python

Power BI

Bloomberg

Job description

Reference : NFP016433-LLR-1

Are you an experienced investment professional ready to take the lead in advising institutional clients and shaping high-impact investment strategies? This is an exciting opportunity to step into a senior consulting role where your expertise, leadership and strategic insight will directly influence decision-making at the Board level.

Join a forward-thinking investment advisory environment offering a tech-enabled data-driven approach to institutional consulting. This opportunity is ideal for a Senior Investment Consultant who enjoys steering client strategy, working with sophisticated investors and contributing to a modern consulting model supported by automation and advanced systems.

You’ll work alongside a team of specialists, contribute to developing cutting‑edge solutions and play a key role in mentoring emerging talent. If you’re looking for meaningful client impact, professional growth and exposure to high‑level strategic work this is the role for you.

Duties & Responsibilities

• Lead client engagements across pension, insurance and institutional mandates.
• Deliver strategic investment advice, performance insights and governance documentation.
• Conduct ALM studies, strategic asset allocation and manager research across asset classes.
• Coordinate implementation activities such as transitions, rebalancing, compliance monitoring and reporting oversight.
• Mentor junior consultants and collaborate with internal research, systems and reporting teams.

Required

• Honours Degree in Actuarial Science, Investment Management, Finance, Economics or a related field.
• Progress toward CFA, CAIA, AMASSA or TASSA advantageous.

Experience

• 510 years in investment consulting or institutional asset management.
• Strong background in strategic asset allocation, manager selection and client advisory.
• Exposure to ALM modelling, investment systems, reporting tools or LDI frameworks beneficial.

Skills

• Advanced Excel and PowerPoint skills.
• Working knowledge of R, Python or Power BI advantageous.
• Excellent communication, analytical capability and Board‑level presentation experience.
• Familiarity with Regulation 28, SAM and institutional investment regulatory frameworks.
• Strong interpersonal, problem‑solving and leadership abilities.

Specializations

• Actuarial & Quantitative Finance
• Portfolio & Risk Management
• Financial Markets Strategy

Apply now! Please send your CV to

For more information contact:

Louide Le Roux
Recruitment Consultant

Connect with me on LinkedIn!

If you have not had any response in two weeks please consider the vacancy application unsuccessful. Your profile will be kept on our database for any other suitable roles.

Remuneration

Market Related

Key Skills

• Wealth Management
• Cash Flow Analysis
• Investment Experience
• Asset Management
• Analysis Skills
• Securities Law
• Equity Research
• Investment Management
• Private equity
• Process Management
• Financial Modeling
• Bloomberg

Employment Type: Full‑Time

Experience: years

Vacancy: 1