Senior Investment Consultant

Communicate Finance; Johannesburg; On-site; ZAR 600 000 - 800 000; Full time

Job summary

A renowned investment consultancy is seeking a Senior Investment Consultant to lead client engagements and provide strategic investment advice. This role requires excellent communication skills and experience in client management, along with technical expertise in investment consulting. Candidates should possess an Honours Degree in a relevant field and 5-10 years of experience. The position offers opportunities for mentoring and working in a collaborative environment, where you will influence strategic asset allocations and drive client success.

Qualifications

• Minimum 5-10 years of experience in investment consulting.
• Proven experience in strategic asset allocation and manager selection.
• CFA/CAIA/AMASSA/TASSA progress advantageous.

Responsibilities

• Lead client relationships across pension, insurance and institutional mandates.
• Conduct asset-liability modelling and strategic asset allocation analysis.
• Mentor and review the work of junior consultants.

Skills

Excellent written and verbal communication

Strong client management skills

Ability to work independently

Proficiency in Excel and PowerPoint

Strong quantitative and analytical skills

Familiarity with Regulation 28

Education

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

Tools

R

Python

Power BI

Job description

Overview

Reference: CFA020893-KR-1 Seeking a Senior Investment Consultant to lead client engagements, provide strategic investment advice and deliver high-quality consulting outputs. This role combines technical investment expertise with strong client relationship management skills and offers the opportunity to mentor junior consultants while driving transition to a tech-enabled consulting model.

Duties & Responsibilities

• Client Advisory & Relationship Management – Lead client relationships across pension, insurance and institutional mandates; Develop and implement tailored investment strategies aligned with client objectives; Present investment performance, market updates and strategy recommendations at board and committee meetings; Draft and maintain Investment Policy Statements (IPS) and related governance documentation
• Investment Strategy & Research – Conduct asset-liability modelling (ALM) and strategic asset allocation analysis; Perform manager research and due diligence across multiple asset classes (equity, fixed income, alternatives, offshore); Evaluate portfolio performance using attribution, risk analysis and peer benchmarking; Contribute to macroeconomic outlooks and tactical asset allocation recommendations
• Implementation & Oversight – Coordinate manager transitions, cash flows and rebalancing strategies; Monitor mandate compliance, investment risk and governance adherence; Support the integration of proprietary systems and automation tools into client consulting workflows; Liaise with reporting and operations teams to ensure timely and accurate delivery of client reports
• Leadership & Collaboration – Mentor and review the work of junior consultants and analysts; Collaborate with Manager Research, Systems Development and Reporting teams to enhance client service delivery; Contribute to new business development by preparing and reviewing RFPs, tenders and proposals; Participate in internal committees including the Economic and Tactical Asset Allocation (TAA) Committee

Skills & Experience

• Excellent written and verbal communication including presentation to boards and committees
• Strong client management and interpersonal skills
• Ability to work independently and collaboratively in a multi-disciplinary environment
• Proactive mindset with strong problem-solving and leadership abilities
• Proficiency in Excel and PowerPoint; working knowledge of R, Python or Power BI advantageous
• Strong quantitative and analytical skills with ability to interpret complex financial data
• Familiarity with Regulation 28, SAM and other local investment regulatory frameworks
• Experience with performance attribution, ALM modelling or ESG integration desirable

Qualifications

• Honours Degree in Actuarial Science, Investment Management, Finance, Economics or related field
• CFA/CAIA/AMASSA/TASSA progress advantageous
• Minimum 5-10 years of experience in investment consulting or institutional asset management
• Proven experience in strategic asset allocation, manager selection and client advisory
• Exposure to actuarial modelling, investment reporting systems or LDI frameworks advantageous

Required Experience

Senior IC

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