Investment Analyst/Snr Consultant - Asset

Location: Johannesburg, South Africa
Salary: neg
Recruiter: Moving Heads Personnel CC
Job Ref: Inv Anal
Date posted: Thursday, September 12, 2019
Summary: Senior Consultant (Asset)/Investment Consultant



Job Description

Senior Consultant (Asset)

Sandton, Johannesburg


  • Analyze different investment markets, managers' investment styles and portfolio characteristics and evaluate their impact on investment performance
  • Produce accurate and detailed client reports through analysis of client-specific investment data
  • Communicate with investment managers and custodians to gather and/or clarify client-specific data or reporting
  • Examine and monitor developments at investment management firms
  • Notify clients of critical issues in an accurate and timely manner
  • Attend and participate in quarterly client meetings
  • Play a key role in investment manager searches, investment structure reviews, mutual fund  selection, asset allocation studies, new business presentations and other investment-related activities
  • Provide strategic investment related advice


Qualifications, skills and Experience


  • A bachelor's degree in finance, economics, math or other business-related area with strong

            quantitative and analytical course content

  • +5 years of investment-related experience
  • Degree with 6 to 8 years related experience
  • Experience presenting to clients
  • Self-motivation, with ability to work well in a highly collaborative team environment
  • Ability to multitask, manage multiple priorities and work in a rapidly changing and dynamic environment, with strong analytical, project management, sales and communication skill       
  • High-level attention to detail and an understanding of its application to the bigger picture
  • Eagerness to learn and keep up to date with the investment industry and market conditions
  • Adaptability and decisiveness
  • Good technical skills; proficiency in Microsoft Excel, Word and PowerPoint
  • Ability to manage, motivate, and mentor junior-level staff
  • Preferred: insurance balance-sheet assets investment experience and/or familiarity with statutory accounting principles and NAIC capital framework
  • Technical advice and support
  • Production target achievement and budgeting
  • Compliance and risk management
  • Client relationship management
  • Strategic business plan development and implementation


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