Senior Investment Analyst

SUMMARY:
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.

POSITION INFO:
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:

• 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.

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

• 5–10 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.

• 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.

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