Senior Investment Consultant

SUMMARY:
Are you an experienced investment professional who enjoys solving complex portfolio challenges, advising institutional clients, and shaping long-term strategy? This is an exciting opportunity to join a forward-thinking investment consulting team that blends deep technical expertise with modern, tech-enabled advisory solutions.

POSITION INFO:
You will lead client relationships, design investment strategies, guide asset allocation decisions, and mentor junior team members — all while contributing to a consulting model built for the future.

Key Responsibilities:

• Lead advisory relationships across pension funds, insurers, and institutional clients.
• Develop and implement tailored investment strategies aligned with client objectives.
• Present market insights, performance results, and recommendations at Board and Committee meetings.
• Draft and maintain investment policy statements and governance documentation.
• Conduct ALM (asset-liability modelling), strategic asset allocation and multi-asset research.
• Perform manager research and due diligence across local and global asset classes.
• Analyse portfolio performance using attribution, risk analytics, and benchmarking.
• Coordinate rebalancing, transitions, and cash flow management activities.
• Monitor investment risk, governance adherence and mandate compliance.
• Mentor Junior Consultants and review technical output.
• Collaborate with research, reporting and systems teams to enhance service delivery.
• Contribute to proposals, tenders, RFPs and new business development.

• Education (Minimum requirement):
  • Honours Degree in Actuarial Science, Investment Management, Finance, Economics, or a related field.
• Experience:
  • 5–10 years of experience in investment consulting or institutional asset management.
  • Strong experience in manager selection, strategy formulation, and portfolio advisory.
  • Exposure to ALM, investment modelling, or risk frameworks advantageous.
• Skills (Technical & systems):
  • Advanced Excel and PowerPoint.
  • Working knowledge of Python, R, or Power BI (advantageous).
  • Strong analytical and quantitative ability.
  • Understanding of Regulation 28, SAM, and other investment governance frameworks.
  • Experience with performance measurement, portfolio construction, or ESG integration is beneficial.
• Other Non-negotiables:
  • Excellent communication skills — able to present to Boards and Committees with confidence.
  • Strong client management and relationship-building ability.
  • Ability to work independently and within a multi-disciplinary team.
  • Commercial acumen and professional stakeholder presence.

• Actuarial roles (Life, Short-Term, Health, Pensions, Quantitative)
• Data Scientists / Data Analysts (Python, R, SQL, Machine Learning)
• Risk Analysts (Credit, Market, Model Risk, Operational)
• Pricing Specialists (Insurance, Financial Products)
• Machine Learning & AI Data Scientists (ML Ops, NLP, Predictive Modelling)
• Quantitative Specialists across Banking, Insurance, and FinTech