Senior Investment Consultant

SUMMARY:
Novare Actuaries & Consultants (NAC) is 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 NAC’s transition to a tech-enabled consulting model.

POSITION INFO:

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 NAC’s 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

For more information contact:
Recruitment Consultant:
Kayla Reddy:

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