Senior Investment Consultant

SUMMARY:
Lead with insight. Advise with impact. Shape the future of investment consulting.

We’re looking for a seasoned investment consultant to drive strategic client engagements, deliver high-value solutions, and mentor the next generation—all while embracing innovation in a tech-enabled consulting landscape.

POSITION INFO:

Client Advisory & Relationship Management
Lead and manage client relationships across pension, insurance, and institutional mandates
Develop and implement tailored investment strategies aligned with client objectives
Present investment performance, market updates, and recommendations at board and committee meetings
Draft and maintain Investment Policy Statements (IPS) and 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
Evaluate portfolio performance using attribution, risk analysis, and 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 integration of proprietary systems and automation tools into consulting workflows
Liaise with reporting and operations teams for timely and accurate client reporting
Leadership & Collaboration
Mentor and review work of junior consultants and analysts
Collaborate with internal teams to enhance client service delivery
Contribute to new business development through RFPs, tenders, and proposals
Participate in internal committees, including economic and tactical asset allocation discussions

Skills & Experience
Exceptional communication and presentation skills for board-level engagements
Strong client management, interpersonal, and leadership abilities
Advanced analytical and problem-solving skills with proficiency in Excel and PowerPoint; knowledge of R, Python, or Power BI is a plus
Solid understanding of investment regulations (e.g., Regulation 28, SAM) and ESG integration
Experience in performance attribution, ALM modelling, and strategic asset allocation

Qualifications
Honours degree in Actuarial Science, Finance, Economics, or related field
CFA/CAIA or actuarial progress advantageous
Minimum 5–10 years in investment consulting or institutional asset management with proven expertise in manager selection and client advisory

Apply now!

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For more information, contact:
Recruitment Consultant
Bianca Langenhoven

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