Job Description

SUMMARY:
Our client is looking for an Associate Investment Consultant to join their team - can be JHB or CPT based
POSITION INFO:
Job Specification

• Client-facing position
• Support Investment Consultants and/or Senior Investment Consultants in providing a professional and quality service to institutional clients
• Ensure that client requirements are managed to deliver, which includes operational and administrative applications
• Produce outputs of a high quality (including presentations, documents, emails)
• Investment-related and requires the employee to apply investment knowledge and thinking in their daily tasks
• Creating meeting action item notes
• Preparing presentations and attending client meetings
• Coordinating and preparing client output
• Performing investment-related calculations and analysis
• Checking investment reports and returns for accuracy
• Considering client investment strategy and monitoring alignment of client portfolio with strategy, tactical views, and regulations
• Ad hoc team-related outputs
• Administrative, operational and record-keeping tasks
• Key client contact for day-to-day requirements
• Collaborate with the Consulting Operations manager and Head of Consulting to create frameworks, methodologies and processes for consulting
• Contribute ideas for special projects to enhance consulting work and participate in projects (both internal and client projects) when required
• Stay current with AI developments relevant to the role and consulting more broadly, and share insights with team members

Minimum Requirement

• Preferably B.Com or equivalent with a focus on investment
• Evidence of investment-related knowledge, adaptability, and interests
• FAIS compliant representative (RE5)
• Obtain the RE5 qualification within 1 year from the date of appointment with our client
• CFA, CFP or similar, or studying towards these qualifications, is advantageous
• Minimum 5-7+ years of relevant investment industry experience
• Experience using or implementing AI tools for investment-related work is highly advantageous
• Excellent working knowledge of MS Office suite
• Performance analysis and calculation experience
• Time management and project management in a multi-faceted, multi-dimensional role
• Relevant investment industry experience (multi-management/ consulting/asset management)
• Client servicing and client relationship experience
• Solid technical understanding and knowledge of investments and markets, and practical experience in the application thereof in a working role across tasks

Kindly note that by submitting your application for this career opportunity, you agree that Guardian Recruiting may use your application for the purpose of the recruitment and selection of the said position, and this information may be shared with the relevant stakeholders in the business.
Please note that only short-listed candidates will be contacted.
Should you not have heard back within a two-week period, please assume that your application was unsuccessful