Job Description

ROLE DESCRIPTION:

This position is for an experienced Associate Investment Consultant with a respected Asset Consultant Company.

PURPOSE OF JOB:

This is a client-facing position, providing a high standard of client service to a range of large, sophisticated institutional asset owners which include pension and provident funds, medical aids and trusts. Deliverables will range from day-to-day managing of client expectations, coordinating delivery of various services to clients, continuous monitoring of the client's portfolio and regular client communication through report-back presentations. The role is investment-related adn requires the employee to apply investment knowledge and thinking in their daily tasks. The role supports the Investment Consultants and/or Senior Investment Consultants in providing a professional and quality service to institutional clients.

KEY RESPONSIBILITIES, or MONTHLY/DAILY TASKS:

Gain a thorough understanding of client requirements, plan for delivery and then project manage the deliverables for client deadlines.

Support Senior Consultants in client engagement and delivery by performing a range of required investment and client service-related tasks, including:

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 porfolio 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
Produce a variety of outputs for clients as defined in the client requirements. Outputs can be technical, administrative, qualitative and operational in nature.

Collaborate with other Consultants to strategize on client deliverables, ensure best quality solutions and plan for deliverables and timelines.

Collaborate and engage with colleagues in other departments to request work deliverables, to access information and to gain support for task completion.

Gaining, maintaining and enhancing an in-depth understanding of investments and markets.

When required, present at internal and external meetings, including being able to step in a stand-alone capacity at a client meeting, to present and run a client report-back or training session, if required on an ad-hoc basis.

As a consulting team member:

Collaborate with the Consulting Operations manager and Head of Consulting to create frameworks, methodologies and process 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
Together with senior members, drive AI integration and process enhancement in the broader Consulting team. This includes, but is not limited to, attending company AI sessions, providing updates to the Consulting team, and supporting the Head of Consulting with related initiatives.

KEY RELATIONSHIPS:

Reports to Head of Consulting

KEY COMPETENCIES, SKILLS AND ATTRIBUTES:

Client focused Driven by and keep to timelines Able to work under pressure and multitask Problem-solving/solutions-focused ability and mindset Flexibility and adaptability to ensure delivery of outputs and to ensure that a high-quality standard is maintained at all times Minimum of a basic working knowledge of AI and machine learning concepts and their application in financial services Ability to identify opportunities where AI can enhance workflow efficiency Willingness to learn and adapt to emerging AI technologies in the investment industry Critical thinking about AI outputs and appropriate application in client contexts Self-driven, determined and motivated Professionalism in all interactions Positive attitude to learning, growing and getting things done Ability to work in a team and be able to work well independently Willing to put in long hours when needed Time management and project management, and the ability to make efficient use of core working hours The nature of the job means that a high level of resilience and emotional maturity is required Commitment to learning and development
REQUIRED QUALIFICATIONS AND EXPERIENCE:

Preferably B.Com. or equivalent with a focus on investment studies/finance/similar Other tertiary qualifications may be considered, depending on experience and evidence of investment-related knowledge, adaptability and interests FAIS Compliant Representative (RE5) strongly advantageous. Minimum requirement is to obtain the RE5 qualification within 1 year from the date of appointment CFA, CFP or similar, or studying towards these qualifications, is advantageous Relevant investment industry experience (multi-management / consulting / asset management) Client servicing and client relationship experience Minimum 5-7 years of relevant investment industry experience Solid technical understanding and knowledge of investments and markets, and practical experience in the application thereof in a working role across tasks Time management and project management in a multi-faceted, multi-dimensional role that regularly requires a fast but accurate working pace and rapid switching between outputs Excellent working knowledge of MS Office suite Performance analysis and calculation experience is highly advantageous Experience using or implementing AI tools for investment-related work is highly advantageous
Job Types: Full-time, Permanent

Education:

Bachelors (Required)
Experience:

multi-management/consulting/asset management: 5 years (Required)
Work Location: Remote