Investment Consultant

An exciting opportunity has arisen for an Investment Consultant to join a highly respected financial services provider based in Johannesburg.

This role offers you the chance to work alongside experienced professionals and support a diverse portfolio of clients, including umbrella and standalone funds. You will be part of a collaborative team that values knowledge sharing, professional growth, and delivering exceptional client outcomes.

The organisation is committed to fostering an inclusive and supportive environment where your analytical abilities and passion for investment markets will be nurtured. With a focus on flexible working opportunities, ongoing training, and a strong commitment to equal employment opportunity, this position is ideal for someone looking to advance their career in investment consulting while making a meaningful impact on client portfolios.

Key qualifications and experience for the Investment Consultant

• A minimum of 4 years' relevant experience in investment consulting or related financial services roles
• BCom Investments (Honours or Masters) / Maths/Economics or BSc (Honours) Stats/Maths i
• RE examinations along with adherence to fit-and-proper requirements of an FSP

Key duties for the Investment Consultant

• Work closely with senior consultants and investment teams to deliver tailored solutions for a range of institutional clients, ensuring high-quality service and timely execution of strategies.
• Oversee the implementation of investment strategies for both umbrella and standalone funds, collaborating with the broader investment team to ensure seamless execution.
• Draft and review client Investment Policy Statements annually, aligning them with best practice standards and organisational philosophy.
• Design bespoke investment strategies for clients based on established processes and philosophies, ensuring alignment with their objectives.
• Prepare comprehensive investment reports in collaboration with the reporting team, guaranteeing timely delivery ahead of client meetings.
• Coordinate manager reviews and strategy assessments using robust research methodologies and proprietary tools, working closely with the research team.
• Develop engaging client presentations and participate in meetings to provide insightful feedback on economic trends, performance metrics, and strategic recommendations.
• Deliver consistently high levels of client service by responding promptly to ad hoc data requests and analytical queries within specified turnaround times.
• Implement member analytics and projection statement services at each client site to enhance transparency and decision-making capabilities.
• Manage contractual obligations, income tracking, invoicing processes, compliance requirements (including FICA), and ensure all client records are accurately maintained.

Key skills

• Attention to detail
• Demonstrated proficiency in performance analysis coupled with quantitative analytical skills, logical reasoning, and problem-solving abilities
• Exceptional written and verbal communication
• Strong Excel skills
• Deadline driven
• Proven ability to work independently under pressure and within a team
• Ability to produce accurate work in a timely manner
• Strong organisational skills
• A genuine interest in current economic events, market developments, policy changes, theory application, and practical implications within the investment landscape

What's next:

If you are ready to take the next step in your career journey by joining an award-winning organisation where your expertise will be valued and your growth supported, then apply today!