Senior Investment Consultant

Are you an experienced investment professional with a passion for driving portfolio performance? We are seeking a Senior Investment Consultant to join our leading team. If you have multi-manager experience and hold a CFA designation or are a CA(SA) , we want to hear from you Position: Senior Investment Consultant Location: Western Cape Industry: Investment Management Qualification: CFA preferred / CA(SA) Experience: Multi-manager experience required Key Responsibilities: Provide expert investment advice and insights to clients, focusing on multi-manager portfolio strategies. Lead the design, implementation, and monitoring of investment solutions tailored to client needs. Conduct in-depth analysis of asset allocation, fund manager selection, and portfolio construction. Engage with clients to build long-term relationships and offer ongoing portfolio reviews and performance analysis. Stay up to date with market trends, economic developments, and new investment opportunities. Collaborate with internal teams to ensure the alignment of client portfolios with strategic goals. Prepare detailed investment reports and present recommendations to clients and stakeholders. Requirements: CFA designation (preferred) or CA(SA) qualification. Extensive multi-manager experience, with a solid understanding of portfolio management and asset allocation. Strong analytical skills, with the ability to evaluate fund managers and investment strategies. Excellent communication and client relationship management skills. Ability to work both independently and as part of a collaborative team. What We Offer: Competitive compensation package with performance-based incentives. The opportunity to work with leading investment professionals in a dynamic and fast-paced environment. Exposure to a diverse range of clients and multi-manager strategies. If you are interested in this opportunity, please apply directly. For more finance jobs, please visit www.networkrecruitment.co.za If you have not had any response in two weeks, please consider the vacancy application unsuccessful. Your profile will be kept on our database for any other suitable roles / positions. For more information contact: Camryn Mearns Specialist Consultant: Finance cmearnsnetworkfinance.co.za

Location: Cape Town Region, ZA

Posted Date: 9/25/2024