Senior Investment Analyst

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profile Monthly Salary: Not Disclosed
Posted on: 2 days ago
Vacancies: 1 Vacancy

Job Summary

Reference: NFP016433-LLR-1

Are you an experienced investment professional ready to take the lead in advising institutional clients and shaping high-impact investment strategies This is an exciting opportunity to step into a senior consulting role where your expertise leadership and strategic insight will directly influence decision-making at the Board level.
Join a forward-thinking investment advisory environment offering a tech-enabled data-driven approach to institutional consulting. This opportunity is ideal for a Senior Investment Consultant who enjoys steering client strategy working with sophisticated investors and contributing to a modern consulting model supported by automation and advanced systems.

Youll work alongside a team of specialists contribute to developing cutting-edge solutions and play a key role in mentoring emerging talent. If youre looking for meaningful client impact professional growth and exposure to high-level strategic workthis is the role for you.

Duties & Responsibilities

Duties:
  • Lead client engagements across pension insurance and institutional mandates.
  • Deliver strategic investment advice performance insights and governance documentation.
  • Conduct ALM studies strategic asset allocation and manager research across asset classes.
  • Coordinate implementation activities such as transitions rebalancing compliance monitoring and reporting oversight.
  • Mentor junior consultants and collaborate with internal research systems and reporting teams.

Required:

  • Honours Degree in Actuarial Science Investment Management Finance Economics or a related field.
  • Progress toward CFA CAIA AMASSA or TASSA advantageous.

Experience:

  • 510 years in investment consulting or institutional asset management.
  • Strong background in strategic asset allocation manager selection and client advisory.
  • Exposure to ALM modelling investment systems reporting tools or LDI frameworks beneficial.

Skills:

  • Advanced Excel and PowerPoint skills.
  • Working knowledge of R Python or Power BI advantageous.
  • Excellent communication analytical capability and Board-level presentation experience.
  • Familiarity with Regulation 28 SAM and institutional investment regulatory frameworks.
  • Strong interpersonal problem-solving and leadership abilities.

Apply now! Please send your CV to

For more exciting vacancies please visit:

I also specialise in recruiting in the following:
  • Actuarial & Quantitative Finance
  • Portfolio & Risk Management
  • Financial Markets Strategy

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.

For more information contact:
Louide Le Roux
Recruitment Consultant
Connect with me on LinkedIn!
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Reference: NFP016433-LLR-1Are you an experienced investment professional ready to take the lead in advising institutional clients and shaping high-impact investment strategies This is an exciting opportunity to step into a senior consulting role where your expertise leadership and strategic insight ...
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Key Skills

  • Wealth Management
  • Cash Flow Analysis
  • Investment Experience
  • Asset Management
  • Analysis Skills
  • Securities Law
  • Equity Research
  • Investment Management
  • Private equity
  • Process Management
  • Financial Modeling
  • Bloomberg