Join an investment consulting firm that offers services including investment strategy review, portfolio construction, manager selection, market and economic analysis, performance reporting, risk management, and trustee training among others.

POSITION: Investment Associate

LOCATION: Midrand

SALARY: R1 000 000 per annum

Purpose of the role:

Provide support to Investment Consultant and wider Consulting team

Key Requirements:

Undergraduate degree (Finance, Management, Investment, Business, Risk etc)
Working towards Regulatory qualification/authority (eg. RE5) would be advantageous
Working towards investment industry body qualification (eg CFA/FIA) would be advantageous
2 – 3 years relevant experience (client facing roles, project management, finance, investment, consulting)

Key Performance areas:

Client Services

Drive organisational performance and goals
Ensure satisfied clients
Ensure good monitoring of investments

Performance reporting

Monitoring tool to ensure underlying building blocks are working
Keep clients up to date with portfolio performance
Manager Research

Market Research

To build internal knowledge on investment managers
To meet client requests