Associate Investment Consultant needed at RisCura

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Job title : Associate Investment Consultant

Job Location : Gauteng, Cape Town

Deadline : July 13, 2024

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  • Client servicing and client relationship experience. Minimum 5-7+ years of relevant 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 highly advantageous.

Key Responsibilities

  • Gain a thorough understanding of client requirements, plan for delivery and then project manage the deliverables for clients to deadline
  • Support more senior consultants in client engagement and delivery by performing a range of required investment and client service-related tasks including:
  • Meeting note taking
  • Preparing and attending presentations as required
  • Co-ordinating 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 portfolio with strategy, tactical views, and regulation
  • 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 to 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 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 consulting team member:
  • Collaborate with the Consulting Operations manager and Head of Consulting to create frameworks, methodologies and processes for consulting

Other Key Relationships

  • Key clients contact for day-to-day requirements
  • Frequent interaction with Head of Consulting, Consulting Operations Manager, the consulting team and intentionally investing in relationships with team members and key co-workers
  • Build and maintain a strong working relationship with clients from a service delivery and daily interaction perspective
  • Building good working relationships with members of other teams, including, but not limited to, Investment Research, Asset Allocation, Administration, Reporting
  • Building and maintaining a network of relevant industry contacts

How to Apply for this Offer

Interested and Qualified candidates should Click here to Apply Now

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