Location
Remote, wes kaap, South-Africa
Posted
June 30, 2026
Job Description
Introduction
Established top investment solutions firm has an exciting client-facing opportunity available for a young investment professional to take responsibility for a portfolio of institutional clients and provide a comprehensive investment consulting service to these clients.
The firm is specifically seeking an investment technically strong individual, who would be able to perform investment consulting analysis/calculations/modelling herself/himself, if need be.
Duties & Responsibilities
- Deliver high quality client service and build deep relationships with clients, advisors and other stakeholders.
- Create, review and update investment manager research for distribution to a wide audience, including clients and prospective clients.
- Draft and review clients’ IPS and manage clients’ investment strategy design.
- Design and draft client investment presentations and attend client meeting...