+27 (0) 82 823 9978 [email protected]

Senior Investment Specialist – SA1222

Our client is a leading provider of investment and retirement fund solutions for Corporates and Retirement Funds. The team specialises in pre- and post-retirement investment solutions, including annuities, smoothed bonus portfolios, pooled and tailored investment solutions. The role will require you to assist the wider team in meeting their objectives in terms of profitability and growth while driving innovation and client centricity.  

Candidates who are interested should be progressing toward either an Actuarial or CFA qualification with 8+ years’ relevant work experience such as investment consulting or investment management. You should demonstrate a passion for investments, be a self-starter with initiative who can work independently, showing strong problem-solving, decision-making and presentation skills.  

Responsibilities will include: 

  • Identifying and researching new investment opportunities. 
  • Refining existing solutions and developing new investment solutions, strategies and mandates for clients and the identified target market. 
  • Providing technical product support to the distribution and umbrella solutions team (including competitor analysis). 
  • Providing technical input into the various investment manager mandates in the business. 
  • Developing technical marketing and thought leadership content relating to the business’s investment strategies. 
  • Developing, executing and reporting on investment marketing campaigns that demonstrate a keen audience-centric focus and deliver on key business priorities. 
  • Building and maintaining strong relationships with internal and external clients. 
  • Contributing to client presentations and meetings (report-backs, new business pitches and due diligences). 

For more information, please contact Henda ([email protected] or +27 (0)83 603 2961). 

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