Job Summary
Are you a seasoned investment professional with strong technical expertise and a passion for delivering high‑impact advisory solutions? This is an exciting opportunity to lead strategic client engagements and influence investment outcomes across institutional portfolios.
ou will lead client relationships, design investment strategies, conduct in‑depth research across multiple asset classes, and mentor junior consultants. This is an excellent opportunity for an experienced investment professional who thrives in a collaborative, analytical, and client‑centric environment
Key Responsibilities:
- Lead and manage client relationships across pension, insurance, and institutional mandates
Mentor junior consultants and contribute to business development and proposal preparation
Work closely with research, systems, and reporting teams to enhance client deliverables
Support integration of proprietary systems and automation tools into consulting workflows
Coordinate manager transitions, rebalancing, cash flows, and compliance monitoring
Present performance, market insights, and recommendations to boards and committees
Conduct ALM studies, strategic asset allocation, and manager research across asset classes
Develop tailored investment strategies aligned with client objectives and guidelines.
Experience Requirements:- Honours in Actuarial Science, Investment Management, Finance, Economics, or related field (CFA/CAIA advantage)
- 5–10 years in investment consulting or institutional asset management
- Experience in strategic asset allocation, manager selection, portfolio evaluation, and client advisory
- Exposure to ALM modelling, reporting systems, actuarial frameworks, or LDI advantageous
Skills –- Proficiency in Excel & PowerPoint; R, Python, or Power BI advantageous
- Strong quantitative, analytical, and regulatory knowledge (Reg 28, SAM, ESG integration)
- Excellent written and verbal communication and strong client‑facing skills
- Ability to work independently and in multidisciplinary teams with a proactive mindset