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Investment Specialist

Robert WaltersJohannesburg, ZA

2 days ago

Job description

Job title : Investment Specialist

Job Location : Gauteng, Johannesburg

Deadline : October 24, 2025

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Introduction

A leading global investment management firm is seeking an Investment Specialist to join their Johannesburg team.

This is a unique opportunity to become part of a forward-thinking organisation renowned for its precision-engineered portfolio solutions and award-winning performance.

With a strong presence across multiple continents and a reputation for delivering consistent, market-leading investment outcomes, this company offers you the chance to work alongside some of the most knowledgeable professionals in the industry.

The role is designed for someone who thrives in a collaborative, ever-evolving environment and is passionate about connecting with professional buyers, shaping compelling investment narratives, and driving commercial success.

Key qualifications and experience for the Investment Specialist

Bachelor’s degree in Finance, Economics or Business (postgraduate advantageous).

Professional progress toward CFA / CFP (preferred).

Fluent in Afrikaans, due to clientele (highly preferred)

Meets FAIS Fit & RE5 completed (advantageous)

5+ years’ experience in LISP platform or asset management distribution roles within retail or wholesale channels - with demonstrable track record of securing fund-flow wins through established industry relationships.

Established relationships with DFMs, multi-managers, platforms / LISPs and research / IC decision-makers

Sales / front office experience (“hunter”) – presenting to clients

Demonstrated expertise in portfolio construction principles including risk / return drivers, drawdowns analysis, benchmarks comparison, and peer group evaluation within asset management contexts.

Comprehensive product fluency across building-block funds, specialist fixed income instruments, and multi-asset fund structures; able to translate complex investment processes into practical use cases for diverse buyer segments.

In-depth understanding of the wholesale landscape encompassing DFM / multi-manager research processes as well as LISP / platform onboarding mechanics and due diligence workflows.

Proven commercial discipline evidenced by structured opportunity management practices - qualification through progression to closing - and data literacy supported by rigorous CRM usage.

Key duties for the Investment Specialist

Develop and nurture a focused book of professional relationships across priority discretionary fund managers, multi-managers, platforms, institutional consultants, and other wholesale investors to secure approvals, listings, and funding decisions.

Position building-block equity strategies , multi-asset funds, and specialist fixed-income products with clear, compliant narratives tailored to specific portfolio roles and client objectives.

Lead due diligence and investment committee-style engagements by articulating process details, risk management approaches, performance metrics, and peer context to prospective clients.

Convert qualified sales opportunities into durable flows through disciplined pipeline management, accurate forecasting, meticulous CRM hygiene, and timely follow-through on all interactions.

Represent the organisation at targeted events such as webinars and research forums while creating meaningful follow-ups that generate tracked business opportunities.

Uphold governance and conduct standards by recording all client interactions accurately and adhering strictly to regulatory requirements including FAIS / FSCA, TCF, POPIA, and financial promotions guidelines.

Collaborate closely with internal teams including partner development, marketing, and investment specialists to ensure technical depth in client engagements and seamless operational execution.

Translate complex investment processes into buyer-specific use cases that resonate with professional audiences across retail and wholesale channels.

Maintain up-to-date knowledge of industry trends , competitor offerings, and evolving client needs to inform product positioning and strategic engagement plans.

Local travel to clients

Key skills

Exceptional communication skills as both a confident presenter at industry events / webinars / research forums and a precise writer capable of producing crisp follow-ups or handling technical Q&A sessions credibly.

Partner-minded approach characterised by consultative problem-solving abilities; low-ego collaboration style; high-integrity interpersonal conduct; proactive organisational habits; accountability under pressure; resilience when facing challenges; comfort working cross-functionally with various internal teams.

Solutions- oriented, self-starter

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Investment Specialist • Johannesburg, ZA

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