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Associate Investment Consultant

Associate Investment Consultant

RisCuraWorkFromHome, Western Cape, South Africa
4 days ago
Job description

About the role

Associate Investment Consultant at RisCura (Glasgow, Scotland – Johannesburg / Cape Town / Hybrid).

Key Responsibilities

  • Gain a thorough understanding of client requirements, plan for delivery and 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 :
  • 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 – technical, administrative, qualitative and operational in nature.
  • Collaborate with other consultants to strategise 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, access information and 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 stepping in as a stand‑alone speaker at client meetings or delivering client report‑backs or training sessions on an ad‑hoc basis.
  • As a consulting team member, collaborate with the Consulting Operations Manager and Head of Consulting to create frameworks, methodologies and processes for consulting.

Qualifications

  • Preferably B.Com or equivalent with a focus on investment studies / finance / similar.
  • Other tertiary qualifications may be considered, depending on experience and evidence of investment‑related knowledge, adaptability and interests.
  • FAIS compliant representative (RE5) strongly advantageous. Minimum requirement is to obtain the RE5 qualification within 1 year from the date of appointment at RisCura.
  • CFA, CFP® or similar, or studying towards these qualifications is advantageous.
  • Experience

  • Relevant investment industry experience (multi‑management / consulting / asset management).
  • Client servicing and client relationship experience.
  • Minimum 5–7+ years of relevant investment industry 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 is highly advantageous.
  • Experience using or implementing AI tools for investment‑related work is highly advantageous.
  • Key Competencies, Skills and Attributes

  • Client focused.
  • Driven by and keep to timelines.
  • Able to work under pressure and multitask.
  • Problem‑solving / solutions‑focused ability and mindset.
  • Flexibility and adaptability to ensure delivery of outputs and to maintain a high‑quality standard at all times.
  • Minimum of a basic working knowledge of AI and machine learning concepts and their application in financial services.
  • Ability to identify opportunities where AI can enhance workflow efficiency.
  • Willingness to learn and adapt to emerging AI technologies in the investment industry.
  • Critical thinking about AI outputs and appropriate application in client contexts.
  • Self‑driven, determined and motivated.
  • Professionalism in all interactions.
  • Positive attitude to learning, growing and getting things done.
  • Ability to work in a team and to work well independently.
  • Willingness to put in long hours when needed.
  • Time management and project management, and the ability to make efficient use of core working hours.
  • The nature of the job requires a high level of resilience and emotional maturity.
  • Commitment to learning and development.
  • Other Key Relationships

  • Key client contact for day‑to‑day requirements.
  • Frequent interaction with Head of Consulting, Consulting Operations Manager, the consulting team and intentional investment 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.
  • Remuneration

    Market‑related.

    Employment Details

  • Seniority level : Mid‑Senior level
  • Employment type : Full‑time
  • Job function : Finance and Sales
  • Location : Johannesburg / Cape Town / Hybrid
  • EEO Statement

    RisCura complies with the Employment Equity Act and will fill all roles in accordance with our Employment Equity strategy and to the specification of the business area. Applicants who have not heard back from Human Resources within one month of the closing date should consider their application unsuccessful.

    Application Information

    Applications close 30 November 2025.

    Apply today.

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    Investment Associate • WorkFromHome, Western Cape, South Africa

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