Associate Investment Consultant at RisCura

EXPERIENCE

• Client servicing and client relationship experience. Minimum 5-7+ years of relevant 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 highly advantageous.

Key Responsibilities

• Gain a thorough understanding of client requirements, plan for delivery and then 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 including:
• 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. Outputs can be technical, administrative, qualitative and operational in nature
• Collaborate with other consultants to strategize 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, to access information and to 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 being able to step in in a stand-alone capacity at a client-meeting, to present and run a client report-back or training session, if required on an ad-hoc basis
• As consulting team member:
• Collaborate with the Consulting Operations manager and Head of Consulting to create frameworks, methodologies and processes for consulting

Other Key Relationships

• Key clients contact for day-to-day requirements
• Frequent interaction with Head of Consulting, Consulting Operations Manager, the consulting team and intentionally investing 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