Investment Specialist at Robert Walters

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 degreein Finance, Economics orBusiness (postgraduate advantageous).
• Professional progress toward CFA/CFP (preferred).
• **Fluent in Afrikaans, due to clientele (highly preferred)**
• Meets FAIS Fit & RE5completed (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 productswith 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 eventssuch as webinars and research forums while creating meaningful follow-ups that generate tracked business opportunities.
• Uphold governanceand 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