Investment Consultant

Position Name Investment Consultant/ Implemented Consultant
Reports to Executive Head: Investment Consulting
Location JHB – Head Office
 Division Investment Consulting
Purpose of the Job:
The purpose of the job is to design, construct and manage the NMG investment range into investment solutions for both external and NMG clients.Key Performance Objectives

  •  Act as the Key individual for the investment product range (Multi manager solution)
  • Utilisation of NMG’s internal IP to research, design and develop a range of investment products to be utilised via NMG’s client base.
  • Responsibility for the day to day oversight, management, implementation oversight of all investment products via NMG’s appointed investment partners.
  • Preparing investment analysis proposal documents, new business client presentations and investment report back presentations for institutional retirement funds
  • Keeping abreast of financial market trends and developments
  • Building and maintaining effective client relationships
  • Attending and presenting client investment report back meetings where applicable
  • Attending investment and risk product development committee meetings and to ensure proper minutes of all matters discussed.
  • Attending Joint investment committee meetings
  • Compliance oversight of staff under supervision.
  • Assisting in updating of Technical Marketing documentation (Investments brochures, Fee disclosure documents, Investment presentations) on a monthly basis
  • Distribution of Financial Markets literature) to all stakeholders invested within Investment range
  • Assisting with implemented consulting (ad-hoc Asset Liability Modelling (ALM) and Net Replacement Ratio (NRR) exercises, drafting of IPS’s, reviewing of client investment strategies)
  • Providing technical investment support within all of the NMG divisions.
  • Business development will form part of overall performance scorecard criteria.
 Education Requirements

  • Essential Qualifications: University Degree in Finance, Investment Management, Economics or Business and Chartered Financial Analyst (CFA).
  • Certifications: FAIS related accreditation/qualification RE1, RE 3 and RE 5
 Minimum Experience Level

  • 6-8 Year’s client facing and investment experience as investment manager.
Competencies (skills required) 

  • MS Office Competency
  • Business writing skills
  • Relevant regulatory knowledge
  • Investment market industry trends
  • Good business acumen
  • Self-Control, Initiative, Analytical Thinking, Professionalism, Administration Skills
  • Friendly and diplomatic nature with a passion for people
  • Maturity to speak confidently with intermediaries and clients
  • Have an aptitude to learn different products
  • Possess the highest standards of personal integrity and the ability to maintain confidentiality
  • Cope with shifting priorities
  • Ensure conformity with processes and rules
  • Organised and self-disciplined
  • Enjoy working in a team environment.
  • Numeric and Verbal Ability
  • Quality Focus (Attention to detail and Accuracy)
  • Adaptability, Stress tolerance
  • Ability to deal with complexity of different types of calls and clients
  • Ability to prioritise and function positively under pressure
  • Accept accountability and take responsibility for tasks done
  • Ability to relate to others