Investment Consultant

About the role

We are seeking a highly analytical Investment Consultant to join our team and provide top‑tier investment advice to institutional clients. The role involves delivering performance monitoring, market research, and tailored recommendations while maintaining strong client relationships.

Key responsibilities

• Monitor investment performance and conduct benchmarking and attribution analysis.
• Perform market research, data analysis, and comparative assessments.
• Prepare standard and ad‑hoc recommendation reports using in‑house templates.
• Develop and maintain relationships with clients, investment managers, custodians, and administrators.
• Support the creation of investment recommendations and client deliverables.
• Ensure compliance with quality standards, data protection, audit trail requirements, and AML/CFT procedures.

Required profile

• Bachelor’s degree in finance, accounting, mathematics, actuarial studies, business, economics, or a related field.
• CFA charterholder or completion of at least Level 2 of the CFA program.
• Minimum of 5 years of experience preparing investment recommendation reports for institutional clients.
• Strong quantitative and analytical problem‑solving abilities.
• Good knowledge of investments, financial markets, pension schemes, and relevant legal and regulatory environments.
• Excellent written, verbal, and presentation skills with confidence engaging diverse stakeholders.
• Client‑service orientation, strong time‑management, and a proactive, collaborative mindset.
• High integrity, resilience, and ability to perform under pressure.

Required skills