Corporate Investment Consultant

Job Description

We are seeking a Corporate Investment Consultant to join our Midrand office. This role involves developing and implementing investment strategies for our clients, providing expert financial advice, and conducting market research to identify potential investment opportunities. The ideal candidate will have a strong background in corporate finance and investment analysis.

Responsibilities

• Assess client financial situations and recommend investment solutions.
• Manage client accounts, ensuring high levels of customer service.
• Analyze data and prepare reports to summarize investment performance.
• Provide mentorship and training to junior consultants within the team.
• Engage in networking opportunities to expand professional connections.

Requirements

Education

• Bachelor's degree in Economics or Business Administration
• Master's degree in Finance is preferred

Experience

• 7+ years of experience in investment consulting or financial advisory

Technical Skills

• Portfolio Management
• Risk Management

Soft Skills

• Negotiation
• Interpersonal Skills

Certifications

• Certified Financial Planner (CFP)
• Certification in Quantitative Finance (CQF)

Languages

• English: Fluent

Advantageous

• Experience in M&A advisory: Hands-on experience in mergers and acquisitions.
• Advanced Excel skills: Expert in advanced Excel functions and data analysis.

Benefits

• Medical insurance including dental and vision
• Profit-sharing scheme
• Paid time off and family leave
• Training and development opportunities

Company Culture

• Inclusivity: We value diversity and inclusion; all voices are welcomed and respected.
• Work-Life Balance: We promote a healthy balance between work and personal life.