An opportunity is available for an Investment Specialist, based in Lesotho.
IAC is dynamic team, having established a Quality Brand and Professional Reputation in the market through its independency, and customized services provided to its clientele through out sub-Saharan African and Global. We have a long-held commitment to providing independent, professional and personalized service to our clients. Our client interface is guided by the principles of providing value and service satisfaction that exceeds our client’s expectations.
We are looking to hire a highly professional, detail-oriented, and confident Investment Analyst/Specialist with a focus on business development and client retention. The ideal candidate will possess a strong analytical skill set, with the ability to monitor client portfolios from both a regulatory and mandate compliance perspective. In addition, they will play an essential role in fostering new business opportunities, strengthening client relationships, and ensuring the long-term satisfaction of our institutional clients.
Location: Lesotho – Maseru
Qualifications and Experience:
· A relevant degree in finance / actuarial field / CFA.
· A minimum of 5-years’ experience in investment analysis or portfolio monitoring of institutional investor portfolios.
Key Responsibilities:
· Your key responsibility: Provide monitoring reports to our institutional client base. The monitoring reports will focus on mandate and/or regulatory compliance. The successful applicant will be engaging with various institutional investors and hence needs a good understanding of investment instruments in an institutional investor setting.
· Interact with all other stakeholders regarding the client’s assets, including Administrators, Asset Managers, Actuaries, Consultants and Auditors. Assist auditors, actuaries and administrators with information/documentation required to operate and manage the client’s assets.
· Address and manage all investment related issues & queries (orally and through written reports)
· Research and investigate all investment related issues concerning the client’s portfolio (investment services, cost & fee structures, any other investment related issue requested by the Trustees from time to time)
· Keep abreast of all current market and economic conditions and with industry related issues and new product developments.
Identify and pursue new business opportunities, working closely with internal teams to attract and onboard new institutional clients.
· Develop and maintain relationships with potential clients, showcasing the IAC’s investment strategies and expertise to drive growth.
· Foster long-term relationships with existing clients by identifying opportunities for additional services, investment products, and portfolio optimization.
· Work closely with clients to ensure satisfaction, enhance business relationships, and increase client retention.
· Conducting all tasks and responsibilities on a level that is professional and compliant with regulation and IAC best practice.
Personal Attributes
Skills and Attribute:
· Strong numeracy and financial acumen.
· In-depth knowledge of financial instruments, investment products, asset managers, and regulations.
· Advanced MS Office skills (Excel); database knowledge is a plus.
· Ability to manage responsibilities independently without supervision.
· Excellent communication and presentation skills.
· Able to work under pressure and meet deadlines.
· Comfortable working both independently and as part of a team.
· Detail-oriented with a structured, analytical approach.
· Enjoys engaging with stakeholders such as auditors, administrators, asset managers, and clients.
· Critical thinker with a solution-oriented mindset.
· Identifies growth opportunities and adapts to market changes.
· Focused on resolving client and investment issues efficiently.
· High integrity and adherence to industry regulations.
· Collaborative and effective in cross-functional teams.
Interested candidates to Please submit a CV with a covering motivation letter (max 1 page) to [email protected]
Closing Date: 3 March 2025, applications will be evaluated as they are received.
IAC reserves the right not to make an appointment. Successful respondents will receive responses by no later than from us by 21 March 2025. If you have not heard from us, please consider your application unsuccessful, however your CV will be kept on file should a similar position become available.