Apex Group Careers

Apex Investment Advisory

Job Description

Job Title: Associate

Salary: Competitive + Benefits

Division:  Investment Advisory

Location:  Cape Town, South Africa

About the Role

The Associate will be a core member of the Investment Advisory team, contributing to a variety of high-impact projects for institutional clients. The team provides a full range of advisory and investment services including strategic asset allocation, portfolio construction, manager selection, investment and operational due diligence, on-going portfolio monitoring, in addition to bespoke consulting advice and analytics. The team covers all asset classes with a specialist focus on alternative investments, including private markets, specifically private equity, private credit, infrastructure and real estate.

Key Tasks and Responsibilities

• Lead research initiatives on investment managers, funds, and the markets in which they operate, particularly focusing on private markets
• Collaborate on manager selection mandates for institutional clients, contributing substantially to both qualitative and quantitative analyses
• Contribute to both investment and operational due diligence on fund managers
• Deliver various reports, including due diligence reports, economic reviews and research pieces
• Support strategic asset allocation and portfolio construction exercises
• Develop expertise quickly on major sectors of interest to the investment community

Candidate Profile

Essential

• Minimum of 5 to 7 years’ relevant experience within alternative investments/ private markets
• Proven experience in managing and leading a small team, demonstrating effective leadership and mentorship skills
• Proven academic background, coupled with a consistent track record of high-performance and strong work ethic
• Excellent attention to detail
• Proficient in report writing and ability to communicate complex ideas
• Ability to complete projects on time and accurately
• Ability to work on multiple projects simultaneously and adjust to changing deadlines
• Ability to use initiative and work independently, while taking ownership
• Good verbal communication skills
• Strong analytical and quantitative skills
• Team player with the capability to work autonomously when required
• Demonstrated drive, energy, and ambition to achieve desired outcomes
• Proficiency in Microsoft Word, Excel and PowerPoint

Desirable

• Background in alternative investments, especially private markets (private equity, private credit, infrastructure, real estate)
• Previous experience in investment consultancy or asset management preferable
• Previous experience with screening fund manager databases
• Part-qualified professional qualifications such as the CFA and actuarial qualifications are welcomed

Eligibility

Candidates must hold a minimum of a second-class (division one) degree from a reputable university, ideally in finance, mathematics, engineering, sciences, or business.