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Head of Investments : with profit investments

Copper Quail Global.com

Office

Cape Town, South Africa

Full Time

 

This is a leadership role at the heart of one of South Africa’s most significant investment mandates, with strategic oversight of R300 billion in multi-asset portfolios underpinning company’s with-profit products. As the company’s investment lead for these funds, you will shape portfolio strategy across public markets, a substantial private markets programme, and direct property, delivering stable, long-term real returns that secure the financial futures of millions of policyholders.

Key Result

Areas Key Responsibilities:

  • Investment Strategy & Portfolio Design
  • Manager Selection & Oversight
  • Governance, Risk & Fiduciary Oversight
  • Stakeholder Relationships & Influence 
  • Team Leadership & Development

Qualifications And Experience

  • Degree in Finance, Investments, Economics, Actuarial Science or related field; postgraduate study and/or professional designations (e.g. qualified Actuary; CFA/CAIA) would be advantageous. 
  • 10+ years of relevant institutional investment experience, including deep experience in strategic asset allocation, portfolio construction, and manager selection for institutional funds.
  • Experience translating product/liability needs into investment objectives and risk budgets; with-profit/smoothed-bonus or LDI exposure is beneficial.
  • Experience overseeing public market investments and a meaningful private markets programme, with an integrated total-portfolio perspective. · Proven manager research, selection and oversight; mandate and fee negotiation; continuous performance/risk monitoring.
  • Strong risk orientation (market, liquidity, concentration, manager) and familiarity with South African life/asset-management regulatory contexts.
  • Track record of preparing persuasive decision papers and presenting to senior governance forums; confident under scrutiny.
  •  Leadership of investment professionals, including building specialist teams, developing talent, and strengthening processes, reporting and execution.
 Kindly consider your application unsuccessful should you not be contacted within 7 working days

Head of Investments : with profit investments

Office

Cape Town, South Africa

Full Time

September 15, 2025

company logo

Copper Quail Global