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.
Head of Investments : with profit investments
Office
Cape Town, South Africa
Full Time
September 15, 2025