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Perpetua culture

Perpetua’s culture is premised on the notion of a self-actualized organization – one with high purpose and high performance.  We strive to emulate the epitome of what this means by driving for industry leading levels of professionalism; clear initiative and mastery with absolute clarity on why we do what we do.  The culture of Perpetua is intentional and is an important differentiator but also an important source of continuity of the firm and clients’ experience of the firm from generation to generation.  Ultimately any firm in a knowledge-based industry is about its people. Therefore, we believe that individuals who naturally resonate with the firm’s values of integrity, care and courage and are motivated by growth and contribution will feel a strong sense of connection with the firm and be positive contributors and vessels of the culture that is being collectively sought out. We believe that culture plays a pivotal role in the long-term success of a firm and we apply our minds and energies in an explicit manner in creating an environment which encourages the growth of team members and enables them to contribute optimally to the outcomes of the firm, and for the benefit for our clients. 

Working at Perpetua

Perpetua is an independent, owner-managed growing investment firm. Our behaviours are driven by our core values which are to act with and display the utmost integrity and professionalism in managing our clients’ savings and servicing them; act with a duty of care in everything which we do; having the courage to strive for change and improving outcomes.   To ensure ongoing success as a firm and team, a key need of all our people and recruits is to align with the values of the firm; to work on a collaborative team-fit basis, ensuring that the team remains cohesive and successful. We believe the environment we have both created and offer enables aligned individuals significant personal and professional growth, earned autonomy and the ability to do meaningful, purpose-driven work.
Perpetua 7th Annual-Scholarship Workshop

Annual Career Workshop

August 2024

Perpetua Investment Managers is committed to increasing the number of women in the South African investment industry. We invite young women interested in a career in investment management, to an engaging and interactive in-person workshop to learn more about the various career opportunities in this industry to assist you to make informed career choices.


Purpose of the role:


The candidate will be part of the growing Perpetua Client Management Team and will be ideally suited to an experienced, purpose-driven business development and sales professional looking to join a fast-growing boutique investment firm seeking to scale across multiple strategies. This resource will be specifically responsible for growing new business from new clients, predominantly institutional or aggregators. This position is ideally suited to an individual with already established experience, sound product knowledge and possessing solid and credible industry networks. The candidate must have strong written and verbal communication skills and direct previous experience in working in a similar role in a buy-side investment firm.

Summarised duties and responsibilities:


  • Primarily responsible for growing new business from new clients, predominantly institutional or aggregators.
  • Secondarily responsible for servicing and managing relationships with existing clients and responding to client queries and requests.
  • Responsible for generating leads by initiating contact with potential clients and identifying high probability sales opportunities
  • Responsible for driving the complete sales cycle from initial customer engagement to closed deals, using various direct methods such as calling, face to face meetings and networking
  • Keep detailed notes on prospect and customer interactions on CRM system and update CRM System regularly
  • Provide feedback on market trends, competitive threats, unmet needs, and opportunities
  • Managing all aspects of relationships with new clients, including co-ordination and presentation of technical pitches, follow-up meeting, liaising with client management teams internally on submission of client questionnaires; RFP’s as well as mandates and management of the on-going relationships through regular meetings and updates on the performance of their funds
  • Effectively articulate Perpetua investment philosophy, process, products and performance to prospects, clients, consultants, and to differentiate our firm from competitors
  • Empower oneself with knowledge through participation in investment team activities to ensure up-to-date technical knowledge of the company’s products, investment philosophy and portfolio positioning
  • Increase assets under management for firm’s investment products and vehicles
  • Provide regular reporting on activities, new sales opportunities, client focus and product initiatives to the respective management team
  • Maintain involvement in industry and networking organizations in order to foster relationships with the consultant community and prospective clients.
  • Conduct all business activities with the highest degree of professionalism and integrity, in line with Perpetua’s unwavering values

Key competencies:


  • Sound knowledge and understanding of functioning of the investment value chain and a proven track record of working with all participants within the value chain
  • Demonstrable understanding of evolving needs of clients in terms of products, risk tolerances and investment horizons.
  • Organised work style, planning and organising, attention to detail and accuracy.
  • Excellent communication (oral and written) and presentation skills
  • Strong interpersonal skills
  • Ability to deal with and meet deadlines and function under pressure
  • High levels of self-confidence and self-starter, assertive as well as healthy levels of EQ
  • High degree of self-reliance, independent working style and outstanding sense of accountability and responsibility
  • Entrepreneurial and business-oriented mind-set, and the ability to process information in a comprehensive and conclusive manner while maintaining an open-mind and sense of humility

Education and experience:


  • Relevant and applicable university graduate qualification
  • At least 5 years of working in business development or institutional business sales roles within the buy side of the investment management industry. 
  • Strong working knowledge of MS Office skills – Word, Excel, Outlook, PowerPoint.
  • Other digital and technology/automation/programming-based skills will be advantageous.

Team fit:


Perpetua is a purpose-led and values-driven investment firm. The firm espouses the values of Integrity, Care and Courage.


A key requirement of any candidate is to align with the values of the firm; to work on a collaborative team-fit basis, ensuring that the team remains cohesive and successful for the benefit of clients and an opportunity to deliver a broader societal impact.

Mastering insightful investing

Perpetua is independent, owner-managed investment management firm. We strive for excellence in performance, conduct and engagement and operate out of a purpose-driven culture.


We consistently employ a long-term investment approach that is thoughtful, rigorous and that doesn’t follow the crowd.