INVESTMENT SPECIALIST – PORTFOLIO MANAGER – MULTIMANAGER – REF8465

with No Comments

R HIGHLY NEGOTIABLE PLUS ANNUAL PERFORMANCE BONUS- to attract and entice.

Our client is a global investment provider, steering our diverse clients on a comfortable journey towards holistic financial well-being.

They now seek an investment specialist – portfolio manager to join their team. You will report to the head of portfolio management who in turn reports directly to the chief investment officer.

JOB DESCRIPTION WILL INCLUDE BUT NOT BE LIMITED TO:

  • You will be required to provide high-quality manager research across their allocated portfolio to inform investment / dis-investment decisions by the company’s team;
  • You will be required to focus on alternative investments, specifically the analysis and screening of private market managers’ across South Africa and Africa and in so doing support the asset accumulation strategies of the private market’s business in the aforementioned regions through providing high conviction manager recommendations and allocations in building a diversified portfolio of private market assets across Africa;
  • You will be required to The analyst will be required to manage a broad portfolio of private markets assets ensuring risk and return are optimised and performance in maintained in line with expectations;
  • You will be required to interact with the following forums:
    • Company’s manco;
    • Investment committee;
    • Other internal forums;
    • Client interaction;
    • Seek support from senior members of the investment team;
  • You will be required to support the head of alternatives in delivering the asset accumulation targets that underpin the company’s private markets strategy in South Africa and Africa through provision of high quality research on managers informed by thorough due-diligence procedures;
  • You will be required to conceptually explain and create clear understanding of return outcomes from private markets portfolios;
  • You will be required to teach and guide understanding of private markets within the company;
  • You will be required to support the head of alternatives in managing and maintaining existing strategic partnerships and industry relationships within the private markets portfolio to ensure they are scalable and economically viable for the company client base;
  • You will be required to maintain the research database of the company within private markets across South Africa and Africa in so doing positioning the company as a leader in private markets assessment and research;
  • You will be responsible for collaboration with broader investment team and other divisions within the company and group;
  • You will be required to lead and own the research capability of the company within the private markets portfolios;
  • Strategic oversight and management of product line:
    • You will be required to design, manage and develop multi asset solutions products in line with the living*investing investment process and philosophy;
    • You will be required to compile the investment committee pack;
    • You will be required to contribute to the creation and maintenance of the model portfolio framework for all their solutions or products;
    • You will be responsible for the preparation of implementation documents in line with the company investment operational process;
    • You will be required to lead the drawing up of investment proposals;
    • You will be required to rigorously review, monitor and analyse performance and risk of allocated portfolios;
    • You will be responsible for constant liaison with the administration department in terms of cash flow allocations and rebalancing rules and tolerances;
    • You will be required to provide oversight of various operational aspects of portfolios that requires investment insight;
  • Conduct research on markets and portfolios:
    • You will be required to stay informed of developments in the market, understand the effect and impact on portfolios;
    • You will be required to provide input and contribute to debates in the AA committee;
    • You will be required to engage in self-directed research on new investment opportunities particularly on strategies using derivative instruments for efficient exposure and risk management;
    • You will be required to provide support to all business areas and new business initiatives where alternative asset classes expertise identified as a requirement;
    • You will be required to write thought leadership articles on portfolio and risk management;
    • You will be required to prepare white papers on strategies we employ in our product set;
    • You will be required to keep abreast of any market developments and be willing to meet with investment managers and gather insights about investment strategies, positioning, risks and themes;
  • Communication:
    • You will be required to teach and guide understanding of model portfolio framework within the company;
    • You will be required to contribute to strategic discussions in the investment team;
    • You will be responsible for the brand leadership and media when required;
    • You will be required to provide support to all business areas and new business initiatives where portfolio management expertise identified as a requirement; You will be required to help drive the understanding of our portfolios to the rest of their client base;
    • You will be required to provide oversight of various operational aspects of portfolios that requires investment insight;
    • You will be required to communicate new ideas, analytical results clearly and concise;
    • You will be required to engage on market research, portfolio commentary and compile presentation on all portfolios;
    • You will be responsible for consistent interaction and communication with other part of the business such as advisory and client channels is mandatory;
    • You will be required to present portfolios themes and performance to the advisory team and client channels on a monthly basis.

CORE COMPETENCIES REQUIRED, BUT NOT LIMITED TO:

  • You have commercial acumen;
  • You have purposeful collaboration;
  • You have strong analytical skills;
  • You have excellent communication (verbal and written) skills in English;
  • You have a strong understanding of capital markets;
  • You have strong people management skills;
  • You have strong project management skills;
  • You have a willingness to travel abroad (Africa) without supervision and be a brand ambassador for the company;
  • You have strong interpersonal and negotiation skills;
  • You have the ability to prioritise key risk / return issues across a broad portfolio of private markets assets and resolve in a proactive, timely fashion;
  • You are client focussed – be a guardian of pension fund money;
  • You are ethical / honest and transparent;
  • You are able to model values;
  • You are rule orientated;
  • You are self-managed (planning, prioritising & time management) skills;
  • You have visibility & impact (includes professionalism & executive disposition);
  • You are customer service orientated / client focussed (internal and external);
  • You are able to work in a team;
  • You have an excellent attitude, a willingness to always assist, a willingness to learn, teach others and progress;
  • You have an enquiring mind, inquisitiveness, openness to new ideas;
  • You have a friendly and collegiate demeanour;
  • You have humility.

CORE QUALIFICATIONS AND EXPERIENCE:

  • You have a graduate degree (economics, mathematics, statistics or investment management) are recommended; other degrees are acceptable if experience compensates;
  • You are a CFA – this would be a distinct advantage;
  • You have a minimum of 7 – 10 years current, relevant experience in financial markets (investment banking, investment analysis, private equity, investment consulting, portfolio management, asset allocation structuring etc.);
  • You have current, relevant experience in the critical assessment of investment strategies and understanding how various strategies interact and the structuring and valuation of unlisted assets across South Africa and Africa

BRAND NEW EXCITING ROLE! Top job – top team top rewards.