SENIOR RESEARCH AND INVESTMENT ANALYST – MULTIMANAGER – EMPLOYMENT EQUITY CANDIDATE – NEW ROLE – REF9458

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R HIGHLY NEGOTIABLE PLUS ANNUAL PERFORMANCE BONUS

Our client was launched in January 2010 as part of the company’s strategy to expand its solutions to meet the needs of its affluent and high net worth clients. They help you create and preserve your wealth through a comprehensive collection of investment solutions. The company brings together leading experts and respected financial services companies to meet clients’ investment needs. They deliver focused financial services through specialist teams, and pride ourselves on being a chosen partner of acclaimed financial intermediaries through their superior solutions and our quality service. Their collection of investment solutions has been designed to span a lifetime, and to fulfil the needs each life stage may bring – whether you are focusing on the creation or the preservation of your wealth. The company’s offering encompasses local investments, including fixed-term investments and investments with guarantees, international investments, retirement saving solutions and retirement income solutions. While each solution has its own distinct purpose, they all share the world-class quality and commitment that have come to distinguish the company.

They now seek a senior research and investment analyst to join their team.  This is a new role. Th e team is responsible for understanding and approving of the funds on the platform – for a shopping list and a buy list. We are looking for a person who is excited about and interested in the Manager Research space.,

An experienced Research and Investment Analyst who is ready for the next opportunity to grow their career, would be ideal. You will need to have experience in portfolio construction, be comfortable in presenting to big audiences of 100  people, a strong and confident communicator,  and someone who has the freedom to execute their view when it’s different to the feedback they are receiving from an audience

You are willing to travel, and have ideally some coding experience and someone who has experience in training Junior Analysts as there is some training required for the Junior Analysts. This role is far more client facing, and as mentioned you will need to enjoy and be credible in presentations to  intermediaries, mostly on Managers Research. In addition, to these responsibilities, this role will help the CIO to drive the strategy, for example, how to get more flows into the Manco, and get to know what the financials look like, too. There are projects in this role, for example, you would  need to research a specific fund, investigate what needs to be done to get this type of fund going, determine if this fund will sell in the market. The person needs to be a self-starter, they will need to run with the projects, to support the team, and to support the CIO.
Big all encompassing role.

 

JOB DESCRIPTION WILL INCLUDE BUT NOT BE LIMITED TO:

  • You will be required to perform in-depth and quality investment research, with a particular focus on investment solutions. This includes but is not limited to manager research, formulating and implementing solutions that will fit a particular client need, a high standard of client service delivery, sales support and presentations both to financial intermediaries, media and the company’s sales and distribution team. It is a cross-functional investment specialist position with various investment and product set capabilities within the company across a wide variety of stakeholders.
  • You will be responsible for assisting the head of solutions;
  • You will be responsible for in depth manager research;
  • You will be responsible for assisting in driving the overall company Manco value proposition;
  • You will be responsible for contributing to and the positioning of the offering;
  • You will be responsible for contributing to and the positioning of life investments;
  • You will be responsible for driving successful investment thought leadership;
  • You will be responsible for presenting relevant topics to intermediaries;
  • You will be responsible for quality market research within the team;
  • You will be responsible for enhancement and improvement of the overall research process;
  • You will be responsible for coaching and training of the investment and junior analysts;
  • You will be responsible for specialist sales and distribution support;
  • You will be responsible for specialist client services support;
  • You will be responsible for teamwork;
  • You will be responsible for leadership and being comfortable with complexity and ambiguity in a business environment;
  • You will be responsible for domestic and international travel;
  • You will be responsible for ad hoc projects.

 

CORE COMPETENCIES REQUIRED, BUT NOT LIMITED TO:

  • You are client focused;
  • You are able to cultivate innovation;
  • You are able to collaborate;
  • You are resilient;
  • You have the ability to deal with complexity and ambiguity;
  • You have the ability and willingness to lead;
  • You are driven for results;
  • You have analytical thinking and problem-solving skills;
  • You have proven decision-making skills;
  • You have excellent communication (verbal and written) skills in English;
  • You are a team-player;
  • You are positive and enthusiastic;
  • You have the ability to work under pressure;
  • You are honest, have integrity and respect;
  • You are a self-starter with self-confidence;
  • You have strong presentation skills.

 

CORE QUALIFICATIONS AND EXPERIENCE:

  • You have a relevant financial post-graduate qualification (CFA 2 completed- this would be a distinct advantage);
  • You have asset manager research experience – this is important;
  • You have a minimum of 3 – 5yrs current, relevant experience in the retail financial and investment environment;
  • You have portfolio construction experience – this would be a distinct advantage;
  • You have knowledge of linked investment service provider (LISP) products;
  • You have previous experience of managing / leading teams – this would be beneficial;
  • You have advanced MS Excel capability;
  • You have knowledge of investment and economic principles. You are bright, hard working; smart and articulate. You want to use all your skills and showcase them in a great firm.