Job Purpose
To develop, implement and monitor the investment offering for the company, in line with the company strategy.
Job Responsibilities
• Provide quantitative and qualitative support to retail and institutional teams
• Conduct research on optimal strategies for low cost funds used in retail and institutional markets (eg. multi-asset passive portfolios)
• Meet with clients and stakeholders – present and build relationships
• Contribute to a culture conducive to the achievement of transformation goals by participating in culture building initiatives (e.g. staff surveys etc)
• Seek opportunities to improve business processes and systems by identifying and recommending effective ways to operate and adding value to the company
• Evaluate performance of fund/investment through regular review
• Develop software proficiency to deliver required outputs
• Develop sound product and industry knowledge
• Assess the impact of regulation on the business and implementing required changes
• Interact with internal and external clients to assess needs and provide solutions
• Provide feedback and presentations to stakeholders.
• Develop and use collaborative relationships to facilitate the accomplishment of work goals

People Specification
• Essential Qualifications - NQF Level
• Matric / Grade 12 / National Senior Certificate
• Advanced Diplomas/National 1st Degrees

Preferred Qualification
• Chartered Financial Analyst (CFA) / Masters of Business Administration (MBA) /M.Com (Finance specialisation)

Type of Exposure
• Conducting root cause analysis
• Working with a group to identify alternative solutions to a problem
• Analysing situations or data that requires an evaluation of multiple factors
• Interacting with diverse people
• Building and maintaining effective relationships with diverse internal and external stakeholders
• Developing ways to minimise risks
• Analysing and interpreting qualitative and quantitative data
• Drafting reports
• Interacting with various levels of management
• Managing conflict situations
• Managing multiple projects
• Influencing stakeholders to obtain buy-in for concepts and ideas
• Answering customer questions
• Sharing information in different ways to increase stakeholders understanding
• Communicating complex information orally
• Communicating complex written information
• Brainstorming ways of improving a product or situation
• Challenging the status quo with a view to improving the environment or people's understanding
• Identifying trends
• Checking accuracy of reports and rec
• Communicating standards to others
• Conducting gap analysis
• Comparing two or more sets of information
• Coordinating and securing buy-in from internal stakeholders
• Conducting a needs analysis
• Preparing and delivering a presentation
• Writing business proposals
• Providing professional advice/opinion
• Using different approaches in new work situations

Minimum Experience Level
• Minimum of 3 years of experience preferably in an asset consulting, investment or quantitative analyst role
• Data science, programming skill preferred

Technical / Professional Knowledge
• Banking knowledge
• Banking procedures
• Business principles
• Business terms and definitions
• Business writing
• Communication Strategies
• Data analysis
• Governance, Risk and Controls
• Industry trends
• Microsoft Office
• Principles of financial management
• Principles of project management
• Relevant regulatory knowledge
• Relevant software and systems knowledge
• Research methodology
• Decision-making process
• Cluster Specific Operational Knowledge

Behavioural Competencies
• Aligning Performance for Success
• Building Partnerships
• Coaching
• Customer Focus
• Driving for Results