provide input to the multi manager team across numerous areas including fund research and reporting and oversight of fund management process for the purpose of growing assets under management and achieving the required investment return objectives.


Duties and Responsibilities:
Communicate fund performance and positioning to sales and distribution team
Communicate fund performance and positioning to Company Financial Planners and Company Private Bankers
Communicate fund performance and positioning to independent Financial Advisors and Asset Consultants
Manage relationships with potential and existing Asset Managers with whom we invest
Conduct thorough investment research by using quantitative and qualitative methods
Make appropriate investment recommendations based on research conducted
Contribute to a culture conducive to the achievement of transformation goals by participating in Company Culture building initiatives (e.g. staff surveys etc)
Participate and support corporate responsibility initiatives for the achievement of business strategy
Seek opportunities to improve business processes and systems by identifying and recommending effective ways to operate and adding value to Company
Monitor investment funds regularly by Risk and Compliance Officer using regulatory guidelines
Attend monthly investment management meetings for fund review and oversight
Conduct research and due diligence prior to investing underlying funds
Ensure timely production of reporting material by gathering and presenting relevant information
Adhere to the Chartered Financial Analyst (CFA) Code of Conduct for investing
Day to day management of funds by implementing relevant processes
Support the achievement of the business strategy; objectives and values by reviewing the Business Unit Plan and ensuring delivered systems; process; services and solutions are aligned
Identify training courses and career progression for self through input and feedback from management
Ensure all personal development plan activities are completed within specified timeframe
Share knowledge and industry trends with team and stakeholders during formal and informal interaction
Obtain buy-in for developing new and/or enhanced processes (e.g. operational processes) that will improve the functioning of stakeholders' businesses by highlighting benefits in support of the implementation of recommendations


Qualifications:
Matric / Grade 12 / National Senior Certificate
Advanced Diplomas/National 1st Degrees
Chartered Financial Analyst (CFA) and post graduate degree in Finance and Economics
Experience:
3-5 years experience in similar or related role

Types of Exposure:
Working with a group and individually to identify alternative solutions to a problem
Analyzing situations or data that require an in depth evaluation of multiple factors
Interacting with diverse people
Developing ways to minimize risks
Building and maintaining effective relationships externally and internally
Drafting reports
Analyzing and interpreting qualitative and quantitative data
Managing conflict situations
Interacting with various levels of management
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
Brainstorming ways of improving a product or situation
Communicating complex written information
Challenging the status quo with a view to improving the environment or people's understanding
Identifying trends
Checking accuracy of reports and recons
Communicating standards to others
Coordinating and securing buy-in from stakeholders
Comparing two or more sets of information
Preparing and delivering a presentation
Conducting a needs analysis
Conducting gap analysis
Providing professional advice/opinion
Writing business proposals


Technical or 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
Business Acumen
Party systems proficiency (e.g. MorningStar/ INet)


Behavioral Competencies:
Applied Learning
Communication
Customer Focus
Decision Making
Managing Work
Technical/Professional Knowledge and Skills


Employment Equity:
Preference will be given to applicants from designated groups