Position summary

Industry: Financial Services

Job category: Other: Banking, Finance, Insurance, Stockbroking

Location: Sandton

Contract: Permanent

EE position: Yes

Introduction

To assist in creating a defined framework for the Investment Team to efficiently and effectively manage their portfolios

Key performance areas

• Provide support in creating a defined framework for the Investment Team to efficiently and effectively manage AF Investments portfolios
• Assist in ensuring a dashboard/tool is created and updated for the portfolio managers
• Create monthly portfolio review reports for the main portfolios and arrange monthly meetings to discuss internally
• Monitor that the decision making process is followed by the portfolio managers and flag any inconsistencies with the process
• Assist in the smooth management of the IC process - agenda, coordinating the pack
• Assisting in updating the value add calculations - measure of the value added by making the right calls on asset managers (MRT) and by making portfolio changes (PMT)
• Support the communication process between the Investment Team and Client Channels area
• Assist with coordinating queries
• Assist with creating slides for presentations
• Assist with tender docs
• Assist with analysis
• Assist with ad-hoc tasks
• Help with the testing of the process
• Help edit any formal written client communication from the Investment Team (bulletins, notes, white papers etc)
• Stay informed of fee implication of portfolio changes and take this up with Process & Analytics team members or Portfolio Managers if necessary
• Understand regulatory environment and the impact of regulatory changes on portfolios. Ensure that portfolio changes are within the bound of regulation
• Stay informed of developments in the market

Competencies

Leadership Competencies

• Strong work ethic
• Problem solving - learning & skills development challenges
• Have a working knowledge of core functions of the business
• Demonstrate behaviour that's aligned to AF's culture and values
• Purposeful collaboration

Strategic Competencies

• Innovation
• Accountability
• Building relationships
• Operational Excellence

Functional Competencies

• Risk-based investing
• Technical investment knowledge
• Negotiation skills
• Possess strong project managerial skills
• Collaboration culture

Minimum requirements

Requirements

Education and Experience

• BSc, BCom or investment management are recommended. MSOffice suite (Excel skills, Word and Power point for presentations), 3 - 5 years in Investment Management

Knowledge and skills

• Foundation in finance theory and engagement with financial markets is required - knowledge of quantitative/risk factors is a plus
• Strong verbal and written communication skills is required
• Reading, writing, critical thinking, inquisitiveness, humility and honesty.
• Strong analytical skills
• Must be very detail-oriented, with an ability to multi-task and handle multiple priorities
• Commercial acumen
• Purposeful collaboration
• Possess an understanding of capital markets and have investment experience with respect to multiple asset classes
• Possess a good understanding of stakeholder management
• Possess strong people management skills

Business understanding

• Understand AF strategy, structure and positioning
• Experience operating in a Multi management investments; investment consulting or similar environment is an advantage.