Portfolio Manager: Retail Implemented Consulting

5 days left

Recruiter
Rory Mackie & Associates
Location
Cape Town, South Africa
Salary
Competitive salary
Posted
17 Oct 2019
Closes
18 Nov 2019
Ref
2338777
Job role
Accountant
Portfolio Manager: Retail Implemented ConsultingAbout our client:Our client is one of South Africa's largest investment management companies, offering a comprehensive range of client-focused investment solutions to end-investors, intermediaries and larger institutions.Our client design and blend unique portfolios for clients, based on a deep understanding of their investment aims and a fundamental insight into how they perceive risk. By developing a mutual understanding of their investment aim and philosophy, they are able to assist their client achieve their investment goals in the long run. Our client focus on providing a multi-management capability rather than an administrative platform. When it comes to constructing portfolios, they consider:
  • Who the skillful managers are to meet specific mandates
  • Portfolio construction techniques to take advantage of this integrated view
  • The current market and economic environment and how this may change in future
  • Value for money - their long track record and scale enables them to negotiate favorable fees
Key responsibilities:
This role will be responsible to meet with Independent Financial Advisors and model portfolio solutions, to build relationships with supporting divisions to support Discretionary Fund Management, and report back to Investment Management Committee Meetings. This role will be geared toward client engagement, which will involve local travel.
  • Ensuring client aspirations are understood and achieved
  • Building portfolio's in order to meet client expectations
  • Leveraging off research platform within the team
  • Constructing and managing portfolio's that meet the client's expectations
  • Regularly present formal research to the client
  • Provide 'alpha generating' input into the positioning of client portfolios-manager selection
  • Remain abreast of research developments in both Asset Manager (locally and internationally) as well as in the broker investment industry
Minimum requirements:
  • Undergraduate degree (B.Sc, B.Bus Sci, Com)
  • CFA/CFP would be advantageous
  • Asset Manager/Fund Research experience would be highly advantageous
  • Proven ability to present research
Knowledge & skills:
  • Investment management industry
  • The Macroeconomic environment
  • Financial markets
  • Financial instruments (including derivatives)
  • Analytical and numerical skills with a proven ability to solve problems in a timely manner
  • Ability to produce written reports which clearly articulate the analysts research
  • Computer literate (MS Office- advanced, knowledge of VBA and/or other programming languages would be beneficial)
Personal qualities:
  • Business Insight - applying knowledge of business and the marketplace to advance the organisation's goals
  • Financial Acumen - interpreting and applying understanding of financial indicators to make better business decisions
  • Decision Quality - making good and timely decisions that keep the organisation moving forward
  • Action orientated - taking on new opportunities and tough challenges with a sense of urgency, high energy and enthusiasm
  • Cultivates Innovation - Creating new and better ways for the organisation to be successful
  • Client focus - building strong client relationships and delivering client centric solutions
  • Drives results - consistently seizing opportunities and achieving results even under tough circumstances
  • Collaborates - building partnerships and working collaboratively and inclusively with others to meet shared objectives
  • Being Resilient - rebounding from setbacks and adversity when facing difficult situations

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