Job Description

9712////
R HIGHLY NEGOTIABLE PLUS ANNUAL PERFORMANCE BONUS
Our client is a discretionary fund manager in South Africa. It marries the expertise of a superb investment company whose behaviour-change platform is the largest of its kind, and an international leading asset manager. The company then combines this with the local investment management expertise of an asset consulting firm, who intimately understands the local market within a global context. Using innovative and globally advanced technology, the company is the world's first discretionary fund manager that fully models retirement solutions, taking health experience into account, and is here to elevate the client investment experience to levels that have never been seen or experienced before. The company attracts smart, energetic, dynamic achievers who take initiative and ownership and who thrive on constant challenges and high-speed change. Only the best need apply! This role aims to improve the flows into the company portfolios, amongst advisors who have both a primary & secondary relationship with external platforms by positioning the company as the 'go to' investment option for their clients.
JOB DESCRIPTION WILL INCLUDE BUT NOT BE LIMITED TO:

• You will be responsible for supporting roles across multiple aspects of the content marketing mix with a focus on investment reporting and technical marketing
• You will be responsible for writing, editing and proof-reading investment commentary and finding innovative approaches to responding to the needs of various client segments; this includes simple writing for advisors to share on line with their respective clients - and providing advisors with information that is current relevant and supports their sales initiatives;
• You will be responsible, from time-to-time, for developing marketing positioning and materials for new products or initiatives from scratch; including writing from scratch from time to time; must be comfortable working on a system that is highly sophisticated and technologically advanced;
• You will be required to focus on the development and maintenance of monthly and quarterly investment reporting:

• Strategy level client reporting;
• Pitchbooks both standard and bespoke;
• Regular performance commentaries and communications- you will be drawing on the information from the investments and product team;
• You will be responsible for contribution to:

• Investment viewpoints and spotlights;
• Written support on the broader company value proposition content;
• Thought leadership pieces positioning company as a leader in the DFM space;
• Strategic marketing campaigns;
• Informative discussions on market events;
• You will be required to be aligned with a set of investment capabilities. This close alignment is designed to increase depth of knowledge and an understanding of how investment marketing will contribute to the firm's objectives;
• You will be required to be committed to building a high calibre of investment knowledge to support regular reporting requirements such as the quarterly reports with an understanding of how the firm's range of clients use and interact with the investment strategies; you do not have to be an investment guru - just understand terms and the industry and the ability to draw information out of the specialists and reduce to writing for content on line and in other formats. Good stakeholder engagement is therefore important. This is not a client facing role either - it's to support the offering by providing the best marketing material to the business' clients to ensure they in turn can market products to their end user client.
• You have strong PowerPoint and Excel skills etc.;
• You will be required to demonstrate strong writing capabilities and an ability to work efficiently and effectively on presentations; you will not however, be expected to make presentations;
• You will be required to have an interest in political and economic developments and how they affect markets. You should have the ability to write new content or edit existing material for a range of different audiences (institutional, financial advisers and direct investors);
• You will be responsible for writing, editing and proof-reading investment commentary covering various financial periods as required. These typically describe the portfolio's performance, the portfolio managers' rationale for investment decisions, ESG integration, portfolio positioning and the macroeconomic environment;
• You will be responsible for creating, updating and preparing pitchbooks are both standardized and bespoke; in order for this business to be competitive they need to be able to be early to market and in simple speak to ensure the insights reach their target audience and ideally as first to market option;
• You will be required to support the development of relevant and insightful marketing content on the complete company value proposition for different audience types;
• You will be responsible, within the capability alignments, for ongoing monitoring of commentary requirements and associated deadlines to ensure expectations are managed and achieved;
• You will be required to work closely with the portfolio managers, client group and risk & performance to ensure the smooth implementation and timely production of investment commentary;
• You will be required to ensure investment and strategy knowledge is current by attending relevant internal investment team meetings and keeping up to speed with industry news; you do not have to be a CFA!
• You will be responsible for being proactive in identifying current news stories or issues that could form the basis of updates for clients;
• You will be responsible for thoughtful collaboration with the adjoining marketing functions (brand / design / digital) to create impactful campaigns with an optimal plan for dissemination and tracking for each of the investment marketing or broader value proposition campaigns;
• You will be responsible for finding innovative approaches to responding to the needs of various client segments and how marketing is relevant to them throughout each stage of the client journey. Investment writers are tasked to explore and develop the most appropriate application of investment marketing throughout the journey;
• You will be responsible, from time to time, for developing marketing positioning and materials for new products or initiatives from scratch. Working with product specialists / portfolio managers and designated client group champions on key positioning and the investment case for new products and developing appropriate launch packs - particularly core presentations and other marketing collateral (brochures, flyers, thought papers, multi-media);
• You will be responsble for stakeholders, including international big name investment teams, which form part of an outsourced arrangement with strong support from the company CEO / CIO. In addition, internal stakeholders, more broadly speaking, include the operations, marketing, digital and sales teams;
• You will be responsible for the delivery of a unified and simplified message to market is critical to enable a good client experience, which makes the head of client strategy & solutions a key stakeholder and reporting line manager.

CORE COMPETENCIES REQUIRED, BUT NOT LIMITED TO:

• You have excellent communication (verbal and written and editorial) skills in English, appreciation for plain, effective English in marketing materials;
• You have good numeracy, awareness of data trends, analytical tools and key industry metrics used in investment marketing;
• You have investment writing skills - and simple writing skills;
• You are optimistic;
• You are able to learn on the fly;
• You are resilient;
• You are able to instil trust;
• You have people savvy;
• You are able to drive results;
• You are a problem solver; and have a high EQ.

CORE QUALIFICATIONS AND EXPERIENCE:

• You have a degree at honours level, educated with an emphasis in communications, English, economics - this is essential;
• You have an investment qualification or studying towards - this is desirable; but not essential
• You have a minimum of 7 years' current, relevant experience in a technical marketing role in an asset manager or investment company with a strong focus on writing and marketing.

Great team - huge interaction with some of the leading lights in marketing and FS! Rewards on performance are superb!

Skills Required