Job Description

LOCATION: Cape TownR HIGHLY NEGOTIABLE PLUS ANNUAL PERFORMANCE BONUSOur client began as a small start-up based in South Africa.. The company is a global investment manager driven by people who value the power of performance and relationships. They have grown the firm since its founding, in 1991, on the bedrock combination of these two qualities. They are looking for like-minded people to join them strong performers who create strong relationships. They are active investors. At the company they say they are investing for a world of change. They started in South Africa in a time of global upheaval. Their experience lets them adapt and grow, in markets of all kinds. From one office in Cape Town, they are now present on five continents. They are aligned behind a common purpose, which is to invest for a better tomorrow. They want to achieve better outcomes for their clients, their firm and the world they inhabit. This means they are optimistic and act with conviction. They offer their people opportunity, trust and the freedom to operate. At the company they are committed to providing equal employment opportunities. They have a strong belief in giving individuals the freedom to be themselves and ensuring all diverse perspectives are heard. Their culture provides all of the people, no matter what their background, with the opportunity to build a rewarding career.The portfolio implementation team models portfolio manager driven investment views, facilitate stactical trade instructions, monitors asset allocations and cash balances and manages portfolio constructions and liquidations. The team work in a dynamic, fast paced environment where accuracy and clear communication are paramount to success. The team collaborate closely with multiple departments across the business including portfolio managers, dealers, operations, compliance and client onboarding.JOB DESCRIPTION WILL INCLUDE BUT NOT BE LIMITED TO:

• You will be required to collaborate with portfolio managers and dealers to efficiently implement investment views across portfolios;
• You will be required to oversee trade orders from inception to completion;
• You will be required to develop expertise in the order management systems and actively seek to improve processes;
• You will be required to handle oversight of fund cash flows, rebalancing of portfolios and ongoing monitoring of asset allocations, cash positions, and foreign exchange sweeps -
• You will be required to manage currency hedging for all relevant portfolios, including necessary rolls and adjustments;
• You will be required to develop an understanding of investment mandates and monitor portfolio compliance with investment guidelines and regulatory restrictions.

CORE COMPETENCIES REQUIRED, BUT NOT LIMITED TO:

• You have the ability to 'approach and own' and continuously look for opportunities to develop;
• You are driven by results;
• You have a client focused and collaborative approach;
• You have the ability to build and maintain meaningful relationships;
• You have strong interpersonal skills;
• You have excellent communication (verbal and written) skills in English;
• You have strong investment knowledge with a keen interest in financial markets and instruments;
• You are meticulous;
• You have a keen eye for detail and a commitment to accuracy;
• You have robust problem-solving abilities.

CORE QUALIFICATIONS AND EXPERIENCE:

• You have a relevant degree;
• You are a CFA - this would be a distinct advantage;
• You have a minimum of 2 years current, relevant experience in a similar role;
• You have strong system skills: familiarity with Charles River and ThinkFolio; experience with Charles River this would be a distinct advantage;
• You are proficient in Excel and a solid understanding of MS Office - Bloomberg.

Great role. Role created as a result of growth of the team. Superb rewards on performance including rubbing shoulders with some of the best in the investment industry.

Claire Bourquin Recruitment Consultants