Job Description

Key responsibilities:

• Structuring and management of segregated portfolios
• Research companies and produce reports.
• Structuring and management of multi manager CIS funds
• Structuring and management of single manager CIS fund(s)
• Perform investment research with regard to developments within markets.
• Regular presentation to Wealth Managers and clients on performance positioning, key events, and changes either via articles, group presentations or individual meetings.
• Marketing and positioning of segregated and CIS solutions to build client base directly.
• Develop portfolio strategy and execution thereof.
• Member of investment committee and provide input with regard to decision making.
• PR communication including contribution to newsletters, articles, interviews and panel discussions where necessary.
• Management of the company including 2 direct reports and 3 indirect reports.

Personal profile and competencies:

• Critical and strategic thinker
• Technically minded
• Able to lead a team with purpose and direction.
• Interest in fintech
• Analytical
• Accurate
• Client centric
• High emotional intelligence
• Ability to prioritise and meet deadlines.
• Multi-tasking ability
• Professional presentation skills
• Adept in public speaking and comfortable leading discussions to internal Wealth Managers regarding the companys strategies and performance

Computer Literacy:

• MS Word, Excel & PowerPoint
• Bloomberg or Factset or any other related industry packages

Experience:

• 8 -10 years of proven portfolio management and share analysis experience with client base/referral network an advantage
• Extensive knowledge of investment products with direct experience in developing portfolio strategies and execution of investment strategies
• Experience in management of segregated share portfolios
• Experience in management of single and multi-manager CIS funds
• Experience regarding contributing to Investment Committees and input provided wrt decision making.
• Experience in presentation of investment strategy and performance to committees as well as clients

Qualification:

• Honours degree in Financial Analysis and Portfolio Management or similar, CFA or CA(SA).

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