Technical Investment Specialist

Rosebank, Gauteng, South Africa

Job Description

Our Client is looking for a Technical Investment Specialist to be based in Rosebank.Key Responsibilities

  • Take full responsibility for technical investment support to the consulting team
and play the role of liaison between the investment team and consulting team.
  • Based on the advice framework; assist the consultants to research and design
specific and technical investment solutions for clients.
  • Assist in reviewing and enhancing the "best practice" advice framework for the
investment consulting team as guidance in the servicing of clients.
  • Assist in reviewing and enhancing investment tools/calculators and models to
support the advice framework.
  • Compilation of research notes on specific investment related topics such as
Active vs Passive, Performance fees, Life Stage etc.
  • Assist in the review and formulation of best-view Investment Policy Statement
framework for implemented and bespoke clients.
  • Draft and review the bespoke clients' IPS's
  • Conduct investment research on the identified needs and requirements of
clients ranging from investment and governance policies to asset allocation
and investment manager research.
  • Liaise with investment research team on investment research and client
specific requirements and compile investment proposals and research notes
for clients to consider.
  • Co-ordinate and draft manager and investment strategy reviews based on
research philosophy and process, with the help of the investment
research team and relevant investment tools and calculators.
  • Form part of the tactical asset allocation, asset manager review and portfolio
construction committees in order to give client and technical input.
  • Attend feedbacks and manager review meetings and give input from a client
perspective to the investment research team.
  • Design and draft technical client investment presentations and where required
attend client meetings to discuss the technical aspects of investment
strategies designed and research performed for clients.
  • Manage investment strategy implementations accurately and timeously - with
the help of the investment research team.
  • Deliver high quality client service on an ongoing basis, within deadlines
agreed with each client and consultant.
  • Provide general support to consulting team members on an ad-hoc basis.
  • Respond to ad hoc data and analytical requests from clients within specific
turnaround times.
  • Collaborate in the development and testing of new analytical software to
ensure compliance with user requirements, specifications, or scope.Requirements:
  • Over 4 years' relevant experience
  • A degree that provided knowledge of the principles of modern investment management
theory. (B. Comm Hons in Finance / Investments / Econometrix / Maths / Economics; BSc
Hons in Stats / Maths, CFA or MBA)
  • Applicable RE examinations and adherence to fit and proper requirements of an FSP
  • Strong performance analysis, quantitative analytical, logical, and problem-solving abilities.
  • Excellent written and verbal communication skills.
  • Excellent in Microsoft Office suite, particularly Excel
  • Ability to work independently, and within a team, on a variety of projects, receive instructions
from a number of people and meet deadlines.
  • Ability to produce accurate work in a timely fashion under the pressure of deadlines and
changing requirements.
  • Ability to prioritize and complete several scheduled and ad hoc assignments within tight time
  • A keen interest in investment markets, economics, current events, investment theory and
practice.Preferred Technical Skills:
  • Experience with I-net Bridge
  • Experience in Python and/or R
Market related on a CTC basis.Job Type: Full-timeExperience:
  • Investments: 3 years (Required)
  • Honours (Required)

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Job Detail

  • Job Id
  • Industry
  • Total Positions
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
  • Job Location
    Rosebank, Gauteng, South Africa
  • Education
    Not mentioned
  • Apply By
    Dec 11, 2019
  • Job Posting Date
    Sep 12, 2019