Investment Portfolio Manager

Description

• Construct and manage investment portfolios based on the investment mandate and client requirements within the investment philosophy and strategy

Duties

• Internal Process:
• Construct and manage investment portfolios based on the outcomes of the mandate and client expectations
• Ensure that the portfolio management and risk management processes are well defined, rigorous and consistently applied
• Monitor, review or resolve potential risk drivers that may lead to increased costs
• Effectively interpret and utilize ongoing research to determine the appropriate improvements on solutions to ensure market dynamics are considered and effectively applied
• Make recommendations to enhance the investment mandates to increase profitability or cost effectiveness of the investment solution
• Create awareness of the OBI philosophy across the business and within the external investment community in order to foster greater understanding and buyin to the philosophy
• Ensure that the OBI investment philosophy is embedded and implemented in the portfolios managed by the team
• Foster effective working relationships and collaborate within the business, segments and external stakeholders
• Manage the ongoing monitoring and performance measurement of solutions to ensure the product is managed relative to the outcome defined, market benchmark and client expectation
• Monitor and report on portfolio performance
• Provide technical advice and expertise regarding the portfolio construction in order to support sales or marketing initiatives
• Ensure asset allocation views are implemented and aligned according to the OBI view
• Client:
• Provide authoritative, expertise and advice to clients and stakeholders
• Build and maintain relationships with clients and internal and external stakeholders
• Contribute to the process of negotiating objective and realistic service level agreements, monitor appropriateness and recommend adjustments
• Deliver on service level agreements made with clients and internal and external stakeholders in order to ensure that client expectations are managed
• Make recommendations to improve client service and fair treatment of clients within area of responsibility
• People: Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional client service Create a positive work climate and culture to energise employees, give meaning to work, minimise work disruption and maximise employee productivity
• Demonstrate exemplary leadership behaviour, through personal involvement, commitment and dedication in support of organisational values
• Select and recruit suitably qualified talent in line with Employment Equity principles and values
• Drive a culture that guides and directs best practice, fostering an environment of continuous learning, improvement and cohesiveness
• Enable a learning and growth culture whereby information regarding successes, issues, trends and ideas are actively shared between team members
• Execute effective workforce planning practices to ensure that staffing requirements are accurately forecasted
• Identify employee growth and development needs and schedule interventions to enable ongoing development, training and personal growth
• Effectively manage performance within the team in order to ensure business objectives are achieved
• Encourage innovation, change agility and collaboration within the team
• Finance:
• Provide guidance in managing the investment capabilities in accordance with the annual budget
• Support the continuous and proactive management of expenses within the unit
• Facilitate the required process and engagement with various investment capabilities to achieve agreed / planned TERs

Requisites

• 5-8 years experience in portfolio management
• Experience in portfolio construction
• Formal qualifications:
• Degree in Financial Management
• Investment Management or related field
• Specific licensing or registration Certified Chartered Financial Analyst (CFA)
• Formal qualifications:
• Degree in Financial Management
• Investment Management or related field
• Specific licensing or registration:
• Certified Chartered Financial Analyst (CFA)
• Analytic skills Relationship Management Communication skills Presentation skills
• Knowledge of Outcome Based Investments Knowledge of relevant legislation
• Competencies:
• Examining Information:
• Analyses and processes information asks probing questions strives to find solutions to problems
• Interpreting Data:
• Interprets data rationally by quantifying issues applies technology as a means to evaluating data evaluates information objectively
• Providing Insights:
• Is focused on continuously improving things provides insights by identifying key issues makes intuitive judgments
• Developing Strategies:
• Is focused on developing strategies thinks in the longer term and anticipates trends envisages the future and adopts a visionary approach
• Articulating Information:
• Is articulate in giving presentations is eloquent and explains things well projects social confidence when articulating information
• Challenging Ideas:
• Prepared to disagree and question assumptions challenges ideas and established views comfortable arguing own perspective
• Making Decisions:
• Is determined and decides on actions willingly assumes responsibility is definitive and stands by own decisions
• Pursuing Goals:
• Strives to achieve outstanding results is ambitious and acts with determination persists through difficulties to achieve results
• Examining Information:
• Analyses and processes information asks probing questions strives to find solutions to problems
• Interpreting Data:
• Interprets data rationally by quantifying issues applies technology as a means to evaluating data evaluates information objectively
• Providing Insights:
• Is focused on continuously improving things provides insights by identifying key issues makes intuitive judgments
• Developing Strategies:
• Is focused on developing strategies thinks in the longer term and anticipates trends envisages the future and adopts a visionary approach
• Articulating Information:
• Is articulate in giving presentations is eloquent and explains things well projects social confidence when articulating information
• Challenging Ideas:
• Prepared to disagree and question assumptions challenges ideas and established views comfortable arguing own perspective
• Making Decisions:
• Is determined and decides on actions willingly assumes responsibility is definitive and stands by own decisions
• Pursuing Goals:
• Strives to achieve outstanding results is ambitious and acts with determination persists through difficulties to achieve results

Notes

• Only shortlisted applicants will be contacted