Job Description

LOCATION: Cape Town.R HIGHLY NEGOTIABLE PLUS ANNUAL PERFORMANCE BONUSOur client offers no generalist solutions. Together with your financial planner, their team of experienced specialists go to great lengths to understand what really drives you. Once they know your priorities, they model a strategy around your specific needs supported by a multi-skilled team dedicated to taking your wealth further. The company is the first Linked Investment Service Provider (LISP) in the South African investment industry to publish the Environmental, Social and Governance (ESG) rating of its own locally domiciled unit trusts.They now seek a head of manager research to join their team.JOB DESCRIPTION WILL INCLUDE BUT NOT BE LIMITED TO:

• You will be required to provide overall strategic direction for the manager research process;
• You will be required to manage the research team to ensure accountability of deliverables to highest standards and agreed processes;
• Strategic oversight and design:

• You will be required to provide overall strategic direction for the manager research process;
• You will be required, but not limited to developing and documenting on the:

• Philosophy of manager research (global and local);
• Processes within manager research (with clear definitions and expectations of deliverables from the qualitative and quant sub processes);
• You will be required to develop the standardised templates for internal and external reporting of the manager research outputs - showcasing the process and competitive advantage of this manager research process;
• You will be responsible for optimising the process for scale and leverage;
• Operational management:

• You will be required to manage the research team to ensure accountability of deliverables to highest standards and agreed processes;
• You will be required to maintain regular review sessions to test failures/fragilities of the various elements the of the sub processes;
• You will be required to develop and maintain strict cadence of fit for purpose meetings for the sub functions of the research process;
• You will be required to develop and maintain strict cadence of manager engagements (formal and informal) - with relevant documentations post all engagements;
• You will be required to own the external manager relationships from an operational perspective - may delegate portions of this to the various research analysts;
• Innovation and adaptation:

• You will be required to lead efforts in incorporating new research methods, new technologies and analytical tools into the research process;
• You will be required to foster a culture of thought leadership, innovation and continuous improvement;
• Team leadership and development:

• You will be required to provide leadership and direction to the research team, fostering an environment of trust, accountability, excellence, collaboration, client centricity, professional development and high performance;
• Stakeholder engagement:

• You will be required to work closely with the CIO, portfolio construction and asset allocation teams to provide input for portfolio design and strategy;
• You will be required to engage with clients to provide insights and explanations regarding manager selection and performance.

CORE COMPETENCIES REQUIRED, BUT NOT LIMITED TO:

• You are able to deliver strategic value;
• You are able to collaborate (relating);
• You are able to put the customer first;
• You are able to execute;
• You have innovation (perspective) skills;
• You are able to lead with influence;
• You are able to evolve with agility;
• You have excellent interpersonal and communication (verbal and written) skills in English.

CORE QUALIFICATIONS AND EXPERIENCE:

• You are a CA(SA) / CFA / have a MBA;
• You have a minimum of 8 years current, relevant investment experience;
• You have a minimum of 3 years current, relevant multi management experience in a senior and responsible role that will allow you to step into this role with ease from day one;
• You have a high level of accountability and ownership. You enjoy investments - you are smart and passionate about finding solutions for clients. You are a natural born leader and someone who is excited about finding the right fit for clients and ensuring clients get the best returns possible.

You have energy and drive and can lead a smart team. You will be very well rewarded for your efforts and any additional value add will receive a well recognised, generous bonus!

Claire Bourquin Recruitment Consultants