Job Description

Closing Date 2024/06/20
Reference Number MMH240417-1
Job Title Investment Analyst
Position Type Permanent
Role Family Investments
Cluster Momentum Investments
Remote Opportunity Some of the time
Location - Country South Africa
Location - Province Gauteng
Location - Town / City Centurion
IntroductionThrough our client-facing brands Metropolitan and Momentum, with Multiply (wellness and rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group, the group enables business and people from all walks of life to achieve their financial goals and life aspirations. We help people grow their savings, protect what matters to them and invest for the future. We help companies and organisations care for and reward their employees and members. Through our own network of advisers or via independent brokers and utilising new platforms Momentum Metropolitan provides practical financial solutions for people, communities and businesses.
Role PurposeContribute to the strategic direction for the development and evolution of Momentum Investments asset management partnership model, Curate Investments. As well as research, assess and provide recommendations of appropriate asset managers to ensure the integrity of the investment process for Curate Investments and support the Groups strategic objectives.
Requirements

• Postgraduate degree in Investments Management, Finance, Actuarial Science, Quantitative or Risk Management.
• Certified Chartered Financial Analyst (CFA) would be advantageous.
• 5-10 years investment management experience
• Experience in portfolio management across various products, markets, and industries with preference for candidates with business development background.
• Demonstrable strong leadership capability.

Duties & ResponsibilitiesDrive the implementation of the Investment process:

• Drive the implementation and optimisation of the investment operating model to ensure the business is supported by the appropriate investment capabilities, both internally and externally.
• Manage the investment forums to ensure investment capabilities and initiatives are appropriately prioritised and aligned to achieving the objectives of the business.
• Oversee the execution of responsibilities for internal and external research and management teams in line with client and shareholder targets.
• Contribute to the strategic direction for the translation of the business principles into investment strategies, products and solutions.
• Monitor and assess the effectiveness and performance of investment strategies, products and solutions and identify areas of opportunity that will enhance the client experience and profitability.
• Engagements with stakeholders and strategic partnerships to effectively position Curate Investments.
• Identify opportunities to leverage off strategic relationships and alliances to build new investment or growth opportunities.
• Present investment reports and insights to executive forums to provide senior management with a view of investment performance in relation to industry benchmarks and client and shareholder expectations.
• Oversee the research, assessment, and recommendations of appropriate asset managers to ensure the integrity of the investment process for Curate Investments.

Create a client-centric environment:

• Build and maintain relationships with clients and stakeholders.
• Contribute to maintaining competitive edge through external networking and representation.
• Define fair and innovative client service practices, aligning with client needs and managing third-party asset manager opportunities.
• Drive efforts to improve service and fair treatment of clients and partners.
• Incorporate client feedback into business processes and systems.
• Support distribution teams by providing insights and tools to enhance client engagement and drive business flows.

Competencies

• Business acumen
• Client/stakeholder commitment
• Drive for results
• Leadership in change and innovation
• Collaboration
• Impact and influence
• Self-awareness and insight
• Diversity and inclusiveness
• Growing talent

PolicyWe are committed to Employment Equity, diversity and inclusion when recruiting internally and externally. All appointments are made in alignment to our Employment Equity goals and we encourage people with disabilities to apply.

Momentum Metropolitan