Job Description

Requirements:

• BCom or similar degree.
• Preferably a postgraduate qualification.
• 5+ years in the financial services industry.
• 2+ years in portfolio management.
• Other relevant education or courses.
• Knowledge of the Financial Services Industry, particularly in advice and investment management sectors.
• Understanding of FAIS, FICA, and other relevant legislation.
• Experience in Asset Allocation (Strategic and Tactical), Equity research and portfolio management, Fixed income analysis, Cashflow management and corporate actions, Global and local investments.
• Computer skills: Microsoft Office (Excel, Word, Outlook, and PowerPoint essential), xPlan, and familiarity with a share portfolio system is an advantage.
• Excellent marketing and client acquisition (sales) skills and experience.
• Good verbal and written communication skills.
• High energy, customer-centric, and relationship-oriented.
• Methodical, accurate, and meticulous attention to detail.
• Self-motivated with a strong work ethic.
• Strong organizational skills and ability to prioritize.
• Ability to collaborate with others.
• Critical thinking: ability to strategize, research, and interpret.
• Strong analytical, math, and research skills.
• Reliable and productive team member.
• Professional presence: maintains a professional image and conduct.
• Proactive and resourceful.
• Resilient under pressure.
• Maintains confidentiality.

Responsibilities and expectations but not limited to:
Marketing, Client Acquisition and Mandates:

• The PM must prepare material and be involved in face-to-face client introductory meetings and pitches.
• Ensure that the portfolio recommendation complies with the FAIS Act and other regulatory requirements and ensure that the investment strategy is consistent with the advice dispensed.
• Ensure that the Portfolio Mandate is completed correctly and that the account set-up is created in alignment with the mandate and advice dispensed.
• Contribute to any Business Development initiatives that the business undertakes to attract new clients.

Portfolio Implementation, Portfolio Management and Research:

• Ensure that new portfolios are implemented in accordance with the mandate, strategy and client specific requirements.
• Manage client portfolios according to the agreed investment strategy.
• Maintain oversight of the dealing process to ensure that trades are completed in accordance with the instructions directed.
• Conduct company, sector, thematic or associated research to contribute to the teams overall research efforts.

Compliance and Risk Management:

• Ensure portfolio compliance to mandates, regulatory limits and business restrictions.
• Ensure oversight of trade execution for any trade risk management.
• Ensure portfolio risk variances are maintained within approved limits.

Client Engagement and Administration:

• Engage formally on annual reviews of client portfolios.
• Perform ad-hoc reviews and or regular engagements with clients as per defined client requirements.
• Ensure oversight of client portfolio administration is accurate across corporate actions, trade execution, tax and reporting.

Please note should you not receive a response within two weeks of applying you may assume that your application was unsuccessful.

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