Job Description

LOCATION: Cape TownR HIGHLY NEGOTIABLE PLUS ANNUAL PERFORMANCE BONUSOur client began as a small start-up based in South Africa offering domestic investment strategies. They offer distinctive investment strategies spanning equities, fixed income, multi-asset, alternatives and sustainability to help institutional investors, those advising others and individuals navigate an ever-changing world. All the employees have the opportunity to own part of the firm. They also have their founding leadership in place. The distinctive owner culture allows them to commit to building a long-term, inter-generational business. It supports a business fully aligned with their clients' long-term investment objectives. The company is a global investment manager driven by people who value the power of performance and relationships. They have grown the firm since its founding, in 1991, on the bedrock combination of these two qualities. They are looking for like-minded people to join them - strong performers who create strong relationships. They are active investors.The portfolio risk team manages investment risk and performance as a global team with a presence in Cape Town and London and the Benelux space. The team services all the company offices, providing investment performance and risk analysis on single assets, portfolios / funds, benchmarks, strategies, capabilities and the total firm, to various parts of the business to identify, measure, manage and monitor all relevant investment risks across the business. The goal is to be a partner to all stakeholders as well as provide critical oversight for the business. They aim to combine forward looking analytics with historical performance to ensure appropriate outcomes for clients. Critical stakeholders include portfolio managers and the broader investment teams, client groups, marketing and senior management.JOB DESCRIPTION WILL INCLUDE BUT NOT BE LIMITED TO:

• You will be required to ensure the transparency of the investment philosophy and process and the solidity of the investment decision-making process;
• You will be required to quantify and provide insights into the investment risks inside portfolios with a focus on fixed income;
• You will be required to engage intelligently with various stakeholders within the investment team and the wider business, including portfolio managers, client group and senior management, advising on investment risk and performance issues;
• You will be responsible for day-to-day reporting requirements for specific investment teams and portfolios;
• You will be required troubleshoot and solve general issues of a quantitative nature arising within Investments;
• You will be required to help to support the portfolio risk team globally;
• You will be required to maintain compliance with specific regulatory authorities and other relevant organisations in relation to risk management requirements.

CORE COMPETENCIES REQUIRED, BUT NOT LIMITED TO:

• You have the ability to build and maintain meaningful relationships;
• You are driven by results;
• You have a client focused and collaborative approach;
• You have high conviction and comfortable sharing opinions;
• You have the ability to analyse, interpret and assimilate information;
• You are able to function well within a team.

CORE QUALIFICATIONS AND EXPERIENCE:

• You have a degree in a quantitative subject or a degree with a high mathematical content, e.g. mathematics / statistics, finance, econometrics, or other suitable disciplines; and at honours level;
• You are a CFA qualified or studying towards CFA - this would be a distinct advantage;
• You have an interest in financial markets / instruments / analytical concepts;
• You have a 'solutions' based mindset and inquisitive mind, to really challenge norms, processes and investment thesis;
• You have a minimum of 3 years' current, relevant direct experience within investment risk and or performance and a minimum of 2 years' current, relevant experience in a related area within asset management / banking / finance;
• You have good working experience of Python, and or VBA, SQL, R;
• You have experience with StatPro / Revolution, MSCI BarraOne, Factset - this would be a distinct advantage. You are strongly quantitative and interested in FI - as there is a significant amount of developing and discussing models and outcomes.

GREAT TRULY global team. Superb team members and super bright, inspirational manager!

Claire Bourquin Recruitment Consultants