Purpose of the Role:

To provide input to the multi manager team across numerous areas including fund research and reporting and oversight of fund management process for the purpose of growing assets under management and achieving the required investment return objectives.

Duties and Responsibilities:

  • Communicate fund performance and positioning to sales and distribution team
  • Communicate fund performance and positioning to Company Financial Planners and Company Private Bankers
  • Communicate fund performance and positioning to independent Financial Advisors and Asset Consultants
  • Manage relationships with potential and existing Asset Managers with whom we invest
  • Conduct thorough investment research by using quantitative and qualitative methods
  • Make appropriate investment recommendations based on research conducted
  • Contribute to a culture conducive to the achievement of transformation goals by participating in Company Culture building initiatives (e.g. staff surveys etc)
  • Participate and support corporate responsibility initiatives for the achievement of business strategy
  • Seek opportunities to improve business processes and systems by identifying and recommending effective ways to operate and adding value to Company
  • Monitor investment funds regularly by Risk and Compliance Officer using regulatory guidelines
  • Attend monthly investment management meetings for fund review and oversight
  • Conduct research and due diligence prior to investing underlying funds
  • Ensure timely production of reporting material by gathering and presenting relevant information
  • Adhere to the Chartered Financial Analyst (CFA) Code of Conduct for investing
  • Day to day management of funds by implementing relevant processes
  • Support the achievement of the business strategy; objectives and values by reviewing the Business Unit Plan and ensuring delivered systems; process; services and solutions are aligned
  • Identify training courses and career progression for self through input and feedback from management
  • Ensure all personal development plan activities are completed within specified timeframe
  • Share knowledge and industry trends with team and stakeholders during formal and informal interaction
  • Obtain buy-in for developing new and/or enhanced processes (e.g. operational processes) that will improve the functioning of stakeholders’ businesses by highlighting benefits in support of the implementation of recommendations


  • Matric / Grade 12 / National Senior Certificate
  • Advanced Diplomas/National 1st Degrees
  • Chartered Financial Analyst (CFA) and post graduate degree in Finance and Economics


  • 3-5 years experience in similar or related role

Types of Exposure:

  • Working with a group and individually to identify alternative solutions to a problem
  • Analyzing situations or data that require an in depth evaluation of multiple factors
  • Interacting with diverse people
  • Developing ways to minimize risks
  • Building and maintaining effective relationships externally and internally
  • Drafting reports
  • Analyzing and interpreting qualitative and quantitative data
  • Managing conflict situations
  • Interacting with various levels of management
  • Influencing stakeholders to obtain buy-in for concepts and ideas.
  • Answering customer questions
  • Sharing information in different ways to increase stakeholders understanding
  • Communicating complex information orally
  • Brainstorming ways of improving a product or situation
  • Communicating complex written information
  • Challenging the status quo with a view to improving the environment or people’s understanding
  • Identifying trends
  • Checking accuracy of reports and recons
  • Communicating standards to others
  • Coordinating and securing buy-in from stakeholders
  • Comparing two or more sets of information
  • Preparing and delivering a presentation
  • Conducting a needs analysis
  • Conducting gap analysis
  • Providing professional advice/opinion
  • Writing business proposals

Technical or Professional Knowledge:

  • Banking knowledge
  • Banking procedures
  • Business principles
  • Business terms and definitions
  • Business writing
  • Communication Strategies
  • Data analysis
  • Governance, Risk and Controls
  • Industry trends
  • Microsoft Office
  • Principles of financial management
  • Principles of project management
  • Relevant regulatory knowledge
  • Relevant software and systems knowledge
  • Research methodology
  • Decision-making process
  • Cluster Specific Operational Knowledge
  • Business Acumen
  • Party systems proficiency (e.g. MorningStar/ INet)

Behavioral Competencies:

  • Applied Learning
  • Communication
  • Customer Focus
  • Decision Making
  • Managing Work
  • Technical/Professional Knowledge and Skills

Employment Equity:

  • Preference will be given to applicants from designated groups

To apply for this job email your details to jackie@asearch.co.za

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