Role Description:

Manage money market and income portfolios in line with the investment philosophy and process, with a focus on delivering on portfolio return objectives. Develop implementable investment strategies that generates alpha and ensures the successful management of money market and income portfolios by analyzing and interpreting global economics, interest bearing markets, derivatives and currencies. Work very closely with all role players to ensure cash is invested optimally between the constraints of sufficient liquidity and maximum returns across the portfolio range.

Keep abreast of the latest developments and trends in the financial markets, inclusive of the fixed interest, credit and forex markets, to enhance efficiencies within the team and research processes.

Duties and Responsibilities:

  • The key objective is to manage the money market mandates to deliver on its performance objectives
  • Set and oversee money market model portfolios and assist where needed on income models
  • Manage and oversee cash flow implementation/money market dealing across the portfolio range
  • Drive and provide input to cash and income portfolio strategy and the generation of model portfolios, including:
    • Asset allocation decisions
    • Generate and motivate duration positions
    • Manage yield enhancement strategies
    • Manage credit utilisation across mandates
    • Manage risk through use of derivatives
    • Interest Bearing Research
  • To advance research efforts and improve overall quality and coverage
    • Expand strategies, investable universe and market coverage
    • Drive new yield enhancement research
    • Derivatives research and strategy ideas
    • Team and stakeholder interaction
    • The key objective to work and lead on a collaborative basis, ensuring that the team remains cohesive and successful
  • Live the company values
    • Deal with people, internal as well as external, as partners, with respect, an open mind and in fairness
    • Contribute positively and be solutions orientated
  • Collaborate and provide input to the broader investment team, including asset allocation input and general strategy
  • Represent company in all required client interaction
  • Back-up portfolio management implementation
    • Act as back-up on income fund portfolio management implementation, updating models, trading, compliance and checking
    • Be proactive and assist in making the implementation a success

Qualifications:

  • University Degree (Finance / Mathematics /Statistics / Business Science / Actuarial)
  • Relevant Post Graduate qualification
  • Demonstrated excellence in the field of fixed interested research and portfolio management
  • CFA, MBA would be advantageous
  • Computer programming skills would be advantageous

Experience:

  • 5 -7 years’ experience in fixed interest research and managing cash and income portfolios

Key Competencies:

  • Cultivates Innovation – Creating new and better ways for the organisation to be successful
  • Client focus – building strong client relationships and delivering client centric solutions
  • Drives results – consistently seizing opportunities and achieving results even under tough circumstances
  • Collaborates – building partnerships and working collaboratively and inclusively with others to meet shared objectives
  • Being Resilient – rebounding from setbacks and adversity when facing difficult situations

Behavioral Competencies and Emotional Intelligence:

  • Business insight – applying knowledge of business and the marketplace to advance the organisation’s goals
  • Financial acumen – interpreting and applying understanding of financial indicators to make better business decisions
  • Decision quality – making good and timely decisions that keep the organisation moving forward
  • Action orientated – taking on new opportunities and tough challenges with a sense of urgency, high energy and enthusiasm
  • Communicates Effectively – developing and delivering multi-mode communications that convey a clear understanding of the unique needs of audiences
  • Attention to Detail – high degree of accuracy and meticulousness when approaching work
  • Manages Complexity – making sense of complex, high quantity, and sometimes contradictory information to effectively solve problems
  • People Orientated – exhibit high levels of people skills and communication and be a team player

Technical Competencies:

  • Asset Management – Management and monitoring of financial assets and performance
  • Stakeholder Management – Anticipating and balancing the needs of multiple stakeholders including shareholders, directors, clients, colleagues ,employees, and others
  • Global Markets and competitor analysis – Stay abreast of the competitive landscape to manage and change business strategy. Monitor the global and local business environment to make sound and optimal decisions
  • Risk Management – Analyse risks and manage it with both new and existing business ventures

Employment Equity:

  • Please note that this is a BEE position only

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


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