ADMIN MANAGER: INVESTMENT MANAGEMENT SUPPORT TEAM

 

Recruiter:

HR Genie

Job Ref:

1122 BI ADMIN

Date posted:

Monday, October 24, 2022

Location:

Sandton, South Africa

Salary:

R40k - 55k per month


JOB SUMMARY:
Management of team, admin duties, client and management support, analytical and computer knowledge

JOB DESCRIPTION:

Your B. Com, B Admin, B. Bus Science, B. Sc or similar qualification and at least 3 years work experience in multi management or financial services related administration environment will be beneficial fulfilling the following duties:

Management and leading of administrative support team to ensure achievement of objectives

Administrative Duties:

  • Updating and maintaining asset allocation spreadsheets.
  • Updating and maintaining client portfolio performance spreadsheets.
  • Assisting the Investments Team with Monthly and Quarterly client investment reporting.
  • Utilising Investments systems for research and reporting – Bloomberg, FactSet, IRESS, MorningStar, MoneyMate, etc
  • Distributing asset allocation & other information to selected clients – both internal and external.
  • Assisting Investments Team with preparing and submitting trade instructions to BCI and LISPS as and when required.
  • Keeping and monitoring a log of Wrap Fund instructions submitted by the Investments Team for successful implementation.
  • Monitoring implementation by the LISPS by interacting with the LISPS and reporting weekly to Investment Team on status of instructions submitted.
  • Preparation and distribution of Fact Sheets and MPIDs.
  • Due Diligence submissions to Trustees (in respect of new funds to be utilized where trustee DD requirements exist).
  • Submitting requests for new fund accounts to be opened.
  • Sourcing Wrap Fund/ Model Portfolio data from the various LISPS and aggregating the information for various uses by CIO, MD, Sales Team, Business Development Team & Marketing Team.
  • Maintaining a spreadsheet of BIP’s total AUM exposure to underlying investment managers across CIS FoF’s and Wrap Funds.
  • General data & analytics support to internal investment meetings – maintaining a wide array of investment decision making tools used by the Investments Team.
  • Developing positive and effective relationships with asset managers, LISP contacts and key industry players.
  • Portfolio analysis and reporting.
  • Full ownership of high-frequency-administration tasks e.g. setting up and maintaining a broad array of spread-sheets which support the investment- decision-making-function, setting up and maintaining a broad array of investment feedback reports, setting up and maintaining a broad array of presentations etc.
  • Actively contributing to the setting up and development of processes which make high-frequency roles more efficient, highly repeatable, etc.

Client Support roles:

  • Support Client relationship management.
  • Contribution to the preparation of and continual development of client quarterly reports.
  • Contribution to the preparation of, and continual development of more frequent client reporting obligations - typically monthly.
  • Assistance with preparation of Client presentations.
  • Client investment and non-investment queries within the boundaries of specified investment mandates.
  • Client ad-hoc support, within the boundaries of specified investment mandates.
  • Investment decision making support functions.

Management support:

  • Actively supporting the CIO in the day to day operational activities that support the investment decision making framework and client portfolio management and reporting.
  • Actively supporting Senior Portfolio Managers in the day to day operational activities that support the investment decision making framework and client portfolio management and reporting.
  • Actively supporting the Managing Director with management information relating to clients, performance and assets under management/ consulting.
  • Investments Team support.
  • Sales/ Business development team support as required.
  • On-going contributions to the divisions' business development efforts - building of presentations and marketing brochures, improving existing presentations and marketing brochures, maintaining existing presentations and marketing brochures.

Critical Competencies: Knowledge of

  • Understanding of financial and especially CIS and LISP industry.
  • Understanding of investment portfolio administration.
  • Technical knowledge.
  • Regulatory knowledge of CIS, LISP and Retirement industries will be an advantage.

 

NB! This job is now closed. You can apply for other jobs by uploading your CV.



 

 

 

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