Indexation Portfolio Manager - Investments

 

Recruiter:

Capital Assignments

Job Ref:

Julie

Date posted:

Monday, November 22, 2021

Location:

CapeTown, South Africa


SUMMARY:
Indexation Portfolio Manager - Investments

POSITION INFO:

One of the leading African asset managers is looking for an exceptional, professional Indexation Portfolio Manager to join their team, where they will be able to unlock their potential and prosper. The successful candidate will report into the Head of Indexation, will be responsible for a portfolio of tracker mandates, and will play an active role in the management thereof and any associated activities. 

 

Duties and Responsibilities:

 

  • Excellent management of the portfolios/funds, as evidenced by the proactive and optimal management of client, benchmark and market-initiated events (corporate actions), so as to fulfil our clients'' mandates.
  • Improving the investment process to minimise the occurrence of errors and to improve both individual and team productivity/efficiency.
  • Proactive and professional engagement with clients and service providers (internal and external) to ensure excellent management of our portfolios/funds.
  • Excellent and proactive management and resolution of exceptions in our fund management process.
  • Conduct research and analysis as required by existing and potential clients.
  • Fulfil any client reporting requirements, accurately and within their deadlines.

 

Requirements:

 

  • Appropriate degree (honours preferable) with quantitative focus e.g., Maths/Stats/Accounting/Investments
  • 3 - 5 years relevant experience in financial services
  • Meet FAIS requirements – education and experience - FAIS compliant
  • Thorough understanding of the investment environment and financial markets; equity, fixed income and derivative markets both international and domestic
  • Exposure to quantitative and financial modelling
  • A good understanding of operational processes, various market settlement windows, benchmarks, mandates, tracking errors, compliance and order management systems
  • Advanced knowledge of Excel a prerequisite
  • Experience in fund management / indexation portfolio
  • Programming in Python, R, VBA


 

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



 

 

 

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