Portfolio Manager | Centurion

SUMMARY:
Portfolio Manager | Centurion

POSITION INFO:

Role Purpose:

Construct and oversee investment portfolios based on investment mandate and client requirements within the Outcomes Based Investment (OBI) philosophy and strategy in order to achieve objectives.

Qualification Requirements:

• Relevant Honours degree (Investment Management, Actuarial, Financial
Management BCom, BSC etc)
• Chartered Financial Analyst (CFA) (preferred)
• Regulatory Exam 5 (preferred)

Experience Required:

• 8-10 years’ experience in investments, direct portfolio management experience and / or investment consulting strongly preferred
• Exposure to multi-asset portfolio construction
• Experience in stakeholder management
• Analytical, communication experience

Role Outputs:
Manage the investment portfolios (Internal Process)
• Construct and manage investment portfolios that are consistent with an OBI
investment philosophy based on the mandate and client needs and objectives.
• Takes accountability for the end to end portfolio management and manages
assigned investment analysts.
• Contribute to the ongoing enhancement of the OBI-related portfolio and risk
management best practices
• Create awareness of the OBI philosophy across Momentum Group and within
the external investment community in order to foster greater understanding and
buy-in to the philosophy.
• Ensure that the OBI investment philosophy is embedded and implemented in the
portfolios managed.
• Foster effective working relationships and collaborate within the broader group
and external stakeholders.
• Monitor and report on portfolio performance as it relates to the solution’s
objectives and investment strategy.
• Provide technical advice and expertise regarding the portfolio construction in
order to support sales or marketing initiatives.
• Takes responsibility of all aspects related to the management of a portfolio and
has full discretion for decision making.

• Manages the relationship with appointed asset managers for specific portfolios
and ensures accountability of the investment performance and adherence to
mandates by asset managers.
• Ensure asset allocation views are implemented and aligned according to the OBI
view.
• Focus on main investment themes and risks with material impact of investment
decisions (performance, risk, income) in a highly complex environment
• Takes principal accountability on portfolios, with oversight on portfolios’
adherence to mandate
• Set the research and/ or analysis agenda for the portfolios
• Provide guidance of processes and systems for the team
• Create a deep understanding of the Momentum Group investment philosophy
and influence the environment (markets and stakeholders)
Adopt and enable client centricity within area of responsibility (Client Services)
• Provide authoritative, expertise and guidance to clients and stakeholders
• Contribute to the process of negotiating objective and realistic service level
agreements, monitor appropriateness and recommend adjustments
• Build and maintain relationships with internal and external stakeholders.
• Actively engage with key internal stakeholders to identify changing client needs
and make recommendations to align service offering with client needs.
• Manage a client service excellence culture which builds enduring relationships
and allows the team to provide exceptional client service.
• Ensure delivery of agreed deliverables and service level agreements made with
clients and stakeholders to ensure that client expectations are met.
Effectively manage self and collaboration (People)
• Participate in and positively influence and change initiatives across teams within
the business.
• Continuously develop own expertise in terms of relevant professional, technical,
industry and legislative knowledge.
• Contribute to continuous innovation through the identification, development,
sharing and implementation of new ideas.
• Take ownership of driving their own career development.
• Be a Momentum Investments ambassador.
• Act and behave in the best interest of Momentum Investments.

• Collaborate and participate in multi-disciplinary teams in Momentum
Investments.
• Maintain continuous professional development to ensure upskilling and keeping
abreast and ahead.
• Contribute to innovation, change agility and collaboration within the team.