Investment Management Assistant

SUMMARY:
Our client based in Southern Suburbs of Cape Town, is seeking an Investment Management Assistant. The main purpose of the role is to assist in day-to-day management of a range of Collective Investment Schemes & perform a supporting role within the Wealth Management investment process.

POSITION INFO:
Key Responsibilities:

Fund Management:

• Conduct day-to-day management of portfolios.
• Monitor stock/asset allocation, cash positions, and cash flows to ensure compliance.
  
• Monitor Fund risk and construction constraints.
  
• Update & suggest improvements on existing models and systems.
  
• Investigate and resolve data issues as needed.
  
• Prepare Fund & Capital Market information for investment meetings.
  
• Maintain macroeconomic view presentations.
  
• Verify & Report on trades undertaken.
  
• Prepare & present quarterly Fund reports to investors.

• Monitor client compliance against risk Models.
  
• Identify potential problems and suggest solutions within HNW portfolios.
  
• Contribute towards value-added written content for Wealth Managers.
  
• Contribute towards meetings with external Fund Managers.
  
• Monitor tax efficiency within client mandates.

• Tertiary studies in financial, mathematical or related field.
• Completed or busy with CFA Charter qualification.
  
• A minimum of 3 years related work experience.
  
• Excellent computer literacy/skills (basic data & coding an advantage).
  
• Excellent verbal and written skills.
  
• Working knowledge of Regulatory environment.
• Accuracy and attention to detail.
• Problem solving / adaptability / curiosity.
• Ability to function and prioritise under pressure.
• Professionalism and ability to relate internally / externally.
• Ability to function as part of a team as well as independently.
• Accountable, loyal, discreet, conscientious, curious, granular.
• To manage long-term capital well, you need a long-term view of the position.