Job Purpose:

Manage client portfolios as per mandate.

Key responsibilities:

• Maintain a perspective on current and future economic conditions and industry trends.
• Assess potential investment opportunities across traditional and non- traditional asset classes.
• Assist in generating ad hoc reports as necessary for presentations to internal and external stakeholders.
• Attend and present at clients’ board of trustee and annual general meetings actively contribute towards coming up with superior asset allocation and security selection decisions.
• Implement investment strategies while adhering to RBA, CMA and client mandates as applicable.
• Support the business development team in pitching for business and preparation of RFP’s.
• Participate in product development initiatives.
• Construct and rebalance portfolios.
• Support BAM UG as per the hub and spoke model.
• Delegated Authority: As per the approved Delegated Authority Matrix.
• Perform any other duties as may be assigned from time to time.

Requirements

Knowledge, experience and qualifications required:

• Bachelors degree in Commerce, Finance, Economics or related field.
• 6-10 years’ experience in financial markets with hands on exposure to equities, interest bearing assets, property and private equity, 3 of which must be in a supervisory capacity.
• CFA Finalist.
• Member of relevant professional body.

Technical/ Functional competencies:

• Knowledge and applied professional understanding of the principles and practices of institutional investment management.
• Knowledge of capital markets.
• Portfolio analysis.
• Excellent organisational and analytical skills.
• Report writing skills.

Leadership category responsibility framework (Core Competencies)
Team Leaders in Britam need to:

• Operationally lead a team to service customers from a sustainable and growing customer base whilst increasing profit.
• Ensure the company’s objectives are met by being a vision carrier and by implementing strategy and operational outputs.
• Effectively run the business and manage staff in order to enable functional leaders to focus on developing strategy.
• Effectively identify and define key performance areas, deadlines and goals for their team in order to optimise operational effectiveness.
• Ensure the department has the most appropriate people capability through effective inspirational leadership, people development, effective selection and optimised succession planning.
• Create a high performance, proactive culture and motivated team.
• Monitor operational implementation, budgets, plans, goals and outputs in order to ensure alignment with the departmental strategy.
• Ensure that department priorities are adhered to and effectively communicated.
• Effectively disseminate knowledge within the correct context, towards subordinates as well as management.
• Appropriately model the company values while setting the pace and energy for delivering.
• Benchmark operational activities internally as well as externally in order to be a leader in the industry;
• Effectively manage and communicate change within the department in order to increase staff and process effectiveness.
• Provide access to accurate and consistent information and services across all channels.
• Adequately manage operational risk.