Portfolio Manager | Centurion

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 solutions

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.