Purpose of the role Senior sector lead on key ASISA Categories, to help drive business and investment decision making and support viable manager buy‑list for Portfolio Construction. You are required to have mastery of and ability to deliver relevant, timely and accurate assessments of manager strategies in your designated sectors; motivate manager strategies for inclusion on investment‑team buy‑list; engage with & inspire confidence in investment due diligence process through credible engagement with relevant stakeholders including investment team, asset managers, internal distribution and consulting clients. This is an opportunity to bring your unique skill set and experience and share in the growth and evolution of an established and dynamic investment team. Main duties and responsibilities Proactive maintenance of relevant ASISA categories with explicit and relevant engagement with key stakeholders including quants analyst and portfolio managers; ensure that we have appropriate coverage of the universe & have working knowledge of the relevant strategies included in the category. Responsible for identifying potential managers for the teams single managed partnership range and for maintaining research & the relationship with select incumbent partnership managers. Detailed understanding of asset manager strategies locally and globally. Regular assessments on potential and incumbent manager strategies with explicit involvement of head of research. Build strong relationships with underlying asset managers and remain up to date with industry changes. Produce ad hoc research reports relevant to the needs of business and clients that will require innovative thinking. Continuously question the status quo, providing solutions to enhance the process and the tools that we use; drive changes required for categories assigned to you. Inspire confidence in manager research by insightful presentation to clients as and when required. Provide supervisory oversight, development and mentorship to more junior members of the team. Share insights on the company’s Investment value proposition and capability, industry related topics and the various aspects of the manager research process to internal and external stakeholders (verbal & written). Specification At least 10 years manager research experience within the multi‑manager, fund of funds or asset consulting environment. Experience in non‑traditional asset classes and sustainability preferred. Ideal qualifications BCom (Hons) / Business Science degree majoring in Finance, Economics, Financial Analysis or Portfolio Management. CAIA, CFA or related studies beneficial. Competencies and ideal personality attributes Self‑starter & ability to hit the ground running. Ability to focus on what's relevant & material, plus obsessive attention to detail. Openness to challenge and being challenged by members of investment team. Questioning and inquiring mind that takes pleasure in figuring things out. Strong presentation, verbal and written skills. Confidence in articulating and defending a position. Systems knowledge Working knowledge of Microsoft Office essential, FactSet and Morningstar preferred. To apply for this role please send your CV to #J-18808-Ljbffr
Investment Analyst – Fund Manager Research
AQUARIUS SPECIALIST RECRUITMENT
cape town, cape town
Published 14 days ago
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