Investment Manager and Analyst

Key accountabilities/Deliverables/Outcomes

Accountability: Investment Duties

• Key member of the AAML Investment Committee responsible for generating content as guided by the Chief Investment Officer.
• Responsible for developing portfolios and delivering investment returns exceeding pre-set benchmarks.
• Ensure timely and coordinated implementation of Investment Committee decisions.
• Monitor portfolios under management and execute rebalancing strategies to bring them in line with agreed investment committee strategies, Investment Policy Statements, Regulatory provisions and ABSA internal control frame works.
• Report client performance in accordance with Global Investment Performance Standards (GIPS).
• Uphold and follow the CFA Code of Ethics, Standards of Professional Conduct and relevant ABSA governance provisions.
• Ensure investment decisions are backed by high quality and appropriate research and analysis, both internal and external.

Accountability: Research Duties

• Develop financial models and generate financial valuations/updates for listed and unlisted companies.
• Generate investment recommendation reports/updates for internal and external clients to shape investment decision making.
• Forecast macro-economic variables such as interest rates, inflation, and GDP growth.
• Conducting weekly, monthly, and quarterly meetings with the investment team to review investment actions and guide future investment strategies.
• Maintain updated research databases.
• Provide market intelligence and coordinate meetings with potential investment issuers.

Accountability: Business Development

• Manage existing client relationships to retain and grow business from company’s clients.
• Support the Business Development team in presentations to potential clients.
• Leverage existing business relationships of the Group to grow company client base.
• Keep abreast of latest developments in international and regional markets and assist the Investment/Business Development Team to develop appropriate products for launch. 

Accountability: Reporting and Relationship Management

• Responsible for the scheduled/ad hoc reporting to clients incorporating economic and market overview, portfolio valuation and performance and strategy for the respective funds. 
• Coordinate with relevant functions to ensure timely and accurate reporting to regulators (CMA/ RBA) as appropriate. 
• Making presentations to Client’s Investment Committees/ Trustees/ Fund secretaries.
• Assisting in preparation of strategy papers, investment recommendations and reports to the Board, AAML Governance Committees and other relevant stakeholders.
• Actively manage relationships with brokers, analysts, issuers and other market participants. 

Accountability: Administration

• Ensure all documentation regarding investment management are complete and up to date.
• Liaise with Operations to ensure that management fees are paid promptly. 

Accountability: Risk and Compliance

• Ensure that all activities and duties are carried out in full compliance with regulatory requirements, Enterprise-Wide Risk Management Framework and internal Absa Policies and Policy Standards. Understand and manage risks and risk events (incidents) relevant to the role.

Role/person specification

Qualification

• A degree in relevant subject which may include Finance, Commerce, Actuarial Science etc.
• Compliant with the CISI and ICIFA certification requirements
• Professional qualifications which may include CFA, CIFA, CPA, CISI, CAIA and/or other relevant professional qualifications in fund management will be an added advantage

Experience

• A minimum of ten (7) years in the financial sector; with at least five (5) year work experience gained in an investment house/environment