Assistant Portfolio Manager

2 weeks ago


Bryanston, South Africa Secondments Recruitment Full time

Job Advert Summary:

Research, select and recommend appropriate listed properties in accordance with the Fund's investment policy and mandate.

Research market to identify potential listed property investment opportunities and make appropriate investment recommendations to business

Gather and analyse information by accessing market research, trends and statistics on which to base investment decisions

Minimum Requirements:

TECHNICAL COMPETENCY REQUIREMENTS
In-depth knowledge of legislation governing investments within portfolio
In-depth knowledge of Tax legislation
In-depth knowledge of financial practices and procedures
In-depth knowledge of Industry developments relevant portfolio
Knowledge of CFA Code of Conduct

REQUIRED MINIMUM EDUCATION/TRAINING

Honours Degree / major in economics, business, or finance preferred
CIPM or CFA Level 2 preferred.

REQUIRED MINIMUM WORK EXPERIENCE
At least 6 years job-related experience.
Portfolio Construction and Risk Management experience will be an added advantage.

REQUIRED REGULATORY EXAMINATION
RE 5

Duties and Responsibilities:

Monitor effectiveness portfolio mandate structure and strategy for a specific portfolio

Research market to identify potential listed property investment opportunities and make appropriate investment recommendations to business
Gather and analyse information by accessing market research, trends and statistics on which to base investment decisions
Benchmark company performance both domestically and globally.
Monitor and evaluate effectiveness of investment decisions within portfolio, optimising investment returns.
Develop and maintain relationships with investment and banking communities, enabling access to market research, trends and statistics.
Utilise MSCI BARA1 and Statpro and Riscura to monitor portfolios and generate performance and risk reports.
Perform performance / risk-return analysis and provide recommendations to Portfolio Manager as and when required.
Assess and monitor investment portfolio risks and performance attributions.

Provide portfolio oversight and input regarding investment strategy and asset allocation

Ensure appropriate investment mandates are in place for portfolio to optimise investment strategies.
Provide input into in-house investment activities which are in alignment with listed property strategy, corporate governance and regulatory requirements.
Assist the Portfolio Manager to prepare reports and commentary for submission to the S.I.C. and Board of Trustees

Maintain and update listed properties valuation model

Maintain quantitative/analytic models, conducting a sensitive analysis.
Provide updated valuation models and earnings after results are published, in support of accurate financial reporting.
Maintain listed properties ranking model, monitoring that investment returns are above benchmark.

Assist with Industry Sector Analysis
Analyse sector under coverage and companies positioning within industry, obtaining accurate investment information

Benchmark performance across the industry, domestically and globally by accessing market research, trends and statistics.
Develop and maintain positive relationships with broker analyst companies and other industry specialists.

  • Bryanston, South Africa Secondments Recruitment Full time

    **Job Advert Summary**: Research, select and recommend appropriate listed properties in accordance with the Fund’s investment policy and mandate. Research market to identify potential listed property investment opportunities and make appropriate investment recommendations to business Gather and analyse information by accessing market research, trends and...

  • Portfolio Coordinator

    3 weeks ago


    Bryanston, South Africa ANGOR Property Specialists Full time

    Location: The Campus Bryanston (Hybrid) - Salary: R20 000 - R30 000 - Bonus: Performance based - Job Type: Permanent - Sectors: Accounting, Admin, Finance - Benefits: Pension **PORTFOLIO COORDINATOR**: Responsible for assisting and supporting the designated Portfolio Specialist (PS) to ensure the effective running of the...

  • Portfolio Specialist

    3 weeks ago


    Bryanston, South Africa ANGOR Property Specialists Full time

    Location: The Campus Bryanston (Hybrid) - Salary: Fixed basic component (to be negotiated) plus commission structure. - Bonus: Performance based - Job Type: Permanent - Sectors: Accounting, Admin, Finance - Benefits: Pension **RESPONSIBILITIES**: **SCHEME MEETINGS**: - Scheme Executive meeting attendance in person or remotely as required by individual...


  • Bryanston, South Africa ANGOR Property Specialists Full time

    Location: The Campus Bryanston (Hybrid) / Western Cape (Hybrid) - Salary: R18 000 to R23 000 cost to company - Bonus: Performance based - Job Type: Permanent - Sectors: Accounting, Admin, Finance - Benefits: Pension The Portfolio Administrator reports to the Administrative Manager, and is responsible for administration and query resolution, as well as the...


  • Bryanston, South Africa Clockwork Media Full time

    Clockwork, one of South Africa largest independently owned through-the-line agencies is looking for a self-driven, conscientious and a well-organised intern to join our Operations Team. **Reporting to**: Operations Director KEY RESPONSIBILITIES Working within a team Working closely with all Business Units to ensure effective rollout of company...


  • Bryanston, South Africa ANGOR Property Specialists Full time

    **Position **Available: Portfolio Administrator** **Location**: First Floor, Wrigley Field, The Campus, Corner of Main & Sloane Street, Bryanston & Working remotely on non-office days - must have reliable back-up electricity and intenet **Salary**: R15 000 - R19 000 per month **Benefits**: Pension Fund **South African Citizens Only** **_Do you enjoy...


  • Bryanston, South Africa Clockwork Media Full time

    Clockwork, one of South Africa largest independently owned through-the-line agencies is looking for a self-driven, conscientious and a well-organised intern to join our Operations Team.Reporting to: Operations DirectorKEY RESPONSIBILITIESWorking within a teamWorking closely with all Business Units to ensure effective rollout of company procedures.Assists...


  • Bryanston, South Africa ANGOR Property Specialists Full time

    Position Available: Portfolio Administrator**Location: First Floor, Wrigley Field, The Campus, Corner of Main & Sloane Street, Bryanston & Working remotely on non-office days - must have reliable back-up electricity and intenetSalary: R R19 000 per monthBenefits: Pension FundSouth African Citizens Only_Do you enjoy engaging with Stakeholders, handling...


  • Bryanston, South Africa Nestle Operational Services Worldwide SA Full time

    **Company**: Nestle **Qualification**: Bachelor’s Degree in Accounting/Finance or similar Commercial Degree **Experience**: Minimum of 3 years’ experience in reporting, consolidation and financial analysis **Closing Date**:13 June 2024 **Position Summary** With a history spanning over 150 years, Nestlé didn’t become the world’s leading food and...


  • Bryanston, South Africa Eskom Pension and Provident Fund Full time

    **PROVIDE SUPPORT IN PORTFOLIO MANDATE STRUCTURE AND STRATEGY FOR A SPECIFIC PORTFOLIO** - Assist with research market analysis of potential listed equities investment opportunities. - Gather information by accessing market research, trends and statistics on which to base investment decisions. - Monitor effectiveness of investment decisions within portfolio...

  • Project Manager

    2 weeks ago


    Bryanston, South Africa Secondments Recruitment Full time

    Job Advert Summary:Our client is looking for Project Manager to drive key projects on a professional project management basis, ensuring that projects are established, managed and monitored to conclusion and that they deliver the expected value to the business. Indepth knowledge of Project Management as a discipline Knowledge of pension fund governance...

  • Executive Assistant

    2 weeks ago


    Bryanston, South Africa Nestle Operational Services Worldwide SA Full time

    Location: Bryanston, Head OfficeQualification: Post Matric qualification i.e. Business Administration QualificationExperience: 5 years' experience at Executive level and SAP knowledgeClosing Date:10 April 2024Position SummaryWe're now looking for an Executive Assistant to support 2 Executive Committee Members. The role will plan, organise, coordinate and...


  • Bryanston, South Africa Nestle Operational Services Worldwide SA Full time

    Company: NestleQualification: Bachelor's Degree in Accounting/Finance or similar Commercial DegreeExperience: Minimum of 3 years' experience in reporting, consolidation and financial analysisClosing Date:13 June 2024Position SummaryWith a history spanning over 150 years, Nestlé didn't become the world's leading food and beverages brand by chance. Perfection...

  • Web Project Manager

    1 week ago


    Bryanston, South Africa Clockwork Media Full time

    Clockwork is looking for an experienced, dedicated, and enthusiastic Web Project Manager to join our Xbox team. This is a full-time position based in Johannesburg. **Your responsibilities will include**: Working closely with the Senior Project Manager across numerous projects for multiple markets Flexibility and speed in producing high quality...


  • Bryanston, South Africa Clicks Group Limited Full time

    Advert reference: click_013452 Advert status: Online - **Position Summary**: **Industry**:FMCG & Supply Management **Job category**:FMCG, Retail, Wholesale and Supply Chain **Location**:Bryanston **Contract**:Permanent **Remuneration**:Market Related **EE position**:Yes **Brand**:Clicks Group **Introduction**: Are you passionate about retail and...


  • Bryanston, South Africa Eskom Pension and Provident Fund Full time

    PROVIDE SUPPORT IN PORTFOLIO MANDATE STRUCTURE AND STRATEGY FOR A SPECIFIC PORTFOLIO Assist with research market analysis of potential listed equities investment opportunities. Gather information by accessing market research, trends and statistics on which to base investment decisions. Monitor effectiveness of investment decisions within portfolio to...

  • Executive Assistant

    6 days ago


    Bryanston, South Africa Nestle Operational Services Worldwide SA Full time

    **Location**: Bryanston, Head Office **Qualification**: Post Matric qualification i.e. Business Administration Qualification **Experience**: 5 years’ experience at Executive level and SAP knowledge **Closing Date**:10 April 2024 **Position Summary** We’re now looking for an Executive Assistant to support 2 Executive Committee Members. The role will...


  • Bryanston, South Africa Eskom Pension and Provident Fund Full time

    **1. Manage private market investments portfolio** - Assist with the completion and presentation of research and recommendations to EPPFs internal investment committee - Monitor the performance of existing investments and identify potential areas of concern - Work with senior analysts to conduct special research on private market strategies and...


  • Bryanston, South Africa Eskom Pension and Provident Fund Full time

    **Manage private market investments **portfolio** - Assist with the completion and presentation of research and recommendations to EPPFs internal investment committee. - Monitor the performance of existing investments and identify potential areas of concern. - Work with senior analysts to conduct special research on private market strategies and...

  • Web Project Manager

    2 weeks ago


    Bryanston, South Africa Clockwork Media Full time

    Clockwork is looking for an experienced, dedicated, and enthusiastic Web Project Manager to join our Xbox team. This is a full-time position based in Johannesburg.Your responsibilities will include:Working closely with the Senior Project Manager across numerous projects for multiple marketsFlexibility and speed in producing high quality work.Ensuring that...