Head: Portfolio Management

1 week ago


Johannesburg, South Africa Liberty Group Limited Full time

Every day, our employees grow their knowledge by working with diverse groups of people who specialise in a wide range of skills across insurance, asset management, investment and health products. We continually seek to engage, develop, recognise and reward the people who make our business great Purpose To develop tactical strategy and delivery plans, formulate associated practice/s and to ensure operational implementation and adaption i.t.o. portfolio management methodology, governance and delivery objectives. 5 - 8 years experience in a similar environment, of which 3 - 4 years at management level Minimum Qualifications Bachelor`s Degrees and Advanced Diplomas (NQF Level 07) in Finance Economics and Accounting Process Communicate a meaningful tactical context that guides and directs best practice integration and process alignment with service delivery objectives. Coordinate, source and provide advise on investment decisions and the buying and selling of shares and other securities on behalf of clients. Manage towards to a risk free operational environment which contributes to the overall growth and profitability of a work area. Proactively manage productivity based on scheduled activities related to the life cycle of a fund. Accountable for strategy implementation through the integration and optimisation of operational activities to practices and systems across an internal value chain. Proactively identify interconnected tactical problems, determine the impact, patterns and trends to identify alternatives and best practice solutions, anticipating future challenges. Plan for the management of work outputs across various functional activities, integrating interdependent practices, processes or systems and addressing and balancing the demands of different priorities to optimise efficiency. Customer Build and maintain stakeholder relationships for the purposes of expectation management, knowledge sharing and integration. Build strong customer-centric relationships and develop service level agreements that promote the organisation with stakeholders aligned to Treating the Customer Fairly (TCF) principles. Finance Compile an operational or business area budget aligned with the delivery plans, and ensure the implementation and monitoring of financial controls, management of costs and corporate governance to optimise cost savings and/or profit margins. Learning and Growth Balance, optimise and manage human resources across disciplines through executed human capability plans. Governance Implement the governance management model, framework and policy in own practice and/or tactical areas to identify and manage governance and risk exposure liability pro-actively. Liberty Values Conflict Resolution (Proficient) Economic Methods and Theories (Proficient) Portfolio thinking (Proficient) Operations Risk Management (Proficient) Operations Management (Proficient) Business Interaction (Proficient) Relationship Management and Networking (Proficient) Problem Solving and Analysis (Proficient) Persuading and Influencing (Proficient) Judgment and decision making (Proficient) We put our knowledge and insight acquired over the past 16 years, to serving a pan-African market of the future. Stanlib has received its second certification as a Top Employer from the Top Employers Institute. Job Segment: Liability, Risk Management, Relationship Manager, Manager, Insurance, Finance, Customer Service, Management Liberty Group Limited - an Authorised Financial Services Provider in terms of the FAIS Act (Licence no 2409) #J-18808-Ljbffr



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