Assistant Portfolio Manager: Private Markets

2 weeks ago


Bryanston, South Africa Eskom Pension and Provident Fund Full time

**1. Monitor effectiveness portfolio mandate structure and strategy for a specific portfolio**
- Research market to identify potential private equities 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.

**2. 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 private equities 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

**3. Maintain and update private equity 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 private equities ranking model, monitoring that investment returns are above benchmarK.

**4. 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.

**5. Support Portfolio Manager**
- Maintain, improve and implement an optimal portfolio that reflects the Fund’s investment philosophy and process.
- Participate in project meetings regarding investment systems to enable effective implementation of investment related projects.
- Providing input into private equity business process changes

**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 AND EXPERIENCE**
- Honours Degree / major in economics, business, or finance preferred
- CIPM or CFA Level 2 preferred.
- At least 6 years job-related experience.
- Portfolio Construction and Risk Management experience will be an added advantage.

**CLOSING DATE: 01 May 2023



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