Portfolio Manager

3 days ago

Cape Town, South Africa Investment Management Company Full time

**KEY INFORMATION**

TITLE: Portfolio Manager and Analyst

REPORTING LINE: Head of Cash and Income Funds

**PURPOSE OF THE ROLE**

Be the custodian of, continually re-define, implement, and manage the cash and income philosophy and process, with a focus on delivering on portfolio return objectives. Develop implementable investment strategies that generates alpha and ensures the successful management of cash and income portfolios by analysing and interpreting global economics, interest bearing markets, derivatives, and currencies. Keep abreast of the latest developments and trends in the market and work toward driving efficiencies within the team and research processes. Manage and mentor the cash and income team.

**DUTIES AND RESPONSIBILITIES**

**Interest Bearing Research**

The key objective is to advance research efforts and improve overall quality and coverage utilising the skill set of the team
- Define cash and income research/alpha framework
- Expand strategies and market coverage
- Expand credit coverage and models
- Drive new yield enhancement research
- Derivatives research and strategy ideas
- Manage data sources
- Create robust research database

**Interest Bearing Portfolio Management**

The key objective is to manage the income mandates to deliver on its performance objectives
- Set and oversee income model portfolios
- Drive and give input to cash and income portfolio strategy and the generation of model portfolios, including: o Asset allocation decisions o Generate and motivate duration positions o Manage yield enhancement strategies o Manage credit utilization across mandates
- Manage risk through use of derivatives

**Back-up Portfolio Management Implementation**

Act as back-up on money market portfolio management implementation, updating models, trading, compliance and checking.
The key objective is the development of analytics tools and strategies, as well as the improvement and extension of PRIME.

**Interest Bearing team interaction**

The key objective is to work on a collaborative basis, ensuring that the team remains cohesive and successful.
- Follow a collaborate approach which embraces our value system
- Be proactive in generating new research and participating in debate

**DUTIES AND RESPONSIBILITIES**
- Suggest and implement process enhancement to improve/speed up processes
- Contribute positively and be solutions driven

**Client and stakeholder Interaction and Marketing**

The key objective is to represent the firm proactively and positively in all interactions
- Grow and assist in maintaining AUM
- Represent firm in all required client interaction
- Ensure internal sales and marketing feedback is optimal
- PR (written, radio and TV)
- Oversee required report commentary

**REQUIRED EXPERIENCE**
- 6-7 years of experience in a comparable role, or in another quantitative finance field, having coded predictive models in various scripting languages.
- Essential to understand and implement sound econometric concepts in different scripting languages, driving efficiencies within the team and research processes. Knowledge of various statistical techniques and data science are therefore key elements.
- Strong programming skills, particularly in Python / R required.
- Solid experience managing and analysing large amounts of data is a must (ideally SQL).

**REQUIRED QUALIFICATIONS**
- University Post Graduate Degree (Science / Engineering / Finance) / Masters
- Strong programming skills in Python / R essential

**KEY COMPETENCIES**
- Ability to generate ideas and think logically
- Structured work style, attention to detail and accuracy is of the utmost importance
- Aptitude in decision-making and problem-solving
- Excellent interpersonal skills, excellent communication skills oral and written
- Strong ability to manage complex processes and focus on business outcomes in a complex uncertain environment
- Strong work ethic, self-motivated, driven and results oriented
- Must be able to manage workflow on longer-term research projects
- Ability to listen and respond to new ideas, input and diverse perspectives
- High levels of self-confidence, assertive as well as healthy levels of EQ
- Energetic problem-solver

**WHY THIS ROLE?**

This is your opportunity to be part of the Cash and Income team responsible for the architecture of the systematic investment engine, databases, research, analytics tools, and processes. A great role with excellent growth potential and exposure to all asset classes.

**Job Types**: Full-time, Permanent

**Education**:

- Honours (required)

**Experience**:

- quantitative finance: 6 years (required)

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