Investment Manager Research Specialist

6 days ago

Cape Town, South Africa STACK Recruitment Services Full time

ROLE DESCRIPTION:
This position is for an Investment Manager Research Specialist with a respected Asset Consultant Company.

PURPOSE OF JOB:
The Investment Manager Research Specialist provides a research and analysis function to internal business units, external clients, and network companies. The main purpose of this job is to conduct advanced research into financial asset managers, investment products and other service providers in the investment industry. The research is not limited only to asset managers but covers broader investment topics in the industry. The research conducted by this team of analysts supports the main investment decision making forum in the Company.

KEY RESPONSIBILITIES:

- Learning about the Company’s investment philosophy and the requirements for an asset manager to be included in the Company’s list of preferred managers
- Collecting and collating asset manager information, ensuring all information is correctly captured and up to date
- Assisting with generating and maintaining a short list of asset managers (across all asset classes/regions) in line with the Company’s investment philosophy
- Documenting decisions relating to the reasons for asset managers being included on or rejected from short lists
- Preparation of recommendations for addition to the short list
- Assisting with research and analysis as required and in preparation of investment meetings including review of current managers, client asset allocations and maintaining a house-view for managers across asset classes/model portfolios
- Researching and identifying new areas of interest for the Company, prepare detailed documentation and present these for review and consideration
- Providing analytical input and support to the Investment Research team
- Contributing to quantitative and qualitative analysis of portfolios
- Performing portfolio analysis of sample/model portfolios and assessing their consistency with the manager’s adopted investment approach
- Preparing and presenting investment analytics/meeting papers prior to manager research meetings, attending, and recording research meetings, etc.
- Actively and efficiently liaising with clients on portfolio analytics and overall supporting research activities
- Drafting client documentation relating to their investments, specific strategies, or asset classes
- Building and maintaining a network of relevant contacts within the financial/investment industry as a basis for high quality referrals and primary research
- Performing on-going monitoring of research information sources
- Proposing enhancements to the research process, tools, procedures, and initiatives
- Enhancing and developing research tools by procedures and initiatives
- Performing operational compliance and due diligence checks on service providers
- Collaborating with members of the broader Research business unit on specific improvement projects

KEY RELATIONSHIPS:

- Client consultants, the Company’s business units and network companies in relation to their investment research requirements
- Building and maintaining a network of relevant contacts

KEY COMPETENCIES, SKILLS AND ATTRIBUTES:

- Passionate about research and financial markets
- They have a strong desire to keep learning every day
- A natural collaborator and team player who also enjoys working independently
- A self-starter who can manage their own output in the absence of a rigorous daily schedule
- Good communication (verbal and written)
- Team player
- Strong interpersonal skills and ability to build strong industry relationships
- Ability to manage multiple deliverables with strict deadlines
- Accuracy, attention to detail, self-motivation, and ability to work independently and use initiative

REQUIRED QUALIFICATIONS AND EXPERIENCE:

- BCom or equivalent majoring in finance, investments, economics or accounting
- FAIS compliant representative
- Honours, M.Com., CFA advantageous
- Minimum of 3 to 6 years prior experience in investment/asset management industry
- An advanced understanding of the financial markets
- Quantitative ability in terms of performance and risk calculations
- Fluent across Microsoft Office especially in MS Word, MS Powerpoint and MS Excel

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

Application Question(s):

- Are you a FAIS compliant representative?

**Education**:

- Bachelors (required)

**Experience**:

- manager research: 3 years (required)

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