Trade & Rebalancing Team Leader

2 weeks ago

Cape Town, South Africa Asset Consultant Company Full time

NAME OF THE ROLE: TRADE & REBALANCING TEAM LEADER
(CAPE TOWN, SOUTH AFRICA)

PURPOSE OF JOB:

- Leading a team of trade and implementation Specialists and Analysts
- Ensure the smooth and efficient running of the trade and rebalance function including leading automation activities
- Ensure team members are delivering service to the company standards, by planning, leading, organizing & controlling a team’s duties
- This is still a combination of a management role with a technical aspect and the team leader will be the point of escalation for complex queries
- Offer training and mentorship to the team
- Will be required to assist the team in delivery of outputs when required.

MONTHLY/DAILY TASKS:
Team Management responsibilities:

- Ensure team members are delivering output to the desired company standard, by planning, leading, organizing & managing the team’s duties
- Ensure operational excellence, via efficient and flexible procedures which are well implemented and documented
- Provide continuous coaching & support to team members.
- Ensure team members have access to all necessary resources and tools to complete their job functions and to ensure further training is provided where necessary.
- Performance feedback and reviews
- Planning, managing & reporting of team leave
- Integration of new team members into the team
- Motivation and development of staff
- Participate in internal projects
- Initiate, drive and support internal improvement initiatives within the Invest department to ensure continuous business improvement.

Technical responsibilities:

- Accurately execute trade instructions to effect changes to client portfolios, as instructed by clients and the Portfolio Management Team, including:

- Booking and confirming trades with foreign exchange agents.
- Preparing and submitting derivative trading instructions to the derivatives agent and following up for trade confirmations.
- Work closely with the Portfolio Management Team to manage derivative rolls and ensure that no trades or rolls are missed.
- Perform pre-trade analysis for larger flows and provide instructions to be carried out by the Administration Team.
- Work closely with the Administration Team to guide them on instructions required for portfolio changes such as rebalances, adding or removing managers, benchmark changes and drawdowns.
- Manage the onboarding of clients to new derivative contracts and new products, in collaboration with the Portfolio Management Team and the Operations teams.
- Provide feedback on the completion of executed trades to the Portfolio Management Team.
- Review portfolios regularly to ensure that they are aligned to their target positions. Attend review meetings to address any queries related to changes on the portfolios.
- Liaise with asset managers regarding valuations and reports; address queries raised on performance data.
- Execute trades for transition management clients, including:

- Drafting instructions for execution of a transition;
- Preparing files and trading on behalf of clients
- Matching trades and preparing pre-and post-trading reports
- Assist in preparing proposals, client report-backs and other ad hoc queries / reports.
- Attend external meetings, when required and appropriate.
- Build and maintain relationships with brokers, internal teams and other stakeholders.

KEY COMPETENCIES, SKILLS AND ATTRIBUTES:

- Demonstrated previous Team Leader experience
- Combination of strong emotional intelligence and technical skills
- Knowledge of domestic and international financial markets including forex and derivatives trading
- Analytical and able to absorb large sets of data
- Accuracy and attention to detail.
- Communicate clearly and professionally, both verbally and in writing.
- Good time management, and able to manage deadlines
- Able to work under pressure and multi-task
- Ability to function positively under pressure, plan for and meet deadlines.
- Problem solving / solutions focused ability and mindset
- Manage own priorities and collaborate successfully with others as part of a team.
- Use initiative, be pro-active and with problem solving abilities.
- Easily adapt to changes in the business environment.
- Think in a structured way
- Quick learner.
- Liaising with Asset Managers and other investment service providers
- Understand Pension Fund industry trends and investment management industry.
- Willing to put in long hours when needed.

REQUIRED QUALIFICATIONS AND EXPERIENCE:

- Minimum requirement of a bachelor’s degree which can be FAIS recognised: B.Com, B.Bus.Sci, B.Sc. (Maths, Accounting, Statistics, Finance) or equivalent. Open to other tertiary qualifications depending on experience and evidence of quantitative ability.
- 8-10 years’ experience in investment management or related industry
- FAIS RE 5 exam passed
- Prior experience managing a team or individuals.

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

Application Question(s):

- Have you passed the RE5 exam?

**Education**:

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