Investment Product Development Manager

3 weeks ago


Centurion, South Africa OUTVest Full time

Company Description

OUTsurance has been propelling the South African insurance industry forward for the last 24 years. As leaders in the field, we’re always looking for innovative ways to create digitally-advanced solutions, without losing sight of our human values.

OUTvest is a subsidiary of the OUTsurance group. In this original fintech company, where you always get something OUT. OUTvest aims to help make the experience of investing more accessible and more closely aligned to everyone’s needs.

OUTvest is expanding its product development capability. We look after several investment products, including Voluntary, Tax-Free Savings Accounts, Retirement Annuities, Preservation Funds, Linked-Endowments and more soon. We need someone to help us manage our existing range and expand our product suite.

Our continued success can be attributed to OUTstanding employees who set the bar high with their energy and expertise. If you’re keen to grow your career in a vibrant environment with lots of friendly ‘gees’, this could be the career opportunity you’ve been looking for.

**Job Description**:
**How does OUTvest think about Product Development?**

We like to squeeze things together and digitise the investment experience as much as possible for our customers and distribution partners and we also want to keep things simple and focus on value. Product development is critical to this.

**What does an Investment Product Development Specialist do every day at OUTvest?**

Product development at OUTvest combines a deep understanding of investments, product wrappers, regulation, and advice, most of it built into a simple digital investment journey. To achieve this, we combine all this into digital journeys that make investing safer and help clients achieve their objectives.

An investment product development specialist must work across multiple disciplines, including quantitative modelling, portfolio construction, client documentation, financial advice, tax, regulatory understanding and user experience design.

Whilst we don’t expect you to necessarily have experience in designing digital journeys, we do need you to have had extensive experience in product development roles across the investment industry.

**Qualifications**:
**What qualifications would you need to be considered for the role?**
- A relevant financial degree (including actuarial, maths, stats, finance, economics or investments)
- A minimum of 5 years experience in investment product development
- A postgraduate qualification in finance would be preferable (CFA, Masters in Finance, FASSA, MBA)
- RE 5 would be advantageous but not a requirement

**What previous work experience would you have had to be good at this role?**

We believe that to stand the best chance of success, you must have worked in an investment or a product development role at a large insurer or asset manager.

It would be advantageous if you have had experience developing and launching products such as Living Annuities, Retirement Funds, Endowments or Offshore products

We expect you to have about five years of experience in relevant roles depending on the composition of your experience.

**What exactly does the job entail?**
- Planning, analysis and development of investment products

This involves designing a digital onboarding journey where needed in conjunction with UX experts

Developing client documentation

Designing, documenting and presenting your financial advice system

Planning the underlying investment exposure to support the product.

This will include engaging with investment fund managers, fund selection

Where applicable, pricing and fees.
- Engaging with Business Analyst and IT with regards to the development and delivery of the investment product
- Designing requirements for the Management Information Systems, where needed.
- Governance and management of existing investment products, including automated advice systems, fund performance and related aspects.
- Innovative, passionate and world-class at what you do
- Driven to improve and enhance the world around you continuously
- Driven to be at the cutting edge of personal investment and finance

**What is the level of this role?**
- This mid-level role will report to the actuarial and investment manager at OUTvest. The role will currently have no direct reports.

Additional Information

In accordance with OUTsurance Insurance Company Ltd Employment Equity goals, preference will be given to individuals who meet the job requirements and are from the various designated groups.



  • Centurion, South Africa OUTVest Full time

    Company Description OUTsurance is a dynamic financial services company with a global footprint and a proud history of innovation. We are vibrant, successful and values orientated with an awesome culture encapsulated by the ethos that clients and staff “always get something OUT.” Our success can be attributed, amongst other things, to the outstanding...

  • Investment Analyst

    2 weeks ago


    Centurion, South Africa Momentum Investments Full time

    **Introduction** - Through our client-facing brands Metropolitan and Momentum, with Multiply (wellness and rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group, the group enables business and people from all walks of life to achieve their financial goals and life aspirations. We help people grow their savings,...


  • Centurion, Gauteng, South Africa The Recruitment Council Full time

    About The RoleWe are seeking an experienced Wealth Management Specialist to join our team at The Recruitment Council. As a key member of our wealth management team, you will be responsible for evaluating clients' financial situations, creating customized investment plans, and providing ongoing advice to enhance their wealth.Main ResponsibilitiesStrategic...


  • Centurion, Gauteng, South Africa The Recruitment Council Full time

    Join a leading Asset Manager firm as Chief Investment Officer. With a global presence and a commitment to innovation, this company offers a dynamic environment for top-tier investment professionals. The primary purpose of the Chief Investment Officer (CIO) is to establish investment strategies and manage our flagship equity model portfolios (local and...


  • Centurion, Gauteng, South Africa Guardrisk Group Full time

    Job RequirementsThe ideal candidate for this role will have a BCom degree in Business Management or Investment Management, with minimum 5 years' investment management experience and 3-5 years' relevant management experience. They will be familiar with Momentum Investments products and processes and possess strong business acumen with the ability to take...

  • Investment Associate

    2 weeks ago


    Centurion, South Africa Hello Group Recruitment Full time

    **Job Advert Summary**: The Investment Associate supports senior members of the investment team in identifying, evaluating, and managing existing investments and new opportunities. This role involves conducting market research, financial analysis, due diligence, and helping to develop and implement investment strategies. The associate plays a key role in...

  • Investment Analyst

    3 weeks ago


    Centurion, South Africa Momentum Metropolitan Holdings Full time

    -Introduction Through our client-facing brands Metropolitan and Momentum, with Multiply (wellness and rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group, the group enables business and people from all walks of life to achieve their financial goals and life aspirations. Role Purpose Support the investment...


  • Centurion, Gauteng, South Africa Guardrisk Group Full time

    Position OverviewThe Investment Regional General Manager will play a key role in driving growth in sales distribution and achieving sales targets for Momentum. They will be responsible for acquiring new IFAs, building strong relationships with key stakeholders in the industry, and establishing a high-performance culture within the team.Key Requirements:BCom...


  • Centurion, Gauteng, South Africa Guardrisk Group Full time

    Job DescriptionThe Investment Regional General Manager will be responsible for acquiring new Independent Financial Advisors (IFAs) for Momentum, focusing on the effective placement of IFAs in the best panel with the best business capabilities. They will ensure a high-performance culture is established and maintained, driving profitable growth through...


  • Centurion, Gauteng, South Africa Headhunters Full time

    We are a market leader in the insurance space, seeking a skilled Long-Term Insurance Professional to join our team in Centurion (Gauteng).About the Job:This is a hybrid position that requires a unique blend of business analysis and product development expertise.Responsibilities:Gather and interpret requirements from key stakeholders/customers in line with...


  • Centurion, South Africa OUTVest Full time

    Company Description OUTvest is a subsidiary of the OUTsurance group. One of the original fintech companies, where you always get something OUT. OUTvest aims to help make the experience of investing more accessible and more closely aligned to everyone's needs. OUTvest is expanding its actuarial and investment capability. We look after several investment...


  • Centurion, Gauteng, South Africa Xenia Pharmaceutical Full time

    Xenia Pharmaceutical is a leading South African manufacturer of stock remedies and farm feeds, committed to delivering high-quality services and products on time. We prioritize customer satisfaction, stakeholder investments, and workplace stability while adhering to Good Manufacturing Practice (GMP) standards, ISO 9001:2015 and 22000.The role of Production...


  • Centurion, Gauteng, South Africa Guardrisk Group Full time

    About the RoleThe Investment Regional General Manager will play a critical role in acquiring new IFAs for Momentum, focusing on building strong relationships with key stakeholders in the industry. They will be responsible for developing and executing the business plan to drive growth in sales distribution, setting performance standards, and fostering a...


  • Centurion, South Africa Six Sense Full time

    Gauteng, Centurion - Annually Cost To Company (Market related) A well-established business is seeking to appoint a Specialist Market Research and Product Development. **Qualifications & Experience**: - B Degree in Finance, Business, Economics or related field - Postgraduate qualification in Finance, Business, Economics or related field - Advanced Excel...


  • Centurion, South Africa Momentum Metropolitan Holdings Full time

    Introduction Through our client-facing brands Metropolitan and Momentum, with Multiply (wellness and rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group, the group enables business and people from all walks of life to achieve their financial goals and life aspirations. Role Purpose To take responsibility day to...


  • Centurion, South Africa Land Bank Careers Full time

    **Job Advert Summary**: The Land and Agricultural Development Bank of South Africa (Land Bank) is South Africa’s only specialist agricultural bank established in 1912, the bank’s sole objective is to serve South African commercial and emerging farmers and bring specially designed financial services within their reach. These services enable farmers to...


  • Centurion, Gauteng, South Africa Communicate Recruitment Full time

    Job OverviewWe are seeking a highly skilled Investment Operations Expert to join our team at Communicate Recruitment. This role is a fantastic opportunity for an experienced professional to leverage their expertise in investment administration and operations to drive business growth.Main ResponsibilitiesSupport key investment functions, including financial...


  • Centurion, South Africa Momentum Investments Full time

    **Introduction**Role Purpose**Requirements**: - Minimum Qualifications: - Degree in Invesetment Management (or equivalent). - CAIA or Charted Financial Analyst (CFA) preferred. Minimum Experience: - Solid background in Financial Markets. - 3-5 years experience in the investment industry. - Previous hedge fund exposure would be advantageous. - Stong...


  • Centurion, South Africa Momentum Investments Full time

    **Introduction** Through our client-facing brands Metropolitan and Momentum, with Multiply (wellness and rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group, the group enables business and people from all walks of life to achieve their financial goals and life aspirations. **Role Purpose** Focus and provide...


  • Centurion, South Africa Momentum Investments Full time

    **Introduction** Through our client-facing brands Metropolitan and Momentum, with Multiply (wellness and rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group, the group enables business and people from all walks of life to achieve their financial goals and life aspirations. **Role Purpose** Responsible for...