Investment Analyst

2 months ago

Cape Town, Western Cape, South Africa Old Mutual Full time

Job Summary

This role is responsible for driving the roll-out of the Strategic Asset Allocation (SAA) framework across the Group, with the aim of maximizing risk-adjusted returns on shareholder assets. The incumbent will be individually accountable for achieving results through own efforts.

Key Responsibilities

  • Assist in driving the roll-out of the SAA framework across all Group subsidiaries
  • Revision and implementation of investment mandates
  • Identify and implement investment strategies
  • Tracking investment performance, including setting benchmarks and performance targets, setting risk limits
  • Performing supporting analytics to assist in the evaluation of new investment opportunities
  • Ongoing market surveillance of investment opportunities locally, across Africa and abroad
  • Assisting with asset manager due diligence, selection, and monitoring
  • Compilation of investment reports for relevant investment committees
  • Analyse investment ideas for any tactical deviations from the SAA across the Group in order to drive shareholder value creation in the shareholder portfolios
  • Ongoing research in investment industry developments and portfolio structuring techniques
  • Providing investment guidance and mandate support to other African business units
  • Perform investment reporting and ad hoc reporting to various committees (capital committee, etc.)
  • Understanding and alignment with the Group's capital management framework to ensure capital efficient investment risks are taken across the group in line with risk-return targets

Requirements, Qualifications and Experience required

  • Actuary / CA / CFA / MBA / Other relevant post-graduate degree
  • Minimum Experience: 5 years' relevant experience in investment reporting and investment management
  • Technical experience required
  • Strong investment reporting / investment back-office background
  • Ability to collaborate across the Group with various stakeholders
  • Fund management / Portfolio management experience an advantage, particularly in a fund of funds environment

Skills

Capital Management, Investments, Stakeholder Management

Education

Bachelors Degree (B) (Required)

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