Senior Manager: Valuation

2 weeks ago

Johannesburg, South Africa Quarphix Full time

Education and Experience:

- Relevant BSc/BCom degree
- Complete or part CFA preferential
- 7 years experience in Multi Manager valuations environment
- 5-7 years management experience
- Solid working knowledge of Unitisation principles essential
- 3-5 years experience in administration of CISCA portfolios.

Key Performance Areas:
**1. Management and oversight of the daily Pricing & Valuation of Investment Products**
- Execution of accurate daily valuation processes within the defined timeliness (including performance and benchmarking)
- Ensure CISCA portfolio income is monitored and managed towards correct distributions per period
- Regular review of processes for efficiency
- Review systems and processes for enhancements to both automation as well as qualitative elements of valuation principles
- Management of outsourced Admin Provider and External Asset Managers to ensure exceptions identified are remedied within SLA timeliness
- Exception management of all security related issues identified including suspended shares, stale securities, corporate actions etc.
- Collaborate with the broader Portfolio Management Team in keeping abreast of portfolio changes and new investment vehicles
- Management reporting on team delivery around qualitative and quantitative matters.
**2. **Total Expense Ratios, Total Investment Charges and Effective Annual Cost (TER/TIC/EAC)**
- Ensure that all expense related data across the AF Investments mandate universe is captured
Processing through the system and review of all Investment Product expense results prior to review and signoff by the Actuarial team
- Process and system enhancements to ensure timeliness are met at high quality of reporting
- Keep abreast of legislation of expense reporting and ensure changes are applied to all areas of delivery.
**3. Performance/Return related reporting and queries**
- Deal with all return related queries across the portfolio range to stakeholders
- Benchmark related performance analysis to ensure accurate Portfolio performance reporting
- Regular review of mandate performance to ensure dispersion matters are known and documented.
- Staff Management
- Guide team members on all matters to do with investment performance.
- Drive team discussions to ensure effective engagement
- Ensure staff KPAs are documented and recorded with quarterly feedback sessions
- Effective delegation to ensure capacity management as well as staff engagement/motivation
**3. **Staff Management**
- Guide team members on all matters to do with investment performance
- Drive team discussion to ensure effectiveness on teams management
- Ensure staff KPAs are documented and recorded with quarterly feedback sessions.
- Effective delegation to ensure capacity management as well as staff engagement/motivation.

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