Portfolio Manager: Corporate Portfolio Solutions

-Introduction
Role Purpose

Construct and oversee investment portfolios based on investment mandate and client requirements within the Outcomes Based Investment (OBI) philosophy and strategy in order to achieve MMH’s strategic objectives.
Requirements
- Honours degree (or equivalent) in Investments Management or Finance
- Chartered Financial Analyst (CFA) (preferred)
- 8-10 years’ experience in investments, direct portfolio management experience strongly preferred
- Exposure to multi-asset portfolio construction and OBI philosophy
- Experience in stakeholder management
- Analytical, communication experience
Duties & Responsibilities

**Manage the investment portfolios **(Internal Process)**
- Construct and manage investment portfolios that are consistent with an OBI investment philosophy based on the mandate and client needs and objectives.
- Takes accountability for the end to end portfolio management and manages assigned investment analysts.
- Contribute to the ongoing enhancement of the OBI-related portfolio and risk management best practices
- Create awareness of the OBI philosophy across MMH and within the external investment community in order to foster greater understanding and buy-in to the philosophy.
- Ensure that the OBI investment philosophy is embedded and implemented in the portfolios managed.
- Foster effective working relationships and collaborate within the broader group and external stakeholders.
- Monitor and report on portfolio performance as it relates to the solution’s objectives and investment strategy.
- Provide technical advice and expertise regarding the portfolio construction in order to support sales or marketing initiatives.
- Takes responsibility of all aspects related to the management of a portfolio and has full discretion for decision making.
- Manages the relationship with appointed asset managers for specific portfolios and ensures accountability of the investment performance and adherence to mandates by asset managers.
- Ensure asset allocation views are implemented and aligned according to the OBI view.
- Focus on main investment themes and risks with material impact of investment decisions (performance, risk, income) in a highly complex environment
- Takes principal accountability on portfolios, with oversight on portfolios’ adherence to mandate
- Set the research and/ or analysis agenda for the portfolios
- Provide guidance of processes and systems for the team
- Create a deep understanding of the MMH investment philosophy and influence the environment (markets and stakeholders)

**Enable client centricity within area of responsibility **(Client Services)**
- Provide authoritative, expertise and guidance to clients and stakeholders
- Build and maintain relationships with clients and internal and external stakeholders
- Contribute to the process of negotiating objective and realistic service level agreements, monitor appropriateness and recommend adjustments
- Deliver on service level agreements made with clients and internal and external stakeholders in order to ensure that client expectations are managed
- Make recommendations to improve client service and fair treatment of clients within area of responsibility
- Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional client service

**Effectively lead team **(People)**
- Create a positive work climate and culture to energise employees, give meaning to work, minimise work disruption and maximise employee productivity.
- Demonstrate exemplary leadership behaviour, through personal involvement, commitment and dedication in support of organisational values.
- Select and recruit suitably qualified talent in line with Employment Equity principles and MMH values
- Drive a culture that guides and directs best practice, fostering an environment of continuous learning, improvement and cohesiveness.
- Enable a learning and growth culture whereby information regarding successes, issues, trends and ideas are actively shared between team members.
- Execute effective workforce planning practices to ensure that staffing requirements are accurately forecasted
- Identify employee growth and development needs and schedule interventions to enable ongoing development, training and personal growth.
- Effectively manage performance within the team in order to ensure business objectives are achieved
- Encourage innovation, change agility and collaboration within the team
- Facilitate the required process and engagement with various investment capabilities to achieve agreed / planned portfolio Total Expense Ratio (TERs).
Competencies

Business Acumen

Collaboration

Client/ Stakeholder Commitment

Impact and Influence

Drive for Results

Self-Awareness and Insight

Leads Change and Innovation

Diversity and Inclusiveness

Motivating and Inspiring Team

Growing Talent

Strategic Thinking

Policy

We are committed to Employment Equity, diversity and inclusion when recr