Investment Management Assistant

About the position

Our client based in Southern Suburbs of Cape Town, is seeking an Investment Management Assistant. The main purpose of the role is to assist in day-to-day management of a range of Collective Investment Schemes & perform a supporting role within the Wealth Management investment process.
Key Responsibilities:

Fund Management:

• Conduct day-to-day management of portfolios.
• Monitor stock/asset allocation, cash positions, and cash flows to ensure compliance.
• Monitor Fund risk and construction constraints.
• Update & suggest improvements on existing models and systems.
• Investigate and resolve data issues as needed.
• Prepare Fund & Capital Market information for investment meetings.
• Maintain macroeconomic view presentations.
• Verify & Report on trades undertaken.
• Prepare & present quarterly Fund reports to investors.

Wealth Management:

• Monitor client compliance against risk Models.
• Identify potential problems and suggest solutions within HNW portfolios.
• Contribute towards value-added written content for Wealth Managers.
• Contribute towards meetings with external Fund Managers.
• Monitor tax efficiency within client mandates.

Qualifications, Experience and Key Competencies:

• Tertiary studies in financial, mathematical or related field.
• Completed or busy with CFA Charter qualification.
• A minimum of 3 years related work experience.
• Excellent computer literacy/skills (basic data & coding an advantage).
• Excellent verbal and written skills.
• Working knowledge of Regulatory environment.
• Accuracy and attention to detail.
• Problem solving / adaptability / curiosity.
• Ability to function and prioritise under pressure.
• Professionalism and ability to relate internally / externally.
• Ability to function as part of a team as well as independently.
• Accountable, loyal, discreet, conscientious, curious, granular.
• To manage long-term capital well, you need a long-term view of the position.

Desired Skills:

• Investment Management Assistant
• Investment
• Finance
• Portfolios