About the position
Open to all races.
Hybrid position (3 days in office)
Career progression to Chief Investment Officer (CIO)
The successful candidate will take a leading role in the company's manager research and multi-manager portfolio construction - owning research across the asset manager universe, contributing directly to portfolio decisions, and helping to lead and develop the investment team. The role is deliberately structured with a clear growth trajectory into senior investment leadership.
RESPONSIBILITIES
Manager Research & Due Diligence
- Lead qualitative and quantitative research across the company's asset manager universe, spanning balanced, equity, fixed income, and alternative strategies.
- Own the production and quality of Manager Research Reporting, ensuring each covers investment philosophy, mandate, positioning, performance, peer comparison, and key risks to an institutional standard.
- Conduct and lead manager due diligence, manager meetings, and ongoing monitoring; identify and escalate key person risk, style drift, and performance deterioration promptly.
- Own manager rating recommendations and maintain the manager scoring framework with clear, defensible rationale.
Multi-Manager Portfolio Construction
- Contribute directly to portfolio construction and blending decisions across the compay's multi-managed product range.
- Monitor portfolio positioning against mandate constraints, benchmarks, and internal limits; support rebalancing reviews and document the rationale for changes.
- Develop and maintain portfolio and manager models (Morningstar Direct and related tools), and use data and analytics to support investment decisions.
Investment Committee & Client Delivery
- Prepare and present manager reviews and portfolio analysis at the Investment Committee (IC).
- Support the production of institutional-quality deliverables - New business pitches, client quarterly reports, investment consulting advisory outputs and ESD reporting, to deadline and to standard.
- Engage credibly with institutional clients and asset managers as a senior representative of the firm.
Team Leadership & Development
- Supervise, mentor, and develop junior analysts and the intern, raising research quality and analytical rigour across the team.
- Contribute to knowledge sessions, research priorities, and the ongoing development of the company's investment process and house standards.
EXPERIENCE & QUALIFICATION
Essential
- Bachelor's degree in Finance, Economics, Investment Management, Mathematics, or a related field.
- A minimum of 6-8 years' relevant investment experience, with a substantial track record in manager research and/or multi-manager portfolio management at an asset consultant, multi-manager, or asset management house.
- Demonstrated experience evaluating and selecting asset managers across multiple asset classes, and constructing or contributing to multi-managed portfolios.
- Strong quantitative and qualitative analytical skills, including fund performance analysis, attribution, and risk assessment.
- Proficiency with Morningstar (Direct / Publishing), advanced Excel, and PowerPoint; comfort building and maintaining investment models.
Advantageous
- CFA charter (or meaningful progress toward it); relevant postgraduate qualification; RE5.
- Coding / automation capability applied to investment reporting or analysis.
- Working knowledge of South Africa's financial and regulatory landscape, including B-BBEE, the Financial Sector Code, COFI, and Regulation 28.
- Experience presenting to or participating in an Investment Committee or Investment Advice Committee.
Desired Skills:
- Multi-Manager
- Investment Research
- Investment Portfolio
- Management
Desired Qualification Level:
About The Employer:
The company is a licensed financial services provider focused on investment consulting, multi-manager investing, and asset manager research. The company helps institutional investors achieve strong investment returns alongside meaningful economic transformation for the benefit of the South African economy.
The firm partners with retirement funds, institutional investors, and Enterprise and Supplier Development (ESD) programmes. Its scope spans emerging and boutique-owned asset managers and the wider South African asset management industry, including managers who have materially incorporated economic transformation into their investment thinking and business models. Motswedi's primary outputs are multi-managed products and investment consulting advisory mandates delivered to an institutional standard.
