Intermediate Investment Analyst

Intermediate Investment Analyst
Intermediate Investment AnalystApply locations Pinelands time type Full time posted on Posted Today job requisition id JR-60828
Let's Write Africa's Story Together! Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.
Job Description Old Mutual's Investment Strategy Team has an exciting opportunity for a suitably qualified investment professional to join the team. The Investment Strategy Team is responsible for the strategic management and oversight of assets invested on behalf of Old Mutual's customers – with a specific focus on life-wrapped discretionary investment products in South Africa and also in our Africa regions.
We are looking for a talented and hard-working individual with excellent analytical and quantitative skills, an in-depth understanding of investments, and the ability to interact effectively with people at all levels of the organization.
Role Overview: This role is responsible for research, modelling, analysis, and provision of relevant information for listed and unlisted asset classes, as well as for making recommendations on alternative investments. The incumbent is individually accountable for achieving results through their own efforts.
Key responsibilities include: Ensuring investment strategies meet policyholder needs and expectations, covering investment returns, risk management, diversification, liquidity, and other relevant factors.Evaluating new investment opportunities in both traditional and alternative asset classes.Assisting with setting and monitoring investment mandates and performance, including benchmarks, performance targets, and risk limits.Collaborating with Old Mutual Investments (OMI) on strategic investment initiatives to enhance outcomes for policyholders.Supporting asset manager due diligence, selection, and monitoring.Representing policyholder interests on various investment committees.Preparing investment reports and proposals for senior internal Investment and Governance Committees.Conducting ongoing research into investment industry developments and portfolio structuring techniques.Providing investment guidance and mandate support to other African business units.The ideal candidate should have knowledge and passion for investment processes across different asset classes. They should be driven to deliver cutting-edge research, possess excellent written and Excel skills, strong communication and presenting skills, and the ability to influence and "sell" ideas.
Requirements: Skills, Qualifications, and Experience: CA (SA), Qualified Actuary, MBA, or B Com plus CFA with at least 5 years of relevant financial services and/or investment experience.Relevant experience in asset consulting, legal (commercial), investment management, investment product development, or other related fields.Deep interest in investments, particularly alternative asset classes.Passion for producing great investment outcomes for clients and protecting them from unnecessary risks and conflicts of interest.Understanding of the commercial environment in which Old Mutual operates and the requirements of its policyholders and shareholders.Excellent interpersonal and communication skills, with the ability to build constructive relationships with key stakeholders at all levels.Ability to confidently and assertively participate in committee and group discussions to ensure policyholder interests are communicated and considered in investment decision-making.Ability to produce high-quality written reports with robust arguments for senior management and Investment Committee consumption.Capability to manage and deliver multiple strategic investment initiatives.Excellent analytical and modelling skills.Self-starter with a strong sense of ownership and accountability.Additional Competencies: Strong negotiation and influence skills.Good understanding of Old Mutual's main investment product ranges (particularly smoothed bonus and with-profit products) and the legislative and regulatory environment for policyholder investments.Commitment to continuous learning and research to stay abreast of developments in investment management and asset ownership.Knowledge of Responsible Investment and ESG as applicable to asset ownership.Location: Pinelands, Western Cape
Reporting To: Head of Smooth Bonus and Investment Strategy
Closing Date: 09 December 2024
The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question. Old Mutual Limited is pro-vaccination and encourages its workforce to be fully vaccinated against Covid-19. All prospective employees are required to disclose their vaccination status as part of the recruitment process. Please refer to the Old Mutual's Covid-19 vaccination policy for further detail. Kindly note that Old Mutual reserves the right to reinstate the requirement to vaccinate at any point if it is of the view that it is imperative to do so. The Old Mutual Story!

#J-18808-Ljbffr