Introduction
Momentum Securities provides a full range of stockbroking services supported by strong management and administrative capabilities. We pride ourselves on product innovation and client service. One of our key strengths is our ability to devise solutions for your individual needs, with all our expertise at your disposal. We provide a full range of stockbroking solutions including traditional trade executions (non-discretionary/self-managed portfolio) and advisory portfolio, full-service stockbroking service into all of the frontier markets, spending a specialist research integrating both a macro and micro market view.
Role Purpose
The purpose of the Junior Portfolio Manager is to construct investment portfolios based on investment mandate and client requirements within the investment philosophy and strategy in order to achieve Momentum Securities strategic objectives, working under the supervision of a Portfolio Manager.
Requirements
Qualifications:
Must be in process of obtaining regulatory qualification either under FAIS or JSE to give advice and exercise discretion.
Studying towards CFA designation advantageous.
Experience:
A minimum of 3-5 years' experience in financial markets.
Duties & Responsibilities
Manage investment Portfolios
Contributing to day-to-day operational portfolio management processes and monitoring of existing investments.
Monitoring on a regular basis the portfolio's adherence to mandate, and consulting with relevant parties on the remedial action to be taken.
Monitoring, reviewing or resolving potential risk drivers that may lead to increased costs.
Provide technical support and make recommendations:
Providing technical support and expertise regarding the development of new portfolio products in order to support sales or marketing initiatives.
Making recommendations to enhance the investment mandates to increase profitability or cost effectiveness of the investment solution.
Making continued contributions to the investment and stock selection process by way of analysis, model enhancements and research contributions.
Competencies
Analysing: Analyses numerical data, verbal data and all other sources of information. Breaks information into component parts, patterns and relationships. Probes for further information or greater understanding of a problem. Makes rational judgements from the available information and analysis. Produces workable solutions to a range of problems. Demonstrates an understanding of how one issue may be a part of a much larger system.
Presenting and Communicating Information: Speaks clearly and fluently. Expresses opinions, information and key points of an argument clearly. Makes presentations and undertakes public speaking with skill and confidence. Responds quickly to the needs of an audience and to their reactions and feedback. Projects credibility.
Persuading and Influencing: Makes a strong personal impression on others. Gains clear agreement and commitment from others by persuading, convincing and negotiating. Promotes ideas on behalf of self or others. Manages conflict. Makes effective use of political processes to influence and persuade others.
Attention to Detail: Provides accurate, consistent numbers on all paperwork. Provides information in a usable form and on a timely basis to others who need to act on it. Maintains a checklist, schedule, calendar, etc. to ensure that small details are not overlooked. Follows policies, procedure, safety and security measures in using various equipment. Work requires little or no checking.
Entrepreneurial and Commercial Thinking: Keeps up to date with competitor information and market trends. Identifies business opportunities for the organization. Demonstrates financial awareness. Controls costs and thinks in terms of profit, loss and added value.
Problem Solving and Decision Making: Applying critical-thinking skills to solve problems by generating, evaluating, and implementing solutions.
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