To manage portfolios in line with the Alexander Forbes Investment philosophy and Process. Responsible for risk management and daily monitoring of the portfolios in line with relevant client objectives on a pre-trade and post-trade basis. Monitor and report portfolio exposures, risk, and performance attribution.The incumbent is expected to interact with the following forums:AF Investments MancoInvestment CommitteeOther internal forumsClient interactionSeek support from senior members of the Investment TeamScope:Responsible for managing Alexander Forbes Investment portfolio with focus into global, specialist, and niche portfolios.Produce monthly feedback to Jersey team/advisory team/Private wealth clients/Financial planning consultants on the relevant portfolio changes and commentary on all the funds. Represent the investment team in various committees within the group.Make timeous portfolio changes in line with the decision-making framework.Consistent interaction with the leadership of the investment team.Strategic oversight and management of product line:Design, manage, and develop multi-asset solutions products in line with our Living*Investing investment process and philosophy.Compile the investment committee pack.Contribute to the creation and maintenance of the model portfolio framework for all our solutions or products.Preparation of implementation documents in line with the AF investment operational process.Lead the drawing up of investment proposals.Rigorously review, monitor, and analyse performance and risk of allocated portfolios.Constant liaison with the administration department in terms of cash flow allocations and rebalancing rules and tolerances.Provide oversight of various operational aspects of portfolios that requires investment insight.Conduct research on markets and portfolios:Stay informed of developments in the market, understand the effect and impact on portfolios.Provide input and contribute to debates in the AA committee.Engage in self-directed research on new investment opportunities particularly on strategies using derivative instruments for efficient exposure and risk management.Provide support to all business areas and new business initiatives where alternative asset classes expertise is identified as a requirement.Write thought leadership articles on portfolio and risk management.Prepare white papers on strategies we employ in our product set.Keep abreast of any market developments and be willing to meet with investment managers and gather insights about investment strategies, positioning, risks, and themes.Communication:Teach and guide understanding of model portfolio framework within AF Investments.Contribute to strategic discussions in the Investment Team.Brand leadership and media when required.Provide support to all business areas and new business initiatives where portfolio management expertise is identified as a requirement. Help drive the understanding of our portfolios to the rest of our client base.Provide oversight of various operational aspects of portfolios that require investment insight.Communicate new ideas, analytical results clearly and concisely.Engage on market research, portfolio commentary and compile presentation on all portfolios.Consistent interaction and communication with other parts of the business such as Advisory and client channels is mandatory.Present portfolio themes and performance to the advisory team and client channels on a monthly basis.Required Experience:Graduate degree. Economics, mathematics, statistics, or investment management are recommended. Other degrees are acceptable if experience compensates.CFA will be an advantage.7-10 years in Financial Markets (Investment Banking, Investment Analysis, Private Equity, Investment Consulting, Portfolio Management, Asset Allocation Structuring, etc.). Experience in the critical assessment of investment strategies and understanding how various strategies interact and the structuring and valuation of unlisted assets across South Africa and Africa will be an advantage.Commercial acumen.Purposeful collaboration.Strong Analytical Skills.Excellent oral and written communicator.Possess a strong understanding of capital markets.Possess strong people management skills.Strong project management skills.Good interpersonal and negotiation skills.
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