Investment Management Assistant - Cape Town City Centre
Key Responsibilities:
Fund Management:
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.
- 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.
- 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.
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