Investment Specialist - Umkhanyakude
Investment Specialist The role, responsibilities and duties will be as follows but not limited to: Investment Committee Meetings ? Assisted by a team of investment analysts, prepare for and present at quarterly investment committee meetings for a growing range of sub-funds under a global umbrella scheme, currently 16 sub-funds. ? The feedback at a minimum to cover global macro-outlook, fund performance attribution review and fund positioning. ? Having considered the above providing recommendations for proposed changes, if applicable, to the committee for consideration and debate. ? Actively participating and leading the investment debate and discussion. ? Following through with the decisions taken to implement any changes required including review and authorisation of trade plans. Team Oversight ? Oversight of the Investment Analysts in the preparation of daily, monthly and quarterly investment reports to the manager and board of the umbrella. ? Ensuring that the tasks are equitably allocated amongst the team and leverage off the individual’s strengths whilst providing coaching and guidance as needed. ? Through active debate, engagement and coaching, improve the quality of output from the team. ? Implementing systems and processes to ensure consistency of output and quality of work produced by the team. ? Reviewing and approving trade plans. ? Oversight of placing the trades with brokers and settlement. Research ? Global macro-economic research to maintain an updated view. ? Fund performance attribution and identifying new funds and instruments for possible inclusion in portfolios. ? Preparing fund comparisons and back testing. ? Researching funds and individual securities. ? Researching and analysing companies, particularly in terms of their financial functioning and health. ? Analysing company accounts, profit and loss and cash flow information. ? Building valuation models to interpret complicated financial information. ? Writing financial research summaries. Business Development? Assist to identify new business opportunities. ? Preparation and presentation to potential clients and partners on investment proposals, process and philosophy. https://protool.gumtree.co.za/external-link-browser.html?urlaHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS80MjA5OTE1ODk4P3NvdXJjZT1ndW10cmVl&jid1294110&xid4209915898
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