Investment Management Assistant – Southern Suburbs Cape Town

Our client based in Southern Suburbs of Cape Town, is seeking an Investment Management Assistant. The main purpose of the role is to assist in day-to-day management of a range of Collective Investment Schemes & perform a supporting role within the Wealth Management investment process.

Key Responsibilities:

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.

Wealth Management:

  • 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.

Qualifications, Experience and Key Competencies:

  • 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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