R HIGHLY NEGOTIABLE PLUS ANNUAL PERFORMANCE BONUS
This global, top performing investment company is one of Southern Africa’s most successful third-party fund management companies. They are a pure fund management business that provides both individual and institutional investors with access to markets across a number of geographies.
They now seek an institutional commercial & client solutions manager to join their team. You will report to the global head of institutional business.
This asset manager’s Global Institutional Business (CIB) manages relationships with institutional clients across South Africa and international markets. The Institutional Commercial & Client Solutions Manager will play a central role in supporting the commercial, client engagement and business development activities of the business. This is a broad institutional role combining commercial strategy, mandate pricing, client solutions, relationship support and business development across both local and global markets.
This role operates within the Global Institutional Business and works closely
with institutional clients, consultants, fund managers and cross-functional teams
across South Africa and international markets. It offers broad exposure to institutional
commercial strategy, client engagement, product development and business
development activity within a leading asset management environment. The successful
candidate will be expected to operate across multiple areas of the institutional
business and contribute to both client outcomes and broader strategic growth
initiatives. The position forms part of a globally oriented institutional business that
continues to expand its international footprint and institutional client capabilities. An Actuary would be ideal but not essential. Need to be hands on and strategic – engaging and able to bring ideas to fruition.
JOB DESCRIPTION WILL INCLUDE BUT NOT BE LIMITED TO:
- You will be required to work closely with fund managers, investment professionals, product specialists, legal, operations and product development teams to support institutional client growth and ensure commercially effective client outcomes;
- You will be required to be a commercially minded institutional investment professional with strong analytical capability, client engagement skills and a solid understanding of institutional investment structures, pricing and mandate frameworks;
- You will be required to deliver high-quality support and execution across institutional commercial and client solutions activities, while contributing meaningfully to institutional client engagement and relationship management;
- You will be required to support tender, RFP, and business development initiatives effectively and provide accurate and timely commercial analysis, modelling and pricing support;
- You will be required to have positive collaboration with internal stakeholders across fund management, legal, product and operations, while contributing to institutional business growth, client retention and broader strategic initiatives;
- Commercial & client solutions:
- You will be required to support the structuring and pricing of institutional mandates across South African and international markets;
- You will be required to assist in the preparation of commercial proposals, fee schedules and mandate related documentation;
- You will be required to conduct commercial analysis and modelling to support client solutions, product positioning and new business opportunities;
- You will be required to support the interpretation and application of investment management agreements (IMA’s), side letters and related commercial arrangements;
- You will be required to contribute to the development and maintenance of pricing frameworks and commercial methodologies;
- Client engagement & relationship support:
- You will be required to assist with preparation for and participate in institutional client meetings, presentations, due diligence engagements and consultant interactions;
- You will be required to support fund managers in preparing for commercial discussions with clients and consultants;
- You will be required to respond to client and consultant queries relating to commercial terms, mandates and pricing structures;
- You will be required to build strong working relationships with institutional clients, consultants and internal stakeholders;
- You will be required to contribute to the delivery of a high-quality institutional client experience;
- Business development:
- You will be required to support institutional business development initiatives across South African and global markets;
- You will be required to assist with tender, RFP and DDQ processes, including commercial and product related content;
- You will be required to conduct market and competitor analysis to support strategic positioning and business growth opportunities;
- You will be required to assist in identifying opportunities for new mandates, cross-selling and expansion within existing client relationships;
- You will be required to contribute to strategic assessments relating to new markets, client segments and institutional opportunities;
- You will be required to evaluate and support the use of data, technology and AI-enabled tools to enhance institutional business development, client engagement, market intelligence and commercial effectiveness;
- Product & strategic commercial support:
- You will be required to work with product development teams on institutional product pricing and commercial positioning;
- You will be required to provide commercial input into new product launches and enhancements;
- You will be required to support ongoing reviews of pricing competitiveness and institutional market trends;
- You will be required to ensure consistency of commercial information across institutional client materials and documentation;
- Cross-functional collaboration:
- You will be required to collaborate closely with South African and international fund managers and broader investment teams on institutional client activity, mandate opportunities and strategic client initiatives;
- You will be required to work with legal, operations and product teams to support mandate implementation and client onboarding;
- You will be required to participate in internal strategy discussions relating to institutional clients, commercial opportunities and market developments;
- You will be required to support the coordination of commercial activities across multiple regions and client segments.
CORE COMPETENCIES REQUIRED, BUT NOT LIMITED TO:
- Technical & commercial skills:
- You have strong commercial and analytical capability, including financial modelling and pricing analysis;
- You have an understanding of institutional investment structures, including segregated mandates, pooled funds and related investment vehicles;
- You have familiarity with institutional client agreements and commercial arrangements;
- You have the ability to analyse and interpret complex commercial information accurately and effectively;
- You have an understanding of regulatory and governance considerations relevant to institutional asset management;
- Client & business development capability:
- You have strong client engagement and relationship management skills;
- You are commercially minded with the ability to balance client outcomes and business objectives;
- You have an understanding of the institutional investor and consultant landscape;
- You have excellent presentation and communication (verbal and written) skills in English;
- You have the ability to contribute effectively to business development and growth initiatives;
- You have a high degree of accuracy and a keen eye for detail;
- You have sound problem-solving and analytical thinking capability;
- You are proactive, self-directed and commercially curious;
- You are collaborative and relationship-oriented;
- You have honed professional judgement and integrity;
- You have the ability to operate effectively within a dynamic and fast-paced institutional environment.
CORE QUALIFICATIONS AND EXPERIENCE:
- You have a relevant undergraduate degree (finance, economics, commerce, actuarial science or similar) at honours or masters level;
- You have a postgraduate qualification – this would be a distinct advantage (e.g. CFA, CA(SA), actuarial qualification or relevant master’s degree);
- You have a minimum of 7 – 10 years’ current, relevant experience within institutional asset management and ideally with some international expertise;
- You have demonstrable experience within institutional investment management, asset management or related financial services environments.
you are an ideas generator -and will be able to present and work on the next best thing for clients; while honing existing offerings and looking at the market for opportunities. Engage with internal stake holders; external clients and the market and come up with ideas and manage business opportunities so there is a 1st to market but also a commercial win for the business and clients at the same time. Outstanding company – superb exposure. Exciting and career making role!