R HIGHLY NEGOTIABLE PLUS ANNUAL PERFORMANCE BONUS
Our client’s AUM of group is over GBP500m –and this focused team manages GBP150m. They are part of a financial and fiduciary services business that provides clients with bespoke, expert solutions for trust & company administration, fund administration and wealth management. Set up offshore trusts and corporate structures for international clients – many of whom come from SA. They have an office in Cape Town and two other locations in SA and the head office in Guernsey with offices in Sark and Alderney as well. This team manages the money for the group – this includes three unitised funds – a direct equity fund, an international fund-of-funds and an alternative assets fund-of-funds. They have a diverse range of private client portfolios investing in these funds as well as their own segregated funds managed on discretionary, advisory or execution only mandates across global markets and jurisdictions.
They now seek an assistant PM to join their team. You will work with the two most senior investment members.
JOB DESCRIPTION WILL INCLUDE BUT NOT BE LIMITED TO:
- You will be required to be part of the three-person investment team working with the CEO and a superbly smart investment lead – as well as the investment administration team based in Guernsey;
- You will be required to identify, analyse and monitor stocks as part of the investment team;
- You will be required to express well-articulated views that help shape decision-making by the equity construction committee;
- You will be responsible for high quality of research and PM support;
- You will be required to contribute to rigorous investment debate and fully understand and deliver investment outcomes in line with the investment philosophy;
- You will be responsible for positive contribution to the team culture;
- You will be required to synthesize sell-side insights with the own deep industry knowledge to objectively and proactively identify areas of risk / opportunity;
- You will be required to build a network of relationships that helps broaden sector expertise;
CORE COMPETENCIES REQUIRED, BUT NOT LIMITED TO:
- You have excellent presentation and communication (verbal and written) skills in English. You will be able to interact with a smart team and their equally smart clients. Bloombergs/ Morningstar/MS Excel essential.
- CA(SA).B.Bus Sc CFA + relevant experience to hit the ground running for this local firm with international clients. Great opportunity!