R HIGHLY NEGOTIABLE PLUS ANNUAL PERFORMANCE BONUS
Our client is an investment manager with more than R200 billion in assets under management. They offer clients a solution-driven approach designed, implemented and managed by a team of experienced investment professionals with a diverse skill set. They have a long-standing tradition of blending both fundamental and rules-based techniques across all asset classes, with a specialist ability in fixed income strategies.
They now seek a cash portfolio manager to join their team. You will report to the chief investment officer.
JOB DESCRIPTION WILL INCLUDE BUT NOT BE LIMITED TO:
- You will be required to play a crucial role in enhancing the efficiency and scalability of the investment strategies;
- You will be responsible for leveraging their expertise in systems, data integration and data science to identify, design and implement solutions that automate key processes within the portfolio management lifecycle;
- Daily portfolio management:
- You will be required to oversee the day-to-day management of complex investment portfolios, including monitoring performance, rebalancing and implementing adjustments as necessary to adhere to investment guidelines and objectives;
- Fixed income & credit:
- You will be required to manage portfolios across the full duration spectrum, including the active management of credit spreads and yield curve positioning;
- LDI strategy:
- You will be required to design and manage liability-driven investment strategies, utilizing interest rate and inflation swaps to match specific liability profiles.
- Strategy implementation:
- You will be required to Develop and execute strategies for tracking and replicating market indices or bespoke benchmarks, ensuring portfolios maintain alignment with performance objectives;
- Automation & coding:
- You will be required to lead the automation and streamlining of all investment processes using Python;
- Systems governance:
- You will be required to manage all research and production code using GitHub to ensure transparency and collaborative integrity;
- Risk management:
- You will be required to identify and manage potential risks associated with portfolios, including market, liquidity, corporate events and tracking error risks;
- Performance analysis:
- You will be required to regularly analyse portfolio performance against benchmarks, assess tracking error, and report on performance metrics to senior management and clients.
- Market insights:
- You will be required to supply marketing with investment views for report backs, monthly notes and presentations (e.g., investment outlook and changes to portfolio positioning);
- Strategic input:
- You will be required to assist investment heads with strategic and tactical asset allocation decisions, portfolio construction and risk management where required;
- Stakeholder engagement:
- You will be required to present on portfolios and technical strategies to both internal and external audiences;
- Training and compliance:
- You will be required to ensure relevant training requirements specific to regulatory and development matters are adhered to annually;
- You will be required to make sure CPD programme plan is drafted, signed-off and adhered to annually;
- You will be required to apply fair, transparent, and TCF-aligned decision-making in all matters affecting shareholders and clients;
- You will be required to be a self-starter possessing a deep understanding of fixed income across the duration spectrum and credit markets, coupled with a passion for utilizing technology to drive operational efficiencies and improve data-driven decision-making. A critical component of this role is the ability and desire to lead liability-driven investment (LDI) strategies and the use of Python and GitHub for robust strategy automation.
CORE COMPETENCIES REQUIRED, BUT NOT LIMITED TO:
- You have sound analytical and quantitative skills coupled with the ability to build financial models;
- You have a strong understanding of credit risk principles and practices;
- You have a keen eye for detail and accuracy;
- You have proven ability to manage multiple credit portfolios simultaneously;
- You have solid understanding of economic trends and financial markets;
- You have experience with regulatory compliance requirements in credit risk;
- You have excellent presentation and communication (verbal and written) skills in English;
- You have the ability to present complex information in a clear and concise manner;
- You have proven experience in developing and implementing credit risk strategies.;
- You have strong collaboration and teamwork skills;
- You have the ability to work effectively with cross-functional teams;
- You have a high level of integrity and professional ethics;
- You have honed problem-solving skills and ability to think strategically;
- You have the ability to work under pressure and meet tight deadlines;
- You have experience with database management and reporting;
- You have a strong understanding of financial statements, ratios, leveraged finance, corporate strategy and general fundamental business analysis;
- You have a detailed understanding of credit ratings methodologies;
- You have the ability to synthesize large and complex data sets in succinct and easy to understand presentations;
- You have the ability to present succinctly to internal and external groups;
- You have strong interpersonal skills and a team player;
- You are a self-starter and have a proactive “can do” attitude and an ownership mentality;
- You are strong, independent and objective thinker;
- You have the ability to work under pressure and with tight deadlines;
- You are willing to travel..
CORE QUALIFICATIONS AND EXPERIENCE:
- You are a CFA Charterholer – this is mandatory;
- You have a minimum of 8 years’ current, relevant investment experience within financial services, with a significant background in fixed income and credit;
- You have advanced Python skills are required for model building, running simulations and strategy automation;
- You have high-level proficiency in derivatives and the use of GitHub for version control;
- You have strong MS Excel and database skills;
- You are a self-starter with a high degree of general market awareness;
- You have the ability to work in a team with a profound passion for investments;
- You have experience with credit risk modelling and analysis tools;
- You are proficient in using financial analysis software and MS Office Suite, especially Excel.
Proficient in using financial analysis software and MS Office Suite, especially Excel.
You will be happy smiling and busy in this space and enjoy a positive work space with excellent financial rewards on performance.