Part - time Financial Adviser providing financial advice and support in South Africa. Offering financial solutions based on existing networks and maintaining client relationships.
About the role
- Lead Investment Manager joining Portfolio Implementation team within Retirement Solutions & Asset Management for 6 months covering paternity leave. Opportunity to work in a hybrid model from London office.
Responsibilities
- ensuring that trading activity for shareholder and policyholder assets occurs within applicable targets, limits, constraints and governance
- contributes to the development and maintenance of an effective, efficient and robust control framework to manage trading activity mitigating the risk of operational errors
- interact very closely and coordinate trade activities with a range of stakeholders involved in the portfolio management and implementation process
- develop trade proposals and implementation plans considering operational requirements/limitations and the overall portfolio context
- develop runbooks for trade execution with clear timelines, roles and responsibilities for involved stakeholders
- ensure appropriate checklists are implemented and maintained, capturing relevant governance, ensure investment guideline compliance and any other applicable considerations
- manage approval and instruction of transactions via the appropriate governance forums and individuals with delegated authority
- review and authorise internal Aladdin order activity
- together with Asset Management Middle Office validate trades are correctly executed and captured in data and systems
- maintain and manage databases and monitoring reports for Strategic Asset Allocation and Investment Benchmark processes
- support the regular review of investment guidelines and policies to ensure they are up to date and reflect applicable practice and standards
- manage and maintain investment mandate documents, ensuring parameters are aligned with targets, limits and requirements for underlying portfolios
- provide interpretation guidance to mandate monitoring in codifying investment guidelines and mandate parameters in compliance monitoring systems
- collaborate with internal and external stakeholders regarding portfolio hierarchy, accounts and investment mandates
- act as point of contact for Relationship Management and Internal / External Managers in case of mandate/guideline compliance breaches
- coordinate any resolution of breaches by involving the appropriate AM stakeholders
- contribute to the implementation of an efficient framework for screening eligibility of assets in line with the requirements set out in MA applications
- provide ad-hoc analysis of asset positions held
- provide ad-hoc support for collateral management
- proficiency using Aladdin for portfolio construction / order authorisation
- develop effective relationships and collaborate across a wide range of stakeholders
Requirements
- Practical Investment Experience at an insurance company, bank or asset management.
- proven experience and depth of knowledge in Aladdin portfolio construction
- Knowledge and experience of fixed income asset classes – good understanding of the main features and differences in the main asset classes / investment products
- good understanding of the main steps in the end-to-end process, from trade structuring to execution and the internal and external stakeholders in the process
- experience with investment governance processes and awareness of applicable laws, regulations
- Bachelor’s degree in Finance, Economics, Business, Mathematics or similar
- CFA or similar investment management related qualification is an advantage
Benefits
- pro-rated bonus
- excellent pension scheme
- private medical insurance
- electric vehicle scheme
- 38 days holiday incl. Bank Holidays (pro-rated)
- 12x salary life assurance
- career breaks
- income protection
- 3x volunteering days
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