JOB PURPOSE

• To undertake both financial & non-financial research and report on prospective investment and existing issuers and counter parties by studying how an investment is likely to perform and how sustainable it is.
• Responsible for sourcing and dealing of all investment transactions.
• To participate in the organization’s sound portfolio-management strategy by providing the necessary data for decision-making process and client fulfillment

KEY RESPONSIBILITES

Financial accountability

• Type of accountability: Contributes to budget management

Internal relationships SBK Investment Team.

• Job: Communicates investment ideas. Builds relationships with key individuals in internal distribution channels
• Nature of relationship: Contribute to their service delivery
• Sphere of influence: Impact the whole business unit
• Description or examples: Communicates investment ideas. Builds relationships with key individuals in internal distribution channels

Internal relationships Business area: Investment Committee

• Job: Contribute to debates in the committee regarding inclusion, removal or weights on holdings in our model portfolios
• Nature of relationship: Contribute to their service delivery
• Sphere of influence: Impact the whole functional area
• Description or examples: Contribute to debates in the committee regarding inclusion, removal, or weights on holdings in our model portfolios

Nature of relationship: Manage the relationship

• External relationships Role type of external contact: Vendors
• Description or examples: Build relationships with key individuals in external distribution channels. Make periodic presentations, meetings with external parties to facilitate feedback on performance or marketing of our offering
• Nature of relationship: Manage the relationship

Outputs

• Client/Portfolio management
• Conducting due diligence on existing and potential investee companies, issuers and counterparties by researching relevant data.
• Analyst to support lead-manager in the portfolio management of assigned clients
• Analyst to support the PM in ensuring the decisions of the Investment Committee are implemented into portfolios.

Risk, Regulatory, Prudential and Compliance

• Manage client portfolios actively and must be aligned to the SBG Securities model house view portfolio. Where there are exceptions, these must be saved on file with a clear instruction from the client.
• Complete the compliance mandate monitoring exercise of client portfolios under your management, and account where there are deviations from mandate and model portfolio.
• Comply with legislation and Group regulation, where you will be required to monitor activity across client portfolios, from an AML / FIC perspective. You will be accountable to report/escalate breaches through the various internal governing structures within SBG Securities and the Group
• Assume responsibility for all trading and activities across your client portfolios, reporting into the applicable governing structures within SBG Securities

Financial Management

• Supports the portfolio managers for new client acquisition and organic client revenue growth - targets set at the beginning of the financial year
• Assists provide thought-leadership, innovation and strategic ability for better ways of working, and servicing various distribution channels within the Group, with strong multi-disciplinary expertise
• Interacts effectively with senior management internally and externally and able to facilitate growth of our business.

Relationship Management

• Client portfolio performance (ROI) and reporting
• Client service, maintenance, and retention
• Presenting and reporting back to existing clients – responsible for the quality and integrity thereof
• Writing of investment proposals and pitching for new business to potential clients as well as external business introducers to grow AUM and generate increased Group’s revenue
• Writing of investment performance calculations and various other adhoc projects related to asset management
• Aggressively drive revenue growth and new business generation through internal distribution channels (i.e. Client Solutions and CHNW), and through own networks.
• Building relationships and working closely with the CHNW relationship managers and Client Solutions Investment Team.

Research & Insights

• Participate actively in decision making and shaping the house view for key investment positions
• Conduct targeted investigations and analysis where required to improve investment decision making
• Develop client and product insight, including working with distribution counterparts on the execution of recommendations and demonstration of business impact
• Provide specialist input through the investigation of opportunities and assessment of risks relating to our investment portfolio
• The Analyst is required to understand key financial and economic variables and trends (global investment environment, such as exchange rates, economic growth rates, inflation, political risk etc) to ensure optimal investment decisions to suit client portfolio requirements. All investment decisions are discretionary

Research & Insights

• Participate and contribute to Investment Committee debate and discussions both domestically and internationally
• Provide input and participate in detailed sector and company research and analysis to enable investment decisions for client portfolios, both domestic and global
• Have knowledge and understanding of the offshore assets

QUALIFICATIONS

First Degree

• Field of study: Finance and Accounting

Masters Degree :

• Field of study: Finance and Accounting

Other preferred qualifications, certifications or professional memberships
Relevant tertiary business qualification, e.g. CFA. Completion or a similar equivalent such as CPA

Experience

Experience required 1 Job Function: Wealth Management

• Job Family: Portfolio Management
• Years: 3-4 years