Assistant Portfolio Manager (Private Client Securities)-3 at Old Mutual

Job Description

While this is an entry-level position, it is created with a view of the individual developing into a revenue generating portfolio manager over time and under appropriate supervision. The role requires a working level of knowledge and ability commensurate with the key responsibilities in support of successful private client portfolio practice management. The assistant portfolio manager is a key link between portfolio managers, clients and administrative support functions. As such the role requires an aptitude for effective and efficient client engagement and investment research, reporting and administration. Accuracy, responsiveness and effective communication are thus crucial aspects of success in this role. An entrepreneurial spirit is essential for the successful participation in the revenues generated by the practice over time. This participation is not guaranteed and is at the discretion of the portfolio manager(s) being supported.

What follows is a summary of key aspects of the role.  A detailed description of your Key Result Areas will be contained in the annual Performance Contract that will be developed with you, and in terms of which your performance will be reviewed on an ongoing basis.

• Fulfil administrative tasks as bridge between portfolio manager and client relationship manager (CRM) and other administrative or service personnel as required.

• Serve as back-up to CRM if required.

• Contribute diligently to functions required for effective practice management.

• Maintain information and presentations required for client portfolio reviews and proposal documents.

• Conduct portfolio analysis on existing portfolios and contribute to investment research activities as required.

• Communicate effectively with clients, investment partners and internal staff.

Qualifications

• An accredited investment or financial planning qualification is highly recommended.

• However, all qualifications satisfying the FAIS requirements for representatives under supervision will be considered.

Education

Closing Date

28 May 2021