Product Specialist - Newlands Cape Town at PPS

Job Advert Summary    

• The role is a product specialist role and will entail supporting the product development team with developing new products, funds and investment strategies for a linked investment platform and multi-management business. A successful candidate will play an end-to-end role in developing product solutions ideas, conducted research and analysis, determining viability, and drafting of business cases to obtain approval, support and drive implementation of approved products and product content. 

Minimum Requirements    
Ideal experience:

• At least 5 years of work experience in the Investment Industry and Product Development role.
• Demonstrable track record of involvement in developing or implementing new investment product ideas in the retail market.
• In-depth understanding of financial services with demonstrable insights into the investment needs or individuals.
• A good understanding of the Investment industry tax and regulatory framework.
• Sound analytical skills and proficient with analysis of large data sets using Excel and Power BI.

Ideal qualifications:

• A Bachelor’s degree with a focus on Investments /Economics/Actuarial Science with demonstrated academic excellence.
• A strong analytical degree with or studying towards a post graduate investments qualification (E.g., CFA).

Competencies & ideal personality attributes:

• Analytical and enjoy problem solving.
• Investigative nature to unpack complicated problems.
• Proactive and able to use initiative.
• Clear thinker.
• Self-starter with ability to multi-task.
• Highly organised and efficient.
• Evidence of being able to work collaboratively.

Systems knowledge:

• Highly proficient in MS Excel, Power BI and skills in programming would be advantages.

Duties and Responsibilities    

• Development of new solutions, or changes to existing strategies, in conjunction with investment team and business development teams.
• Developing of integrated product solutions across platform and asset management business.
• Product design and modelling/testing of new and existing solutions.
• Conduct analysis on strategic asset allocation outcomes for differing investment mandate and benchmarks to identify new mandate opportunities or amendments to existing solutions.
• Analysis of various data sources to identify client and adviser behavior patterns that inform product design.
• Draft and present business case proposals through relevant Committees for approvals.
• Run as project lead to implement new products and services within business.
• Sign-off on product related content and support to business on product related items.