Senior Investment Professional at Liberty Group South Africa

Purpose

• To develop tactical investment infrastructure strategy and delivery plans, formulate associated practice and to ensure operational implementation and adaption across a single practice i.t.o. investment methodology, governance and delivery objectives

Minimum Experience

• 5 - 8 years experience in a similar environment, of which 2 - 3 years at management level

Minimum Qualifications

• Bachelor`s Degrees and Advanced Diplomas [NQF Level 07] in Finance Economics and Accounting

Additional Minimum Qualifications

Outputs

Process

• Collect and collate information into a usable format in order to provide information related to the development of investment ideas.
• Communicate a meaningful tactical context that guides and directs best practice integration and process alignment with service delivery objectives.
• Keep abreast of new legislation, tax regimes, government policies and changes within industries that may affect investment earnings.
• Advise on investment options, e.g. investment of money in government stock, mortgage bonds, ordinary and preference shares, property and other securities.
• Coordinate, source and provide advise on investment decisions and the buying and selling of shares and other securities on behalf of clients.
• Complete complex financial analyses on client portfolios, companies, industries.
• Create client reports, analyze performance and produce risk metrics.
• Analyze and conduct due diligence on investment opportunities for a dedicated infrastructure fund.
• Coordinate with external advisors and external counsel to perform due diligence and review deal terms,
• Accountable for strategy implementation through the integration and optimisation of operational activities to practices and systems across an internal value chain.
• Proactively identify interconnected tactical problems, determine the impact, patterns and trends to identify alternatives and best practice solutions, anticipating future challenges.
• Plan for delivering work outputs , manages independent practices, processes or systems and addresses and balances the demands of different priorities to optimise efficiency.

Customer

• Build and maintain stakeholder relationships for the purposes of expectation management, knowledge sharing and integration.
• Build strong customer-centric relationships and develop service level agreements that promote the organisation with stakeholders aligned to Treating the Customer Fairly (TCF) principles.

Finance

• Compile an operational or business area budget aligned with the delivery plans, and ensure the implementation and monitoring of financial controls, management of costs and corporate governance to optimise cost savings and/or profit margins.

Learning and Growth

• Balance, optimise and manage human resources across disciplines through executed human capability plans.

Governance

• Implement the governance management model, framework and policy in own practice and/or tactical area to identify and manage governance and risk exposure liability pro-actively.