Senior Specialist: Portfolio Analytics at Liberty Group South Africa

Purpose

• To provide specialist advice and support in area of specialisation enabling the effective implementation of portfolio analytics frameworks.

Minimum Experience

• 3 - 5 years experience in a similar environment, of which 1 -2 years at a junior specialist level

Minimum Qualifications

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

Additional Minimum Qualifications
Outputs
Process

• Determine resource allocation priorities and deployment necessary to support the effective integration of processes and development of practice/s.
• Identify, diagnose and recommend improvements and provide specialist advice and support; ensuring that solutions are appropriate and effective.
• Research, analyse and provide recommendations regarding investment attractiveness of bonds, commodities, equity, currency and other investment vehicles.
• Analyse the performance of companies in order to advise fund managers and or clients on potential investments.
• Advise on the alignment and application of area specific practices and integrated processes across functional areas to ensure value chain integrity.
• Provide support and advise related to investment decisions and the buying and selling of shares and other securities on behalf of clients.
• Keep abreast of changes and new legislation and developments within industries that may affect area of specialisation.
• Provide advice and create the required portfolio management distribution tools to effect the various desired portfolio outcomes.
• Develop portfolio analytics to measure whether franchises remain consistent in their application of investment philosophy and style against investment processes.
• Provide advice regarding the various investment activities to ensure optimised portfolio outcomes.
• Provide advice to the business regarding the investment risk assumed across funds, strategies and franchises.
• Accountable for the improvement of quality, service and work outputs, continuously recommending improvements.
• Plan for the organisation of work outputs and process improvement activities in light of a specific situational context related to the area of specialisation.
• Proactively identify area of specialisation related problems, determine cause and effect and recommend the best option to implement corrective action based on previous experience.
• Customer
• Provide specialist expertise and advice to internal/external customers, that builds strong relationships and creates a favourable impression aligned to Treating the Customer Fairly (TCF) principles.

Finance

• Adhere to financial controls, governance and compliance policies and processes throughout an area of specialisation, contributing to cost efficiency.

Learning and Growth

• Contribute positively to human capability improvement, related to knowledge optimisation and associated with area of specialisation.

Governance

• Comply to risk and governance policies, implement and provide subject matter input to the development of related processes, applicable to the area of specialisation.