Talent Pool: Junior Portfolio Manager - Countrywide at Momentum Metropolitan Holdings Limited

Role Purpose    

• The purpose of the Junior Portfolio Manager is to construct investment portfolios based on a pre-defined investment mandate and client requirements within the investment philosophy and strategy in order to achieve Momentum Securities strategic objectives, working under the supervision of a Portfolio Manager.

Requirements    
Qualifications:

• Must be in process of obtaining regulatory qualification either under FAIS or JSE to give advice and exercise discretion.
• Studying towards CFA designation advantageous.
• Honours degree in related field of study.

Experience:

• A minimum of 3-5 years' experience in financial markets.

Duties & Responsibilities    

• Manage investment portfolios
• Contributing to day-to-day operational portfolio management processes and monitoring of existing investments.
• Monitoring on a regular basis the portfolio's adherence to mandate, and consult with relevant parties on the remedial action to be taken.
• Monitoring, reviewing or resolving potential risk drivers that may lead to increased costs.
• Construct and deliver investment proposals to new prospective clients.
• Participate and contribute to client investment reviews.
• Engage with clients to provide market and/or investment insights.
• Provide technical support and makes recommendations
• Providing technical support and expertise regarding the development of new portfolio products in order to support sales or marketing initiatives.
• Making recommendations to enhance the investment mandates to increase profitability or cost effectiveness of the investment solution.
• Making continued contributions to the investment and stock selection process by way of analysis, model enhancements and research contributions.

Competencies    

• Analysing: Analyses numerical data, verbal data and all other sources of information. Breaks information into component parts, patterns and relationships. Probes for further information or greater understanding of a problem. Makes rational judgements from the available information and analysis. Produces workable solutions to a range of problems. Demonstrates an understanding of how one issue may be a part of a much larger system.
• Presenting and Communicating Information: Speaks clearly and fluently. Expresses opinions, information and key points of an argument clearly. Makes presentations and undertakes public speaking with skill and confidence. Responds quickly to the needs of an audience and to their reactions and feedback. Projects credibility.
• Persuading and influencing: Makes a strong personal impression on others. Gains clear agreement and commitment from others by persuading, convincing and negotiating. Promotes ideas on behalf of self or others. Manages conflict. Makes effective use of political processes to influence and persuade others.
• Attention to the details : Provides accurate, consistent numbers on all paperwork - Provides information in a useable form and on a timely basis to others who need to act on it - Maintains a checklist, schedule, calendar, etc. to ensure that small details are not overlooked - Follows policies, procedure, safety and security measures in using various equipment - Work requires little or no checking
• Entrepreneurial and Commercial Thinking: Keeps up to date with competitor information and market trends. Identifies business opportunities for the organization. Demonstrates financial awareness. Controls costs and thinks in terms of profit, loss and added value.
• Problem Solving and decision making: Applying critical-thinking skills to solve problems by generating, evaluating, and implementing solutions