Product Specialist

  • Aquarius Recruitment Specialists
  • Cape Town, Western Cape, South Africa
  • Jul 11, 2018
Permanent Investment

Job Description

Job Purpose
To provide input to the multi manager team across numerous areas including fund research, client servicing and sales support, reporting and oversight of fund management process for the purpose of growing assets under management and achieving the required investment return objectives.

Job Responsibilities
• Conduct thorough investment research by using quantitative and qualitative methods
• Be knowledgeable in the digital space and have ability to assist with the development of the company’s digital capability and offerings
• Grow assets under management through appropriate achieving business objectives
• Oversee fund fact sheet outputs
• Ensure that the funds offered to clients are appropriate through understanding of markets requirements
• Be a confident presenter and have the skill and ability to convey thoughts and positions in an easy and understandable manner
• Communicate fund performance and positioning to sales and distribution team
• Manage relationships with potential and existing Asset Managers with whom we invest
• Attend monthly investment management meetings for fund review and oversight
• Ensure timely production of reporting material by gathering and presenting relevant information. This will include the ability to automate as much of the processes as possible
• Adhere to the Chartered Financial Analyst (CFA) Code of Conduct for investing
• Day to day management of funds by implementing relevant processes
• Develop improved digital offerings to clients - via mobile app, websites, technology in general as well as automation of processes
• Support the achievement of the business strategy, objectives and values by ensuring delivered systems, process, services and solutions are aligned
• Identify training courses and career progression for self through input and feedback from management
• Ensure all personal development plan activities are completed within specified timeframe
• Share knowledge and industry trends with team and stakeholders during formal and informal interaction
• Obtain buy-in for developing new and/or enhanced processes (e.g. operational processes) that will improve the functioning of stakeholders' businesses by highlighting benefits in support of the implementation of recommendations
• Contribute to a culture conducive to the achievement of transformation goals by participating in company Culture building initiatives
• Seek opportunities to improve business processes and systems by identifying and recommending effective ways to operate and adding value to the company

Essential Qualifications - NQF Level
• Matric / Grade 12 / National Senior Certificate
• Advanced Diplomas/National 1st Degrees

Preferred Qualification
• Chartered Financial Analyst (CFA) and post graduate degree in Finance and Economics

Type of Exposure
• Working with a group and individually to identify alternative solutions to a problem
• Analysing situations or data that require an in depth evaluation of multiple factors
• Interacting with diverse people
• Developing ways to minimise risks
• Building and maintaining effective relationships externally and internally
• Drafting reports
• Analysing and interpreting qualitative and quantitative data
• Managing conflict situations
• Interacting with various levels of management
• Influencing stakeholders to obtain buy-in for concepts and ideas
• Answering customer questions
• Sharing information in different ways to increase stakeholders understanding
• Communicating complex information orally
• Brainstorming ways of improving a product or situation
• Communicating complex written information
• Challenging the status quo with a view to improving the environment or people's understanding
• Identifying trends
• Checking accuracy of reports and rec
• Communicating standards to others
• Coordinating and securing buy-in from stakeholders
• Comparing two or more sets of information
• Preparing and delivering a presentation
• Conducting a needs analysis
• Conducting gap analysis
• Providing professional advice/opinion
• Writing business proposals

Minimum Experience Level
• 2-4 years experience in similar or related role

Technical / Professional Knowledge
• Banking knowledge
• Banking procedures
• Business principles
• Business terms and definitions
• Business writing
• Communication Strategies
• Data analysis
• Governance, Risk and Controls
• Industry trends
• Microsoft Office
• Principles of financial management
• Principles of project management
• Relevant regulatory knowledge
• Relevant software and systems knowledge
• Research methodology
• Decision-making process
• Cluster Specific Operational Knowledge
• Business Acumen
• party systems proficiency (e.g. MorningStar/ INet)

Behavioural Competencies
• Applied Learning
• Communication
• Customer Focus
• Decision Making
• Managing Work
• Technical/Professional Knowledge and Skills

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Salary Range