Momentum Call Centre Vacancies – Investment Portfolio Manager

Job Description:

The purpose of the Investment Portfolio Manager role is to construct investment portfolios based on investment mandate and client requirements, implement suitable investment strategies and thereafter monitor investment performance and review and/or rebalance portfolios based on changes in the client’s investment objectives and/or changes in market conditions

Job Responsibilities:

• Deliver on service level agreements made with internal and external stakeholders and clients
• Make recommendations to improvement client service within area of responsibility
• Monitor, review or resolve potential risk drivers that may lead to increased costs.
• Make recommendations to enhance the investment mandates to increase profitability or cost effectiveness of the investment solution.
• Drive the achievement of growth targets, management of margins and expenses of the investment portfolios.
• Ensure compliance with client mandates
• Provide technical advice and expertise regarding the development of new fund products in order to support sales or marketing initiatives.
• Contribute to the investment and stock selection process
• Identification of gaps in operational or trading practices or interaction/interfaces with global custody activity impacting client relationships
• Participate and contribute to a culture which build rewarding relationships, facilitates feedback, and provides exceptional client service
• Monitor on a regular basis the portfolio’s adherence to mandate and consult with relevant parties on the remedial action to be taken.
• Foster effective working relationships and collaborate within the MMI Group (segments, internal and external stakeholders).

Job Requirements:

• Persuading and influencing
• Attention to the details
• Leading and supervising
• Analysing
• Entrepreneurial and commercial thinking

Qualification & Experience:

• A minimum of 5 years’ experience in fund management, portfolio management, asset management or stockbroking
• Degree in Investments Management, Finance OR BSc in Economics, Mathematics or Completed RE5
• Registered with FSCA
• Must have undergone the required supervision for various COB products
• Must be able to act as a Representative
• CFA/CFP Advantageous
• Minimum of 7+ years relevant experience in either a Brokerage or Wealth/Investment firm

Job Details:

Company: Momentum

Vacancy Type:  Full Time

Job Location: Alberton, Gauteng, SA

Application Deadline: N/A

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