Investment Manager CA(SA)

The Firm :

 

A position has become available for an Investment Manager at one of the very top performing boutique investment houses in Southern Africa. This Investment Manager is designed for the future with their unique geographic diversity, flexibility and bureaucracy-free work setting, supported by extraordinary processes and systems.  Working independently as part of a small, collaborative team, the successful candidate will gain broad investment exposure, and the experience necessary to evolve beyond the specific role. 

 

The Job :

 

In joining this dynamic investment team you will be involved in managing funds of noteworthy successful and high net worth individuals, small to medium sized retirement funds, trusts, and institutional funds.  As part of a small but highly effective team which is charged with delivering superior investment performance in South African and offshore investments, your role would be wide-ranging.  Key responsibilities would include building relationships with their astute clients and actively participating in all aspects of the investment process, which incorporates making thoughtful portfolio management decisions and finding and evaluating international fund managers. More specifically, you would be expected to :
 

  • Keep up-to-date with the SA and global economy, current financial news, financial markets and more

  • Do extensive research, due diligence and thorough investigation on offshore fund managers

  • Research companies and major investment trends

  • Identify and evaluate investment opportunities for high net worth clients

  • Make informed financial recommendations and decisions

  • Contribute to investment decision making

  • Attend weekly virtual meetings to discuss the offshore strategy and fund manager selection and performance

  • Attend weekly virtual meetings to discuss local holdings

  • Act as representative of the company

  • Pursue new business

  • This role is client-, systems-, regulatory compliance- and risk management focused, whilst being instrumental in the investment decision     making process

 

The Compensation : The salary is market related and the position highly incentivised.

 

Minimum Requirements : The ideal candidate meets the following minimum requirements :

 

  • CA(SA) or Engineering Qualification

  • CFA advantageous

  • Have an entrepreneurial propensity with first-class general business acumen

  • Embrace technology, with an exceptional working ability of Microsoft Excel

  • Be able to work independently, but also able to work effectively in a team environment

  • Exhibit superior oral and written skills, including good presentation skills

  • Good social and interpersonal skills with the ability to interact at an executive management level

  • Be energetic, ambitious and sociable, with an insatiable appetite for improvement

 

Job Type : Permanent

 

Required Experience :  They’re hiring for top talent not just experience so top calibre young CA(SA) graduates welcome.

Please attach CV
Please attach Cover Letter

For more information on this position, please email recruitment@sovereign-partners.co.za or call Lynelle Smith on 083 294 5973

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