Investment Specialist needed at Discovery Limited
Job title : Investment Specialist
Job Location : Gauteng,
Deadline : January 11, 2025
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Key Purpose
- This role will be focused on developing, selling and reporting back on our investments value proposition within the Discovery Retirement Fund. Investments and funds are critical components of a retirement fund – the candidate for the role must become the go-to expert on our funds and their performance, and also drive changes within the offering.
- You’ll report to the deputy head of R&D and will be considered a high calibre, outstanding member of our management team – a confident speaker who can quickly grasp and communicate new concepts and develop new concepts and ideas.
Areas of responsibility may include but not limited to:
- Sales and support
- Presenting at prospective employer clients
- Presenting at product launches and client pitches
- Providing ongoing sales support to the Discovery distribution teams
- Presenting to intermediaries and other investment specialists on technical product information.
- Handling ongoing technical investment queries
- Compiling material (including Discoverers and articles) that can be rolled out through PR campaigns and to intermediaries and liaising with media to manage the rollout.
- Training internal and external staff and brokers on products and technical details
- Reporting back on performance at client manco meetings on product, admin and investments
- Building new sales material including brochures, presentations on short videos
- Market dominance
- Deeply understanding the corporate market and competitors, researching competitor products, and working that knowledge and insight into product development and distribution support materials.
- Developing research material that can be used to position Discovery as a thought leader in the market.
- Developing actuarial white papers to drive thought leadership in the investment space
- Product development & Investments
- Developing new ideas around our retirement fund investment proposition, including new funds from multi manager to passive, and refining our retirement fund value proposition over time.
- Performing technical calculations including IRR runs, data analysis and pricing on our retirement fund
- Working with product development on the broader group risk and healthy company propositions to help position new solutions for clients and tools for intermediaries.
- Building calculators and tools that help advisers and clients understand our purpose and products.
- Designing a framework to measure the effectiveness of different marketing campaigns.
- Relationship building with:
- Discovery sales consultants and intermediaries
- Back-office operations
- Training teams
- Marketing services
- Product development
- Distribution heads
- Discovery management and executives.
Personal Attributes
- Demonstrate keen business acumen.
- Interact positively with difficult people.
- Manage various projects effectively.
- Plan, organize and deliver on individual deliverables.
- Deal with pressure, tight deadlines and setbacks.
- Present and communicate information effectively.
- Understand and work with big data sets in order to achieve desired outcome
- Show initiative and drive projects to completion with guidance.
Education and Experience
- Nearly qualified actuary, CFA, or financial manager
- 1 – 2 years’ investment experience
- Top achiever
- Excellent English and presentation skills
- Excellent Excel skills
How to Apply for this Offer
Interested and Qualified candidates should Click here to Apply Now
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