Purpose

To provide specialist advise and support related to portfolio analysis or services, in order to achieve defined sales targets and to meet client needs, through the execution of predefined objectives as per agreed standard operating procedures (SOPs).

Minimum Experience

• 2 – 3 years experience in a similar environment

Minimum Qualifications

• Bachelor`s Degrees and Advanced Diplomas [NQF Level 07] in Finance Economics and Accounting

Additional Minimum Qualifications

Outputs

Process

• Update database/s with findings and other relevant information to enhance identification of trends and analysis.
• Apply relevant research methodologies, tools and techniques to effectively and purposefully gather information.
• Understand and apply existing best practice frameworks to assist in the implementation of identified subject matter processes and standards.
• Provide specialist advice and support in area of accountability to ensure that identified solutions and recommendations are appropriate and effective.
• Conduct research and develop an up-to-date knowledge base related to the South African economy and financial markets.
• Conduct research and investigation activities to inform recommendations related to the selection of investment decisions.
• Support the portfolio management process, including monitoring duration, cash, sector targets, security level targets and foreign exchange hedges.
• Contribute to the investment reporting and analytics process for investment teams and support the marketing and client service teams with data requests.
• Accountable for the execution of specialised work including the improvement of quality, standards and outputs within defined work routines and operating procedures.
• Proactively solves problems, determines root-cause and applies solutions in line with guidelines and providing the necessary information to solve problems related to area of specialisation.
• Plan for own task execution and advises on improvements related to area of specialisation.

Customer

• Ensure own understanding and adherence to customer service delivery and Treating the Customer Fairly (TCF) principles to provide specialist support and guidance.

Finance

• Adhere to specified standards, policies and procedures to prevent potential losses/wastage related to the area of specialisation.

Learning and Growth

• Interact proactively with others for the purpose of continuous knowledge sharing; and integration of own new knowledge.
• Contribute positively to own area-specific knowledge improvement associated with area of specialisation.

Governance

• Comply to set governance and compliance procedures and processes related to an area of work and continuously identify, rectify and escalate risks where necessary.

Competencies

Liberty Values

 

Technical Competencies

• Data Analysis (Basic)

• Portfolio thinking (Intermediate)
• Investment Research (Intermediate)
• Research and Information Gathering (Basic)
• Economic Methods and Theories (Basic)

Behavioural Competencies

• Persuading and Influencing (Basic)
• Professional/Technical learning (Basic)
• Interpersonal Effectiveness (Basic)
• Problem Solving and Analysis (Basic)
• Teamwork and Cooperation (Basic)
• Relationship Management and Networking (Intermediate)
• Customer Orientation (Basic)