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Chief Spec - Portfolio Management

Published on 20.11.2020


Website :
Industries :
Banking, insurance, finance
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Liberty Group Limited is an Authorised Financial Service Provider in terms of the FAIS Act (Licence no 2409) – Terms and Conditions Apply. ... read more

Job Ad & Profile Description

Position : Chief Spec - Portfolio Management

At Liberty, we employ more than 6 000 people across 7 businesses in 18 African countries. Every day, our employees grow their knowledge by working with diverse groups of people who specialise in a wide range of skills across insurance, asset management, investment and health products. We continually seek to engage, develop, recognise and reward the people who make our business great.


Responsible for the portfolio analytics capability for the Retail Investments Business Unit, and for the oversight of investment mandates to ensure portfolios are delivered to their mandated outcomes.  Keeps abreast of latest developments and trends in the market place.



  • Determine resource allocation priorities and deployment necessary to support the effective integration of processes and development of practice/s.
  • Research, analyse and provide recommendations regarding investment attractiveness of bonds, commodities, equity, currency and other investment vehicles.
  • Advise on and ensure the development and implementation of area specific methodologies and frameworks; ensuring appropriate implementation and use.
  • Advise on the alignment and application of area specific practices and integrated processes across functional areas to ensure value chain integrity.
  • Keep abreast of changes and new legislation and developments within industries that may affect area of specialisation.
  • Plan for value-added practice improvements, initiatives and services to optimize the characteristics of the portfolios assigned to the role.
  • Collaborates with the Portfolio Managers, guiding the various investment activities (within each speciality of the overall portfolio management effort) to optimized portfolio outcomes.
  • Jointly with Portfolio Managers, hedges certain risks that have become untenable in portfolios through the use of risk distribution or other structuring tools as may be appropriate.
  • Responsible for the implementation of the identified strategy.
  • Accountable for advising on and contribute to the formulation of functional operating models related to an area of specialisation, ensuring functional value-chain integration.
  • Proactively identify cross-functional problems, determine the impact, patterns and trends to identify optimal alternatives and optimal solutions, anticipating future challenges.
  • Plan for effective area of specialisation implementation across the value-chain in alignment with strategic objectives and priorities and specify the required measurements to monitor performance effectiveness.


  • Promote a customer-centric view of the organisation and promote the organisation with other thought leaders and stakeholders, related to area of specialisation.


  • Direct budgeting for efficient and effective operations by translating strategic objectives into goals with specific output and targets associated with the area of specialisation.

Learning and Growth

  • Contribute to the effective implementation of fit-for-purpose human capability across disciplines in support of effective people management strategies related to the area of specialisation.


  • Translate the organisational risk and governance management model into a compliance framework and policies that apply to an area of specialisation across value chains, enabling the management of critical risks.
Required profile for job ad : Chief Spec - Portfolio Management

Minimum Qualifications

  • Bachelors Degree in Finance / Actuarial Science.
  • Qualified Actuary or CFA Charter Qualification will be an Advantage in this role.

Minimum Experience

  • Minimum of 7-8 years of experience in Portfolio Management, Investment Analysis or in an Investment Consulting Role.

Critical Job

The following aspects are critical to this role:

  • Oversight of the Investment Management Process to meet specified investment goals;
  • Proven experience in Portfolio Construction;
  • Proven experience in stakeholder engagement and relationship management with Investment Managers;
  • Experience in developing Investment Strategies to meet Customer needs;
  • Proven experience in managing and leading a team.


Technical Competencies

  • Portfolio thinking (Advanced)
  • Investment Research (Advanced)
  • Reporting and Interpretation (Advanced)
  • Capital Management (Advanced)

Behavioural Competencies

  • Persuading and Influencing (Advanced)
  • Professional/Technical learning (Advanced)
  • People Management and Empowerment (Advanced)
  • Interpersonal Effectiveness (Advanced)
  • Problem Solving and Analysis (Advanced)
  • Teamwork and Cooperation (Advanced)
  • Communicating with Impact (Advanced)
  • Relationship Management and Networking (Advanced)
  • Customer Orientation (Advanced)
Job criteria for job ad : Chief Spec - Portfolio Management
Job category :
Accounting, controlling, finance
Industries :
Banking, insurance, finance
Employment type :
Permanent contract
Region :
Eastern Cape - Free State - Gauteng - KwaZulu-Natal - Limpopo - Mpumalanga - North West - Northern Cape - Western Cape
Experience level :
5 to 10 years
Educational level :
Spoken language :
Number of Position(s) : 1

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