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Lead Specialist - Portfolio Analytics & Investment Optimisation

Published on 05.03.2021

Company

Website : http://liberty.co.za/pages/default.aspx
Industries :
Banking, insurance, finance
Job ads : See our Job Ads
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 : Lead Specialist - Portfolio Analytics & Investment Optimisation

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.

Purpose

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

Required profile for job ad : Lead Specialist - Portfolio Analytics & Investment Optimisation

Minimum Experience

  • 7 - 8 years of experience in Portfolio Management, Investment Analysis or in an Investment Consulting 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.
  • Minimum Qualifications
  • Bachelor`s Degrees and Advanced Diplomas [NQF Level 07] in Finance Economics and Accounting
  • Additional Minimum Qualifications
  • Bachelor's Degree in Finance / Actuarial Science.
  • Qualified Actuary or CFA Charter Qualification will be an Advantage in this role.
Job criteria for job ad : Lead Specialist - Portfolio Analytics & Investment Optimisation
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 :
Bachelor
Spoken language :
englishfluent
Number of Position(s) : 1

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