Investment Specialist at Allan Gray Proprietary Limited

Job description

Description

The candidate will be responsible for developing, supporting and maintaining all of the relationships with the bulk clients that invest in Allan Gray and Orbis funds.
The bulk dealer client group includes: Linked investment platforms (“LISPs”) - including each LISP’s distribution & advisory team/s, as well as the financial advisors that support Management Companies via these LISP Fund of Funds (“FoFs”) and multi-managers (“MMs”) - including any consultants/asset management companies that advise these IFA’s / FoFs / MMs. Other small corporate clients (e.g. Pension funds)
The individual will be required to travel nationally on a regular basis.

Main responsibilities

• Manage and develop relationships with the bulk dealer channel nationally.

With Regards To Both Groups Mentioned Above To

• collate, update & manage a database of these bulk dealer clients;
• develop a servicing strategy for these clients (e.g. bi-annual meetings, presentations, email interaction, roadshow invites etc);
• implement that servicing strategy to promote Management Co, and the Unit Trust products;
• ensure the investment decision maker is kept informed and updated on funds;
• be the “Manco” contact person for any queries, due diligence questionnaires, presentation requests etc arising from these clients;
• ‘manage’ the flows/AUM in accordance with the internal strategy.
• Liaise with the Marketing and Events teams regarding events organised for the bulk dealer channel (e.g. road shows, due diligence visits, other presentations).

Qualifications

• Relevant business degree (CFA/CFP preferable)

Skills/Competencies and experience

• At least 5 years relevant work experience at an asset management or LISP company.
• An in-depth understanding of the CIS and LISP industries.
• An in-depth understanding of the investment market (economies, stocks, asset allocation etc)
• Passionate about investments and the asset management industry;
• Be confident, articulate and energetic;
• Allan Gray brand ambassador;
• Passionate about providing the highest level of service;
• Have excellent interpersonal skills – having a friendly and diplomatic nature, and the maturity to handle high level negotiations;
• Have excellent verbal and written communication skills – in particular be able to present to large audiences on technical investment content;
• Be well-versed in economic and investment markets, and have a sound understanding of asset class fundamentals and the asset management industry;
• Have the highest standards of ethics and integrity, and be able to manage confidential information and sensitive relationships;
• Be a strong self-manager. Be self-motivated and self-disciplined, and have the ability to run this channel independently;
• Have excellent time management and problem solving skills;
• Be accurate and thorough;
• Advanced – MS Excel, Word and PowerPoint.