Head: Asset Management Enablement at PPS

Job Advert Summary    

As custodian of the operational asset management capability, the successful candidate will execute on investment strategies driving key strategic objectives and achieve excellence with streamlining our operational processes across the entire investment life cycle.

The individual will also be responsible for overall asset management client servicing applying a good understanding of the investment markets, data analytics, PPS Multi-Manager portfolios and end-to-end processes impacting both retail and institutional clients that we service. 

Minimum Requirements    

Ideal experience:

• Minimum of 10 years of experience in investment and asset management operations.
• Proven leadership experience, with the ability to manage and develop a team.
• Proven experience in data analysis and system integration.
• Strong process orientation, use of systems for automation and managing process automation.
• Program management or product manager experience as it pertains to the Scaled Agile Framework applied for project implementation.
• Your skills and experience with leading and motivating an operational team, as well as proactively engaging with internal stakeholders will be critical.

Ideal qualifications:

• Degree in commerce or related field essential.
• IT or Business Analysis qualification desired.
• MBA or studying towards an MBA or similar qualification would be beneficial.

Systems knowledge:

• Advanced Microsoft Excel skills
• Working knowledge of portfolio management systems (Invest One, Multifonds), kdata warehouse systems (e.g. Infostore), Performance & Attribution systems

Key success measurements:

• Completion of projects within planned timelines and budget
• High performing teams over which you have oversight
• Continuous process improvement 

Duties and Responsibilities    

• Manage operational capability to execute and report timeously and accurately on asset management investment instructions both on and off the PPS Investments platform.
• Enable reporting capability which actively enables investment strategies and client engagement.
• Develop, document, and implement operational policies and procedures to enhance efficiency and minimise operational and strategic risks.
• Lead a team of professionals with mentoring; and fostering a culture of accountability and continuous improvement with deliberate development plans.
• Work closely with executives and senior management to provide strategic insights and recommendations for process enhancements.
• Manage technology and systems used in the Asset Management Operations, Performance and Reporting, and Investment teams to ensure they are up-to-date and aligned with industry best practice.
• Manage the Asset Management Operations function including Implementation, Institutional Client Support, Fund Administration (outsourced), Performance and Attribution, Data Analysis and Reporting departments.
• Bridge the gap between Business and IT ensuring that projects are completed timeously and within budget.
• Serve as Product Manager for Asset Management in PPS Investments within the Scaled Agile Framework where you will present the vision, roadmap, and high priority features during planning intervals.
• Preparation, review and dissemination or submission of monthly and quarterly client, regulatory and operational reports.
• Effective collaboration with business stakeholders to accelerate the implementation of project initiatives and ensure successful outcomes.
• Assume ownership of data warehouse to ensure efficiency of data feeds and engage with stakeholders to ensure integrity of investment database.