Investment Servicing Specialist (BN001) at Discovery Limited

Key Purpose of the role 

• This role will focus on supporting the investment proposition within the Discovery Retirement Fund through reporting, servicing and operational excellence. The candidate will play a key role in ensuring accurate investment reporting, smooth servicing of clients and advisers and consistent delivery of our investment materials. The role is ideal for someone with an early investment experience who is looking to grow their client-facing and technical experience. The individual will report into the Investment Specialist and be an important contributor to the team’s ability to deliver best-in-class investment servicing.

Areas of responsibility may include but not limited to
Client and Adviser Servicing

• Coordinate and deliver investment-related sessions with clients, advisers and members
• Prepare and maintain investment feedback reports, performance attribution analysis and commentary
• Assist with responses to industry surveys and due diligence requests
• Support sales team with investment pricing and positioning, particularly for schemes
• Provide internal training to consultants and staff on investment basics and reporting

Stakeholder relationship management

• Build and manage relationships with internal and external stakeholders, including sales consultants, distribution teams, advisers and clients, to support business goals
• Collaborate with product, operations, marketing and communications teams to align stakeholder needs with product delivery and messaging
• Engage clients, Mancos and trustees to address concerns, manage expectations and maintain trust through clear and responsive communication

Data and Reporting

• Develop and maintain a centralised data repository of large funds on our platform and competitor intelligence
• Produce and distribute monthly performance reports across all investment portfolios to key stakeholders
• Oversee factsheet delivery, ensuring accuracy, timeline and data integrity
• Maintain and enhance core documentation including the Fund Intelligence Report and Discovery Investment Guide

Governance and Operations

• Manage RSC and EAC disclosures, updates and governance requirements
• Ensure TIC/TER calculations are accurate and maintained
• Handle ad hoc data requests and technical investment queries

Personal Attributes and Skills     
The successful candidate must demonstrate the following competencies:

• Demonstrates initiative and a proactive approach, with exceptional attention to detail and the ability to manage multiple tasks simultaneously excellent written and verbal communication skills
• Business Writing Skills
• Time-Management and Organizational Skills
• Collaborative team player, willing to support colleagues and contribute to a positive office environment.
• Committed to delivering outstanding customer service and ensuring client satisfaction.
• Building and maintaining professional relationships

Education and Experience

• At least 1 – 3 years’ experience in an investment, asset management or employee benefits environment
• Bcom degree 
• Advance Excel skills (pivot tables, lookups, formula building)
• Familiarity with investment products, retirement funds or reporting processes (Advanced)
• Strong analytical and numerical ability (Advanced)
• Comfortable working with data sets and investment performance metrics (Advanced)