Investment Specialist at Discovery Limited

Key Purpose

• This role will be focused on developing, selling and reporting back on our investments value proposition within the Discovery Retirement Fund. Investments and funds are critical components of a retirement fund – the candidate for the role must become the go-to expert on our funds and their performance, and also drive changes within the offering.
• You’ll report to the deputy head of R&D and will be considered a high calibre, outstanding member of our management team – a confident speaker who can quickly grasp and communicate new concepts and develop new concepts and ideas.

Areas of responsibility may include but not limited to:

• Sales and support
• Presenting at prospective employer clients
• Presenting at product launches and client pitches
• Providing ongoing sales support to the Discovery distribution teams
• Presenting to intermediaries and other investment specialists on technical product information.
• Handling ongoing technical investment queries
• Compiling material (including Discoverers and articles) that can be rolled out through PR campaigns and to intermediaries and liaising with media to manage the rollout.
• Training internal and external staff and brokers on products and technical details
• Reporting back on performance at client manco meetings on product, admin and investments
• Building new sales material including brochures, presentations on short videos
• Market dominance
• Deeply understanding the corporate market and competitors, researching competitor products, and working that knowledge and insight into product development and distribution support materials.
• Developing research material that can be used to position Discovery as a thought leader in the market.
• Developing actuarial white papers to drive thought leadership in the investment space
• Product development & Investments
• Developing new ideas around our retirement fund investment proposition, including new funds from multi manager to passive, and refining our retirement fund value proposition over time.
• Performing technical calculations including IRR runs, data analysis and pricing on our retirement fund
• Working with product development on the broader group risk and healthy company propositions to help position new solutions for clients and tools for intermediaries.
• Building calculators and tools that help advisers and clients understand our purpose and products.
• Designing a framework to measure the effectiveness of different marketing campaigns.
• Relationship building with:
• Discovery sales consultants and intermediaries
• Back-office operations
• Training teams
• Marketing services
• Product development
• Distribution heads
• Discovery management and executives.

Personal Attributes

• Demonstrate keen business acumen.
• Interact positively with difficult people.
• Manage various projects effectively.
• Plan, organize and deliver on individual deliverables.
• Deal with pressure, tight deadlines and setbacks.
• Present and communicate information effectively.
• Understand and work with big data sets in order to achieve desired outcome
• Show initiative and drive projects to completion with guidance.

Education and Experience

• Nearly qualified actuary, CFA, or financial manager
• 1 - 2 years’ investment experience
• Top achiever
• Excellent English and presentation skills
• Excellent Excel skills