Portfolio Investment Specialist at FNB South Africa

Job Description

• To design and deliver investment solutions that meets specific client needs.
• To analyse market trends, evaluate asset managers, and develop tailored strategies to optimise portfolio performance.
• To provide expert advisory, solution structuring, and stakeholder engagement to align investments solutions with business objectives.

Hello Future Portfolio Investment Specialist

• Welcome to FNB, the home of the #changeables.
• We design for the shapeshifters and deliver products and services that make us incredibly proud of people that make it happen.
• As part of our team in FNB Wealth and Investments, you will be surrounded by unique talents, diverse minds, and an adaptable environment that lives up to the promise of staying curious.
• Now’s the time to imagine your potential in a team where experts come together and ignite effective change.

Are you someone who can:

• Respond to investment-related client inquiries and create tailored content that meets specific client needs and interests
• Ensure that all client-facing materials align with the organisation’s advisory investment philosophy and objectives, maintaining consistency and clarity
• Develop a comprehensive understanding of the organisation’s investment products and other asset management solutions
• Provide input to ensure content and solutions are efficacious with the Advisory team
• Create narratives using market data, fund performance information, and business strategies
• Stay informed about market trends, economic developments, and new investment strategies to communicate insights effectively
• Update the organisation’s statistical databases and source and verify new statistical data
• Ensure fund classifications within the Advisory Fund Matrix is accurate and aligned

You will be an ideal candidate if you can:

• Assist in the collaboration of thought leadership articles engaging with the wider First Rand group
• Assist in the planning, coordination and delivery of the Institutes events
• Update the institute website with relevant articles and engagement pieces
• Support the deliverables associated with presentations and report backs relating to economics and investment performance
• Work closely with the Operations, Marketing, Compliance, and Legal teams to ensure that all materials, messaging, and processes comply with regulatory standards

You will have access to:

• Opportunities to network and collaborate
• A challenging working environment
• Opportunities to innovate

We can be a match if you have:

• A bachelor’s degree in Finance, Economics, Business, Statistical/ Investment Management or a related field
• BCom Honours degree in a related field is preferable
• A minimum of 5 years of experience in financial services preferably investment management
• Knowledge of asset management products, investment strategies, and capital markets
• Experience working in a collaborative environment with cross-functional teams
• Strong understanding of portfolio management, financial analysis, and performance measurement tools
• Proficient in Microsoft Office Suite (Excel, PowerPoint, Word), CRM tools, and financial databases such as Bloomberg or Morningstar
• Familiarity with regulatory requirements and industry best practices for asset management
• Familiarity of client advisory framework

End Date: July 12, 2025