Portfolio Manager Assistant at Investec Asset Management

The role of the PMA will be to provide dedicated support to portfolio managers (PM's) and will encompass a broad range of functions.

• Description of your Skill and Experience
• B Com or related degree. Financial & or Investment qualification/s
• Previous investment administration experience preferable.
• Knowledge of and proficiency in Microsoft Office (PowerPoint and Excel) and other CRM systems.
• Will need to acquire knowledge & learning of the JSE's BDA system and other portfolio management systems.
• Knowledge or learning of platform accounts (for example Investec Asset Management IMS platform) advantageous.
• Knowledge of Bloomberg / I-Net / IRESS advantageous.
• Demonstrable interest and understanding of the financial markets and investments.

The Result 

• Portfolio / Investment Management and Client Relationship Support
•  Understand & service PM's clients' needs, including optimising client base management.
•  Assist PM's with client investment proposals, records of advice, report-backs and documentation.
•  Assist PM's with general client correspondence and record keeping.
•  Assist PM's with client reporting process, including performance calculations.
•  Assist PM's with general marketing and presentations.
•  Assist PM's with trading listed instruments.
•  Meet with clients.
•  Where possible contribute to growing and optimising the PM's client book.

General Administration

•  Manage and streamline all admin processes for PM's.
•  Responsible for client account documentation, opening of and loading of new accounts.
•  Responsible for client payments.
•  Responsible for assisting with corporate actions.
•  Assist PM with trade allocations
•  Manage ad hoc client queries, reporting and administrative matters.
•  Note and record client instructions, e.g. investment restrictions, income requirements etc.