Senior Asset Manager at Old Mutual South Africa

Role Descriptor

• Submissions for Committees and Forums
• Compile reports, analysis and specific tasks as may be required by the Board, Property and Investment Committee, any Board Sub-Committee, Exco Committee or as directed.
• Adhere to and ensure that direct reports adhere to relevant levels of authority.
• Perform corporate management functions in accordance with policies, procedures and legal requirements.
• Perform corporate management functions within the allocated time frame

Strategic Asset Management Responsibilities

• Developing investment and or economic strategies based on management philosophy and customer objectives. 
• Performs investment research to formulate asset specific strategies
• Performs deal structuring and financial modelling.
• Analyses the market, looks for opportunities and works with external consultants to develop new products and features in existing products to suit specific target markets.
• Responsible for researching, analysing and providing relevant economic and property overviews.
• Makes recommendations regarding investment attractiveness of specific property sectors.
• Assists in making recommendations for the selection of investment decisions to the Investment Committees
• Assist in the development of an industry leading property, data driven information system.
• Monitor, update, maintain and report on property fundamentals, which includes review of annual budgets, net income comparison to budgets, forecasting and modelling.
• Create standardized property research decks for Investment Team and Investment Committee.
• Conduct research on special topics in support Investment Teams strategic initiatives.
• Assist with the development and presentation of the firm’s macroeconomic, capital market and property market information.
• Assist with the preparation of property trends commentaries.
• Develop research tools to assist the Investments Team for potential property investments. The nature of the role is more specialised knowledge work rather than knowledge integration
• Monitor’s developments in security markets. 
• Liaises with tax attorneys or accountants to determine legal consequences of investment decisions.
• Review and analyse annual property valuations and complete internal valuations.
• Regular reports and updates to various committees and boards.

Investment Analysis

• Research, analyses, and provides relevant property benchmarking information.
• Assists with the analysis of investment decisions and motivations for Investment Committee.
• Compilation of Fund investment performance reports for Investment Committee and Board packs/presentations.
• Asset Management Support and Assistance
• Review and analysis of Fund data to facilitate investment decisions
• Assist with the management, review and of approval of quarterly forecasts and annual property budgets.
• Performs deal structuring and financial modelling

Personal Effectiveness

• Accountable for service delivery through own efforts.
• Individually accountable for managing own time, asks and output quality over periods of 1 day to a maximum of three months.
• Makes increased contributions by broadening individual skills.
• Collaborates effectively with others to achieve personal results.
• Accepts and lives the company values.
• Exceptional written and verbal communication skills, including ability to articulate recommendations in a concise and timely manner.
• Strong research and analytical skills including the ability to gather, interpret and effectively communicate macroeconomic, capital market and property market data.
• Critical thinking skills that can convert data into meaningful relationships and information to drive quality decision making.

Basic Job Requirements

• B. Com / MBA / CA
• Min 6 yrs. relevant industry experience required
• Experience with deal structuring and financial modelling is required
• CFA (any level – advantageous)
• Property experience advantageous
• Strong analytical skills and numerical ability
• Computer skills (Advanced Excel and PowerPoint)

Skills

• Action Planning, Analytical Thinking, Budget Management, Client Management, Client Needs Assessments, Computer Literacy, Database Reporting, Data Classification, Data Compilation, Data Controls, Evaluating Information, Information Retrieval, Legal Practices, Numerical Aptitude

Competencies

• Business Insight
• Collaborates
• Customer Focus
• Ensures Accountability
• Financial Acumen
• Instills Trust
• Manages Complexity
• Optimizes Work Processes

Education

• NQF Level 7 - Degree, Advance Diploma or Postgraduate Certificate or equivalent  (Required)

Closing Date

• 17 October 2025