Senior Specialist: Research Management at Liberty Group South Africa

Purpose

• To provide extensive research and analysis to business development managers, portfolio managers and clients on external asset managers, by conducting in-depth investment due diligent reviews as well as desktop reviews.

Minimum Experience

• 3 - 5 years experience in a similar environment, of which 1 -2 years at a junior specialist level

Minimum Qualifications

• Bachelor`s Degrees and Advanced Diplomas [NQF Level 07] in Generic Management

Additional Minimum Qualifications

Outputs

Key Responsibilities

• Conduct manager related research topics, to be presented to the wider investment team.
• Follow manager portfolio positioning through manager report backs with the portfolio management team.
• Accountable for the improvement of quality, service and work outputs, continuously recommending improvements.
• Plan for the organisation of work outputs and process improvement activities in light of a specific situational context related to the area of specialisation.
• Proactively identify area of specialisation related problems, determine cause and effect and recommend the best option to implement corrective action based on previous experience.
• Setting up and running due diligence meetings for all managers and capabilities within the coverage universe.
• Producing in-depth manager research notes, combining both quantitative and qualitative research to form an informed view around the manager and capability, in a timely manner.
• Communicating findings of the analysis to the Investment team in a structured manner.
• Taking responsibility for maintaining manager research related communication for the benefit of business development.
• Frequent interaction with portfolio managers and the wider investment team.
• Take ownership of ad hoc responsibilities to refine and improve the manager research process.
• Convey key takeaways from manager conferences to the Multi-Manager team.