Job Opportunities at Momentum

Role Purpose    

• Verify, analyse and provide insight regarding investment performance and risk in order to support business decision making.

Requirements    

• Degree in Investments Management, Economics, Finance, Mathematics or Statistics
• A plus if studying towards or have passed Certificate in Investment Performance Measurement (CIPM). Chartered Financial Analyst (CFA) or Financial Risk Management (FRM) exams.
• 3 years investment analysis experience
• Understanding of investment performance calculation principles
• Exposure to analysing and interpreting performance results to find/propose solutions to findings
• Investment Performance Attribution Analysis (Balanced, Equity and Fixed Income)
• Asset Allocation
• Stress Testing/ Scenario Analysis beneficial
• Business Intelligence charting of quantitative analytics beneficial
• Financial Commentary
• Analytical, risk management as well as problem solving skills

Duties & Responsibilities    
Job summary

• Perform detailed analytical and statistical review of the key return and risk drivers (both ex-post and ex-ante) of portfolios/benchmarks at the portfolio level, asset class level, manager level and instrument level.

Key Deliverables

(Internal Process)

• Verify and analyse the accuracy of investment performance data and resolve any variances.
• Quality assure data to ensure that no transactions are missing or are incorrectly accounted for and resolve discrepancies.
• Analyse and report the performance of investment portfolios to various stakeholders.
• Analyse investment attribution, identify trends and provide insights and recommendations to various portfolio managers and stakeholders
• Gather and interpret relevant data to resolve stakeholder queries.
• Deliver accurate and meaningful performance reports, insights and commentary within agreed timeframes.
• Generation of reports which maximises the efficiency and usefulness of the report formats or measures.
• Provide stakeholders with investment performance analysis and insights regarding factors behind performance return and comparisons against peers or benchmark.
• Analyse and investigate portfolio risk attribution based on risk appetite and mandate, ensuring that any potential breaches are raised with the relevant stakeholders
• Data automation and streamlining of processes to ensure timely delivery of reports
• Attend and convene meetings where necessary to optimise delivery of responsibilities
• Preparation of Asset Allocation file which is used for the purposes of cash flow rebalancing by portfolio managers
• Calculate net returns using portfolio manager fees based calculated/supplied by the finance team.
• This is not a comprehensive list of deliverables and can potentially be supplemented with additional ad hoc financial/analytical/risk modelling.

Knowledge

• Experience using StatPro or other performance and attribution systems.
• Keep abreast of Global Investment Performance Standards (GIPS) and identify opportunities to incorporate GIPS principles within investments.
• Knowledge of MSCI Barra Risk or other ex-ante risk systems.
• Advanced Excel/Power Pivot, Microsoft Power BI/Dax, data integration or financial/statistical modelling tools beneficial
• Portfolio Valuations including equities, bonds, derivatives and private equity/alternatives
• Adopt client centricity  within area of responsibility

(Client Services)

• Engage with stakeholders to identify changing client needs and make recommendations to align service offering with client needs.
• Manage a client service excellence culture which builds enduring relationships and allows team to provide exceptional client service.
• Deadline driven and able to work under pressure to ensure deliverables meet expectations and are produced in the agreed timelines.
• Build and maintain relationships with clients and internal stakeholders.
• Self-management and teamwork

(People)

• Positively influence and participate in change initiatives
• Continuously develop own expertise in terms of professional, industry and legislation knowledge
• Contribute to continuous innovation through the development, sharing and implementation of new ideas
• Take ownership for driving career development, seeking advice and guidance from relevant mentors where necessary.

Competencies    

• Strategic thinking
• Client/ Stakeholder Commitment
• Collaboration
• Impact and Influence

Closing Date: 18th, July 2022

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Role Purpose    

• During the internship programme, you will have exposure to the day-to-day operational functioning within the area of responsibility, by providing administrative assistance. 

Requirements    

• Relevant NQF 7 Business-related tertiary level qualification
• Proficiency in MS Office Suite (Word, Excel)

Duties & Responsibilities    
You will be assisting the MDS Distribution Support team with:

• Understanding of end-to-end processes across product lines
• Professional presentation of quote and relevant supporting documentation that support the 'advice-led' and compliance processes
• Ensure all cases and new business applications are correctly uploaded on system, recorded. and kept up to date on activity manager
• Manage pipeline - Consult systems to view progress and provide regular, timeous feedback to all business partners and record relevant progress on internal systems.
• Drive submission of requirements to ensure cases issue
• Training adviser practice staff on digital capabilities

You will also be required to:

• Build and maintain relationships with clients and internal and external stakeholders.
• Make recommendations to improve client service and fair treatment of clients within area of responsibility.
• Contribute to a culture that guides and directs best practice, fostering an environment of continuous learning improvement and cohesiveness.
• Identify own growth and development needs and schedule interventions to enable ongoing development, training, and personal growth.

Competencies    

• Business Acumen 
• Drive for Results
• Leads Change and Innovation
• Collaboration 

Closing Date: 13th, July 2022