Jobs at Prescient

Purpose of role:

• The role of the Business Development Manager is to ensure business growth through business development activities in the institutional market in accordance with the organisational strategy. Plan, direct and manage business development and client management activities as well as trustee education. This key resource will work closely with institutional investors, consultants, prospects and clients. You are a ‘hunter’ with the strong ability to attract, retain and grow new and existing business.

Duties and responsibilities:
Institutional Sales, Business Development and Client Management:

• Responsible for initiating contact with potential and current customers to generate and qualify leads, promote.
• the company's products and services and identify sales opportunities for Prescient.
• Drive the entire sales cycle from initial customer engagement to closed deals, using various direct methods such as calling, face to face meetings and networking.
• Keep detailed notes on prospect and customer interactions on CRM system and update CRM System regularly.
• Provide feedback on market trends, competitive threats, unmet needs, and opportunities.
• Managing all aspects of relationships with existing clients, including co-ordination and presentation of technical report-backs, liaising with client services and compliance teams internally on reporting and mandates and management of the on-going relationships through regular meetings and updates on the performance of their funds.
• Effectively articulate Prescient investment philosophy, process, products and performance to prospects, clients, consultants, multi managers and to differentiate our firm from competitors.
• Participation in investment team activities to ensure up-to-date technical knowledge of the company’s products, investment philosophy and portfolio positioning.
• Coordinate RFP process supported by the Business Development team. This will include the support and oversight of the preparation of RFP documents, due diligence, and terms negotiation.
• Increase assets under management for firm’s investment products and vehicles.
• Provide regular reporting on activities, new sales opportunities, client focus and product initiatives to the Management team.
• Maintain involvement in industry and networking organizations in order to foster relationships with the consultant community and prospective clients.
• Conduct all sales activities with the highest degree of professionalism and integrity, in line with Prescient value.

Required experience:

• 2-5 years’ experience gained in institutional business development in the Asset Management essential. You will need to be a strong hunter with a track record of new client success.
• Demonstrated excellence in the field of business development as well as strong knowledge in funds and investment products
• A sound understanding of the dynamics around the investment needs of institutional clients, product distribution, product features and profitability, and the ever changing legal and regulatory environment.

Required Qualifications:

• A relevant postgraduate business qualification (Degree / Postgraduate, CFP / CFA studies).

Key competencies:

• Excellent interpersonal skills, excellent communication skills oral and written.
• Aptitude in decision-making and problem-solving.
• Must demonstrate a strong ability to manage complex processes and focus on business outcomes in a complex uncertain environment.
• Strong work ethic, self-motivated, driven and results oriented.
• Ability to listen and respond to new ideas, input and diverse perspectives.
• Must have high levels of self-confidence, assertive as well as healthy levels of EQ.
• An energetic problem-solver, who is open-minded, collaborative and has multi-perspective views on corporate governance and improving operational efficiency.
• Must have a structured work style and attention to detail.

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Purpose of role:

• To provide compliance data collation and analysis expertise to a niche investment compliance team supporting a diversified financial service offering, which includes Investment Management, Fund Services, Wealth Management and Retirement Fund solutions. 

Duties and responsibilities:

• Collation and analysis of data required for portfolios that are compliant with REG28, CISCA, SARB and ASISA.
• Classification of instruments in terms of Regulation 28, ASISA, SARB (Asset Allocation, C23, C48, B16).
• Liaising with asset managers to collate all portfolio holdings and look-through data in various reporting systems.
• Compiling ASISA, FSCA and SARB quarterly reporting.
• Assist with ensuring correct rule set-up on various compliance and reporting systems.
• Assist with enhancement to reports as required from time to time by the Regulator.
• Compliance Static Data Management.
• Working with the data management team in order carry out instrument data reviews, “clean-ups” and pass on knowledge around compliance aspects of static instrument data and data management.
• Ad-hoc investment and regulatory compliance tasks, as required.

Required experience:

• Approximately 1-2 years’ experience in a Compliance Data related role gained from an Asset Management/related environment. We will also consider a finance / investment graduate with an interest in building their career in risk and compliance.
• Sound foundational understanding and exposure to the various applicable legislations including CISCA, SARB Classifications, Reg 28, Board Notice 90 and Board Notice 52 is preferred.
• Sound foundation understanding and exposure to financial markets.
• Preferably exposure to relevant investment systems as well as Compliance software i.e. Fundamental, Moonfire.
• Strong Excel skills.  

Key competencies:

• Ability to work with large volumes of data from different systems and distill data for regulatory reporting purposes (SARB, Reg 28 submissions).
• Ability to work under time pressure around submission deadline times.
• Highly organized and good time management skills. 
• Strong problem-solving ability. 
• Able to work well on one’s own as well as in a team environment.
• Accuracy and attention to detail are of the utmost importance.
• Self-starter who is self-driven and self-directed. 
• Strong work ethic. 
• Honesty and integrity.
• Strong communication skills, both verbal and written communication.