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  • Posted: Aug 14, 2019
    Deadline: Not specified
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    Alexander Forbes is a leading provider of financial, risk and insurance and multi-manager investment solutions internationally. The primary operations are based in South Africa and the United Kingdom. A significant network of subsidiaries and partners ensures we provide an outstanding level of service to our customers internationally. Alexander Forbes’...
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    Special Projects Manager

    To be a key driver of projects within the Investment Team including implementations/transitions, communications, committee processes and ensuring that the portfolio managers have the necessary systems and resources. To be the central contact person and coordinator of all Investment Team activities.
    Education:

        BSc, BCom or investment management degrees are recommended. MSOffice suite (Excel skills, Word and Power point for presentations)

    Experience:

        Min 5 years in Financial Services
    Reponsibilities:
    1. Ensure all portfolio implementations/transitions are carried out efficiently and on time. Drive and review the implementation process continuously.

    •     Communication between parties is timeous and accurate (includes operations, client channels, investment team, legal, portfolio reporting) on implementation matters
    •     All the transition requirements in the proposal checklist are addressed (e.g. ODD, liquidity, notice periods, out of market exposure etc)
    •     Active engagement with portfolio managers and transitions team - provide suggestions or alternative options where snags are identified or issues arise
    •     Constant follow up with all parties to ensure that deadlines are met and action items from meetings are actioned in a timeous manner
    •     Ensure that all the indexation trades are carried out smoothly and efficiently – ensure process set up to monitor return differences and ensure that any trade instructions are ratified within the necessary processes

    2. Assisting with the communication process

    •     Draft, edit and review communication of portfolio changes to ensure it is clear and concise and takes place in a timely manner
    •     Ensure correspondence and communications are drafted timeously to ensure it is clear and well managed disseminating one message with no uncertainty
    •     Assist in messaging for all client channels presentations and communications
    •     Efficiently coordinate and manage all Investment Team related client queries within reasonable deadlines
    •     Ensure communication process is diligently adhered to
    •     Ensure all significant events from the Investment Team are communicated timeously

    3. Assisting with the smooth management of all Investment Team related committees (eg, Investment Committee, Unit Trust board meeting, Shari’ah Advisory Board meeting, Caveo Investment Committee, Alexander Forbes Investments Jersey Investment Committee, Portfolio Review meeting) and ad-hoc projects

    •     Setting of meeting agendas
    •     Preparation of pre-reading
    •     Ensuring adequate and relevant information is contained in the packs
    •     Ensuring presentations and reports are prepared for delivery at meetings
    •     All outcomes from committee meetings are communicated accordingly
    •     Packs are collated and distributed timeously before the relevant meetings
    •     Assist/provide support/drive any Investment Team related ad-hoc projects

    4. Ensure that the Investment Team members have the systems and resources they need to manage the portfolios effectively. Be central contact person and co-ordinator

    •     Regular interactions with various Investment Team members to understand their requirements
    •     Liaise with PRT and Technology team to ensure delivery of relevant reports and systems is delivered

    Method of Application

    Interested and qualified? Go to Alexander Forbes on www.linkedin.com to apply

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