To conduct manager research on domestic and offshore funds, analyse fund returns, generate investment reports and conduct general reporting used in the management of the suite of PSG Wealth fund of funds managed by PSG Multi-Management.
This position will report to a Senior Fund Analyst.Key Responsibilities : Conducting research on domestic fund universe, generating investment reports and making recommendations to management and the PSG Wealth fund committeeDeveloping and updating of research of modelsIdentifying potential funds to invest inPromote the PSG Wealth Fund of funds value proposition in the PSG Wealth Distribution networkContribute towards enhancing our PSG Wealth fund of fund value propositionAssist with client eventsAssist with monthly platform roadshow presentations (amongst others)Keep abreast of any & all legislation changes or trendsConducting operational and investment due diligence on existing underlying funds and new prospectsMonitoring the performance of underlying funds within the PSG Wealth fund of funds range and ensuring compliance with all relevant legislationGenerating high level management reportsEngage with business to contribute towards the formulation, implementation and monitoring of a list of business targets and goals, both from a commercial as well as a risk perspectiveManage escalated adviser complaints and queries regarding the product offeringImplement controls to reduce operational errors and delaysAssist with marketing (as per above)Analysis of unit trust returnsAnalysis of Industry changesEnsure that proper corporate governance principles are appliedReview of daily reports and daily transactionsQualifications & Experience : B.
Com degree in Investment Management Honours degree advantageousProgress towards CFA / CAIA / CIPM advantageousA minimum of 1-
2 years experience in an investment environmentKnowledge of South African unit trust industry advantageousBilingual (English and Afrikaans)Skills / Competencies : Emotional / behavioural disciplineStatistical and modelling knowledge and experienceAttention to detailSelf-
starter and motivatedTrue passion for financial services and investmentsGood writing skillsExcellent work ethicResilientAbility to work under pressure and multitaskPSGs commitment to transform and embrace diversity is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce.
In achieving our employment equity goals, we give preference to applicants from designated groups and we encourage people with disability to apply.