Senior Investment Strategist (Mt5)- Capricorn Asset Management

Capricorn Group Limited - windhoek, namibia

a month ago

Senior Investment Strategist (MT5)- Capricorn Asset Management

Listing reference: capgh_000246

Listing status: Online

Apply by: 3 July 2024

Position summary

Introduction

Lead the equity, asset allocation and macro - portfolio management team in establishing and implementing strategies and processes to ensure superior investment performance is achieved on all investment portfolios managed by Capricorn Asset Management. Work closely with the Executive Management Team to support the Chief Investment Officer to implement and deliver the approved strategy of CAM.

Job description


KEY PERFORMANCE AREAS

Strategic Alignment

  • Participate in the development of the economic strategies;
  • Provide strategic leadership and vision by coordinating the efforts of the portfolio management team in achieving consistent superior risk adjusted returns for all portfolios;
  • Develop Investment philosophy
  • Designing and implementing investment processes to create superior investment returns for portfolios exceeding portfolio benchmarks.
  • Continuously monitor and compare performance against benchmarks;
  • Manages resources and ensure alignment to the Banks culture in order to achieve the goal of becoming one of the best investment managers with top investment performance and excellent client service;
  • Promote and establish good working relationships with stakeholders and the financial community in general;

Portfolio Management

  • Takes a leadership role in decision making on investments in the Equity and Asset Allocation arena within CAM;
  • Responsible to formulate CAM House view;
  • Responsible to implement CAM House view on all portfolios;
  • Maximize investment performance and returns for the portfolios by providing close guidance and direction to portfolio managers;
  • Ensure correctness, timeliness of all communication including client reporting, media feeds and other data users;
  • Develop and oversee the implementation of the asset management system(s), including: the crafting of departmental policies, procedures and processes;
  • Responsible to the actively manage the following mandates: Asset Allocation Funds, Specialist Funds, International Funds, Institutional Mandates, Specialist Portfolios, Index Trackers, Other segregated Portfolios
  • Assist Portfolio Managers in security research and selection in all major asset classes;
  • Monitor Junior Portfolio Managers Portfolios
  • Seek and Identify investment opportunities
  • Assessment of and manage cash flow requirements of portfolios
  • Monitor pricing and reporting on portfolios
  • Maintain management and portfolio information systems
  • Calculate various risk statistics
  • Identify and analyze the areas of potential liquidity, market and credit risk
  • Implement alignment of portfolios
  • Manage withholding tax requirements of portfolios

Research

  • Conduct statistical and qualitative analysis and research;
  • Financial Modeling and construction and maintenance of model portfolios;
  • Conduct research covering all major asset classes
  • Conduct specific security research
  • Produce monthly research reports
  • Monitor developments in securities markets
  • Monitor economic developments locally, regionally and internationally
  • Monitor and investigate various market scenarios and anomalies
  • Investigate liquidity, credit and counterparty risks of various investments
  • Investigate suitability and alternatives for portfolios
  • Forecasting and monitoring market trends

Compliance

  • Ensure Regulatory Compliance of all portfolios
  • Ensure compliance to mandates
  • Ensure compliance to CAM Credit limits
  • Ensure compliance with CAM House view on all portfolios
  • Ensure compliance with CAM dealing policy and dealer limits
  • Compliance with Disaster Recovery plan

Risk Management

  • Ensure the required risk parameters, reviews, compliance and monitoring processes are in place to maintain quality portfolios and provide for prudent investment decision making;
  • Analyse and report on outcomes of risk analysis;

People Management

  • Build a culture of organizational excellence by providing strategic leadership and vision to subordinates;
  • Promote opportunities for professional growth, development and effective succession planning;
  • Supervises and monitors the performance of staff in the Division and provides guidance and assistance;
  • Ensure that all staff are trained, skilled and that their expertise is fully applied;
  • Ensure that working environment contributes improving staff morale and increased productivity. Actively promote teamwork in company and department

Customer Focus

  • Represent the firm at meetings with institutional prospects and clients
  • Client Feedback sessions
  • Continuously seek ways to improve customer communication
  • Ensure correctness, timeliness of all communication including client reporting, media feeds and other data users
  • Dedication to meeting the expectations and requirements of internal and external customers;
  • Get first-hand customer information and uses it for improvements in products and services;
  • Acts with customers in mind;
  • Establishes and maintains effective relationships with customers and gains their trust and respect
  • Provide advice and guidance to Wealth Managers in the sale of products and services.

Digitally Capable

  • Ability to navigate the digitally transforming world
  • Being able to use and integrate varies systems and digital tools into the day to day operations.
  • Being able maintain flexible with approach in order to adjust efficiency as digital transformation occurs
  • Understanding of AI and tools available

This role serves on the following committees:

  • CAM Economic Committee
  • CAM Performance and Attribution Committee
  • CAM Sales and Marketing Committee

Minimum requirements

COMPETENCIES REQUIRED

  • Strong leadership skills with ability to interact and influence at all levels
  • Highly motivated individual with a real passion for investing and building an investment function.
  • Excellent persuasion and negotiation skills
  • Excellent presentation skills
  • Strong people management skills. Skilled at managing teams, and influencing them to achieve objectives.
  • Coaching and mentoring skills
  • Excellent inter-personal skills
  • Exceptional Planning and organizing skills
  • Sound time management skills
  • Strong verbal and written communication skills, both internally and externally to the firm
  • High level of numeracy and analytical skills as well as problem solving skills
  • Behave in an ethical and a steadfast, professional manner. Trustworthy and high level of integrity
  • Ability to develop and maintain professional relationships
  • Ability to assimilate new developments and large amounts of information and to synthesise these.
  • Operates with a sense of urgency, works well in an entrepreneurial culture
  • Strong aptitude for translating complex valuation subject matter into pragmatic investment discussions
  • Comprehension of the strengths, weaknesses and nuances of different valuation and investing methodologies
  • Well organized, dynamic and innovative
  • Self-confidence, drive and tenacity
  • Able to assume high level of responsibility
  • Have the ability to work under pressure;
  • High energy levels and motivational abilities
  • Positive attitude towards change
  • Decision Quality: Makes good decisions based upon a mixture of analysis, experience, and judgment; sought out by others for advice and solutions
  • Problem Solving: Uses rigorous logic and methods to solve difficult problems with effective solutions; probes all fruitful sources for answers; can see hidden problems; is excellent at unbiased analysis; looks beyond the obvious and doesnt stop at the first answers
  • Ability to take initiative in designing and improving investment processes and to undertake and complete projects with minimal supervision;
  • Ability to understand the risks of potential investments through market intelligence, client interviews, business and financial plans and recommending investment decisions on that basis
  • Strategic Agility: Sees ahead clearly; can anticipate future consequences and trends accurately; has broad knowledge and perspective; is future oriented; can coherently convey a range of possible outcomes and their probabilities; can create competitive and breakthrough strategic and plans.
  • Digital knowledge and skills

EXPERIENCE AND KNOWLEDGE

  • 10 years specific investment experience in similar position within the investment management industry.
  • A proven track record of successful investment or economics with substantial knowledge of Asset management.
  • Superior understanding and proficiency in asset allocation.
  • Knowledge of all types of investments and markets.
  • In depth experience/knowledge of Namibian and South African investment market.
  • International experience is a plus.
  • Understanding of investment risks.
  • Strong understanding of valuation, accounting, and economic principles across most industries.

EDUCATIONAL REQUIREMENTS

  • Minimum of a Bachelors degree with a Major in finance, economics, accounting, statistics, or related field;
  • Charted Financial Analyst (CFA) Charter Holder;
  • Masters of Business Administration (MBA) and/or Chartered Accountant (CA) a distinct advantage

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