Title:  Asset Management: Fund Manager

Job Classification

This role is based at Nedgroup Investments in Cape Town.  Our website is : www.nedgroupinvestments.co.za
Nedgroup Investments is an award-winning global investment business with a growing presence in Europe. Nedgroup Investments offers a wide range of investment solutions for retail and institutional investors. Nedgroup Investments is a division of Nedbank Group Ltd, leveraging the investment and financial expertise of one of South Africa’s largest financial services groups. The Nedgroup Investments Best of Breed™ philosophy sees us partner with select fund managers who we believe are able to provide consistent long-term outperformance for our clients. These fund managers are experts in their field of specialisation and we tend to partner with them for long periods of time giving them sufficient opportunity to deliver on their mandate objectives. We obsess about long-term performance and our top priority is to deliver a superior investment experience for our clients.

Job Family

Career Stream

FAIS Affected

Job Purpose

To provide input to the multi-manager team across numerous areas including fund management, fund research, product development, business development and thought leadership for the purpose of growing assets under management, achieving investment return objectives, building the multi-manager brand and improved behavior outcomes for investors.

Job Responsibilities

• Communicate fund performance and positioning to sales and distribution team.
• Communicate fund performance and positioning to Nedbank Financial Planners and Nedbank Private Planners.
• Communicate fund performance and positioning to independent Financial Advisors and Asset Consultants.
• Manage relationships with potential and existing Asset Managers with whom investments are made.
• Liase with the media where appropriate on multi-manager related investment issues.
• Ensure investment objectives are met through the implementation of a robust investment process and philosophy.
• To be actively involved in the fund selection and asset allocation process.
• Oversee the Fund Research process for Rand denominated investments (SA and global). 
• Grow assets under management through appropriate achieving business objectives.
• Ensure that the funds we offer to clients are market-required and appropriate support collateral is provided.
• Roll out thought leadership pieces or work on topics that will add value to our clients and investors. An example would be in the behavioural finance area.
• Monitor investment funds regularly by Risk and Compliance Officer using regulatory guidelines.
• Facilitate and attend monthly investment management meetings for fund review and oversight. Research and conduct due diligence sign off prior to investing underlying funds. Adhere to the CFA (Chartered Financial Analyst) Code of Conduct for investing
• To be knowledgeable on AI and the use of it within the investment process and wider areas of business. 
• Contribute to a culture conducive to the achievement of transformation goals by participating in Nedbank Culture building initiatives (e.g. staff surveys etc).
• Participate in the development and implement action plans to address issues raised in culture surveys to improve results.
• Create a client service culture through various required interventions.
• Achieve operational excellence by supporting the implementation of business optimisation improvement through team engagement.
• Implement a goal commitment contract by setting clear goals and objectives and provide regular feedback.
• Stay abreast in field of expertise and deliver on the expectations from stakeholders by building capability of self through identifying current and future training and development needs.
• Embrace the Nedbank Vision and Values by leading by example and re-enforcing values during meetings.

Job Responsibilities Continue

People Specification

We believe in employing highly motivated, sharp and quality orientated people that thrive in a culture that celebrates and supports diversity within an environment that is creative, collaborative, challenging and dynamic.  Aligned to our core purpose of enabling our investors to achieve their investment goals, we are committed to enabling our staff achieve their full potential and long-term career growth at Nedgroup Investments. 

Essential Qualifications - NQF Level

Preferred Qualification

Post Graduate in Mathematics or Financial Modelling or Computer Science 

Chartered Financial Analyst (CFA) , Master in Business Adminstration (MBA) / Chartered financial Planner (CFP),/ Chartered alternative investment analyst (CAIA).

Essential Certifications

Preferred Certifications

Chartered Financial Analyst (CFA) , Master in Business Adminstration (MBA) / Chartered financial Planner (CFP),/ Chartered alternative investment analyst (CAIA).

Minimum Experience Level

6 years in similar or related role

Technical / Professional Knowledge

Behavioural Competencies