Deputy Chief Investment Officer | Centurion
Responsibilities:
Drive the implementation of the Investment philosophy:
- Effectively contribute as a member of the Investments Management Executive Committee, representing Equilibrium, Manager Research, ESG and overall Investments strategy in partnership with the CIO.
- Ensure the effective development, management, and implementation of the equilibrium investments strategy in alignment with the overall investment philosophy and strategy of the client.
- Effectively contribute to the management of the investment forum to ensure investment capabilities and initiatives are appropriately prioritized and aligned to the investment philosophy.
- Contribute effectively to the investments decision-making structures (ICs, Portfolio Solutions Policy Group etc.) to ensure that the investment philosophy is embedded and implemented in the portfolios managed by the client’s investment management
- Proactively and effectively engage stakeholders across the investments value-chain to ensure delivery on prioritized initiatives.
- Ensure the optimization of our manager research capability as a key enabler of the overarching business to strengthen both investment decision making and operational efficiencies across the business to ensure a future fit business.
- Ensure the development and implementation of an ESG strategy, which includes proxy voting, reporting and all related activities.
- Ensure the achievement of growth targets, management of margins and expenses of the equilibrium portfolio.
- Effectively identify opportunities to leverage off strategic relationships and alliances to build new investment and growth opportunities.
- Monitor and assess the effectiveness and performance of investment strategies, products and solutions and identify areas of opportunity that will enhance the client experience and profitability.
- Ensure the building and maintenance of relationships with key clients and stakeholders.
- Effectively contribute to sustaining a competitive edge through external networking and benchmarking and representation on related forums.
- Effectively represent the client at various platforms with key stakeholders and contribute to the development of content for marketing purposes.
- Ensure the effective engagement with stakeholders internally for purposes of collaboration and value creation in partnership with related functions.
- Ensure the effective engagement with external stakeholders and potential clients to ensure the promotion of our investments brand and philosophy to enable business growth.
- Provide support to the CIO in managing the Investment Management team budget
- Proactive and continuously ensure the identification, assessment, and management of specific income orientated initiatives to ensure delivery on agree financial metrics.
- Proactively facilitate the required processes and engagement with various investments capabilities to achieve agreed and or planned TERs.
- Create a positive work climate and culture to energise employees, give meaning to work and minimize disruption.
- Ensure an effective level of leadership and management within the overall investments business but specifically to the equilibrium portfolio management and market insights capabilities.
- Proactively manage immediate and extended team dynamics through effectively engaging diverse teams, through the deployment of our values.
- Ensure the acquisition, integration, and development of talent to ensure high level of employee growth, development, and efficiency in the business.
- Proactively manage all team outputs to align outputs to strategic direction and objectives of the client.
- Relevant post- graduate qualification (Investment Management, CA, CFA, MBA, Actuarial Science, Quantitative or Risk Management qualifications).
- +-10 years relevant working experience, of which at least five years should be in a senior management position within an investments business.
- A proven track record as a senior portfolio manager or related role within a DFM, oversight on ESG, Manager research and responsible investing environment.
- Business Acumen
- Client/Stakeholder Engagement and Commitment
- Results Orientated
- Leads Change and Innovation
- Collaboration
- Impact and Influence
- Self-Awareness and Insight
- Diversity and Inclusiveness
- Growing Talent