15.03.2024
Investment Product Specialist
Rory Mackie & Associates
South Africa, Cape Town
Overview:Our client is an innovative FinTech company based in South Africa and listed on the main board of the JSE. The company provides asset management, stockbroking, and administration services, as well as a wide range of savings products, to institutional and retail clients. Responsibilities:Build an in-depth understanding of industry products and client preferences to create and maintain investment products throughout the group, including globally domiciled, locally domiciled, umbrella, retail and institutional investment productsConduct thorough client, competitor and market research impacting product designJointly develop, price and drive competitive client solutions across wrappers including but not limited to UCITS, CIS, Life and ETFsDrive product synergies between business units and enhance cross-sellingUnderstand changing customer needs and market dynamics and how this impacts existing productsSupply marketing with investment views and articles relative to products and investment positioningProvide investment consulting services to large institutional and retail clientsConduct presentations to conferences, clients or internal, as requiredRequirements:Relevant tertiary qualificationCFA and/or Actuary candidate or qualification5 to 10 years’ experience within financial services, including product developmentStrong MS Excel and database skillsStrong quantitative and analytical skillsGeneral market awarenessAbility to work in a teamCore competencies required: Strong analytical and numerical skillsAttention to detail whilst always linking numbers to the bigger pictureAbility to work methodicallyGood organizational skillsDeadline drivenA passion for investmentsExcellent presentation skills
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