03.06.2024
Investment Analyst
Old Mutual Life Assurance Company (SA) Ltd
South Africa, Cape Town
Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this. Job Description This role is responsible for research, analysis and provision of relevant information, and for making recommendations on alternative investments. The incumbent is individually accountable for achieving results through own efforts. Let's Write Africa's Story Together! Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this. Job Description This role is responsible for research, analysis and provision of relevant information, and for making recommendations on alternative investments. The incumbent is individually accountable for achieving results through own efforts. The role is in the Shareholder Investment Strategy team which forms part of the Group Balance Sheet Management (GBSM) team. The role predominantly focusses on the roll-out of the OML Strategic Asset Allocation (SAA) framework across the Group, with the aim of maximizing the risk-adjusted returns on shareholder assets. Key Result Areas Assist in driving the roll-out of the SAA framework across all Group subsidiaries Revision and implementation of investment mandates Identify and implement investment strategies Tracking investment performance, including setting benchmarks and performance targets, setting risk limits. Performing supporting analytics to assist in the evaluation of new investment opportunities. Ongoing market surveillance of investment opportunities locally, across Africa and abroad. Assisting with asset manager due diligence, selection, and monitoring. Compilation of investment reports for relevant investment committees. Analyse investment ideas for any tactical deviations from the SAA across the Group in order to drive shareholder value creation in the shareholder portfolios. Ongoing research in investment industry developments and portfolio structuring techniques. Providing investment guidance and mandate support to other African business units. Perform investment reporting and ad hoc reporting to various committees (capital committee, etc.) Understanding and alignment with the Group’s capital management framework to ensure capital efficient investment risks are taken across the group in line with risk-return targets. Requirements, Qualifications and Experience required Actuary / CA / CFA / MBA / Other relevant post-graduate degree. Minimum Experience: 5 years’ relevant experience in investment reporting and investment management. Technical experience required Strong investment reporting / investment back-office background. Ability to collaborate across the Group with various stakeholders. Fund management / Portfolio management experience an advantage, particularly in a fund of funds environment. Skills Capital Management, Investments, Stakeholder Management Education Bachelors Degree (B) (Required) Closing Date 09 June 2024 The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question. Old Mutual Limited is pro-vaccination and encourages its workforce to be fully vaccinated against Covid-19. All prospective employees are required to disclose their vaccination status as part of the recruitment process. Please refer to the Old Mutual’s Covid-19 vaccination policy for further detail. Kindly note that Old Mutual reserves the right to reinstate the requirement to vaccinate at any point if it is of the view that it is imperative to do so. The Old Mutual Story! About Us Old Mutual is a premium African financial services organisation that offers a broad spectrum of financial solutions to retail and corporate customers across key market segments in 14 countries. The lines of business include Life and Savings, Property and Casualty, Asset Management and Banking and Lending. We are rooted in our purpose of Championing Mutually Positive Futures Every Day and believe that a great customer experience is anchored in a great employee experience. #J-18808-Ljbffr
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