Momentum Careers – Fund Specialist

Website Momentum

Job Description:

To support the Head of Momentum Collective Investments (MCI) with the distribution of Momentum’s local investment funds as well as with the implementation of the MCI strategy.

Job Responsibilities:

  • Utilise traditional and disruptive processes to build Momentum Collective Investments’ profile in the market.
  • Keep abreast of emerging technology and digital trends that can lead to operational efficiencies.
  • Drive client service delivery goal achievement in line with predefined standards to ensure that clients receive appropriate advice and after sales service.
  • Show care upon every client touchpoint, to deliver an exceptional experience.
  • Participate in the asset allocation and portfolio construction meetings to ensure a first-hand knowledge of the investment philosophy, portfolio holdings and portfolio decisions, as well as a good understanding of the local markets context.
  • Drive the implementation of the Momentum Collective Investments (MCI) strategy to deliver and promote Momentums Investment Management funds and solutions, in line with business objectives.
  • Promote and adhere to the Momentum Metropolitan Holdings Limited values: Accountability, Diversity, Excellence, Innovation, Integrity and Teamwork.
  • Support the Head of MCI to implement tactical and Fund Specialist’s plans to execute the MCI strategy to drive local sales targets.
  • Collaborate with relevant stakeholders to enable sales channels with the required knowledge and skills to position the local capability.
  • Bolster support with discretionary fund managers and platforms.
  • Implement the distribution strategy to increase net flows into local funds through advisors using third party platforms (i.e., not Momentum Platforms).
  • Contribute to the development of business cases for proposal to decision-making bodies.
  • Identify new and innovative techniques and solutions in MCI to solve for business gaps.
  • Continuously develop own expertise in terms of industry and subject matter development and application thereof in area of specialisation.
  • Live by the Momentum Investments GRITx behaviours: We are PASSIONATE, We are BRAVE, We are UNITED, We are WINNERS.

Job Requirements:

  • Reporting and Interpretation.
  • Driven towards Results.
  • Process Analysis and Redesign.
  • Impact and Influence.
  • Exceptional engagement and negotiation skills.
  • Proven Dealmaker.
  • Business Acumen.

Qualification & Experience:

  • Local markets experience.
  • Bachelor’s Degree in Finance or Investment.
  • CFA (with any levels or all 3) or equivalent investment background.
  • Experience in Unit Trust specialization.
  • 3 – 4 years experience in Collective Investments environment.

Job Details:

Company: Momentum

Vacancy Type: Full Time

Job Location: Cape Town, Western Cape, South Africa

Application Deadline: N/A

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