Portfolio Manager: Impact Funds

About Momentum Group

Through our client-facing brands and other specialist brands, Momentum Group enables business and people from all walks of life to achieve their financial goals and life aspirations. We help people grow their savings, protect what matters to them and invest for the future. We help companies and organisations care for and reward their employees and members. Through our own network of advisers or via independent brokers and utilising new platforms Momentum Group provides practical financial solutions for people, communities and businesses.

Disclaimer:
As an applicant, please verify the legitimacy of this job advert on our company career page.

Construct and oversee investment portfolios based on investment mandate and client requirements within the Outcomes Based Investment (OBI) philosophy and strategy in order to achieve Momentum Group’s strategic objectives.

Qualification Requirements:

• Relevant Honours degree (Investment Management, Actuarial, Financial Management BCom, BSC etc)
• Chartered Financial Analyst (CFA) (preferred)
• Regulatory Exam 5 (preferred)

Experience

Required:

• 8-10 years’ experience in investments, direct portfolio management experience and / or investment consulting strongly preferred
• Exposure to multi-asset portfolio construction
• Experience in stakeholder management
• Analytical, communication experience

• Construct and manage investment portfolios that are consistent with an OBI investment philosophy based on the mandate and client needs.
• Take accountability for end-to-end portfolio management and manage assigned investment analysts.
• Contribute to the ongoing enhancement of the OBI-related portfolio and risk management best practices.
• Create awareness of the OBI philosophy across Momentum Group and within the external investment community to foster greater understanding and buy‑in.
• Ensure that the OBI investment philosophy is embedded and implemented in the portfolios.
• Foster effective working relationships and collaborate within the broader group and external stakeholders.
• Monitor and report on portfolio performance as it relates to the solution’s objectives and investment.
• Provide technical advice and expertise regarding portfolio construction to support sales or marketing.
• Takes responsibility for all aspects related to the management of a portfolio and has full discretion for decision‑making.
• Manage the relationship with appointed asset managers and investee companies for specific portfolios and ensure accountability of the investment performance and adherence to mandates by asset managers.
• Ensure asset allocation views are implemented and aligned according to the OBI view.
• Focus on main investment themes and risks with material impact of investment decisions (performance, risk, income) in a highly complex environment.
• Takes principal accountability on portfolios, with oversight on portfolios’ adherence to mandate.
• Set the research and/or analysis agenda for the portfolios.
• Provide guidance of processes and systems for the team.
• Create a deep understanding of the Momentum Group investment philosophy and influence the environment (markets and stakeholders).

• Provide authoritative expertise and guidance to clients and stakeholders.
• Contribute to the process of negotiating objective and realistic service level agreements, monitor appropriateness and recommend adjustments.
• Build and maintain relationships with internal and external stakeholders.
• Actively engage with key internal stakeholders to identify changing client needs and make recommendations to align service offering with client.
• Manage a client service excellence culture which builds enduring relationships and allows the team to provide exceptional client service.
• Ensure delivery of agreed deliverables and service level agreements made with clients and stakeholders to ensure that client expectations are met.

• Participate in and positively influence change initiatives across teams.
• Continuously develop own…