Investments Specialist, Quantitative

Responsibilities

• Develop, maintain, and review the Portfolio Management Guidelines (PMGs).
• Monitor adherence to PMGs and elevate deviations to the Head of Investments.
• Create and sustain structured manager alpha profiles for fund managers.
• Conduct quantitative due diligence on fund managers.
• Own the performance measurement methodology for the Corporation's investment portfolios.
• Design, develop, and maintain quantitative models and investment tools.
• Support the Head of Investments in portfolio construction decisions.
• Prepare and present quantitative investment analyses and performance reports.
• Actively share quantitative methods and tools with the Junior Investment Analyst.

• Bachelor's degree in Finance, Mathematics, Statistics, Actuarial Science, Economics, or a related quantitative discipline
• Honours or postgraduate qualification is strongly preferred.
• Minimum of 7 years of experience in institutional investment management
• Demonstrated expertise in quantitative analysis, performance measurement, and multi‑manager portfolio analytics.
• Proven track record in building quantitative models and investment tools (Python, R, or MATLAB required).
• Proficiency in using Bloomberg as a reporting and analysis tool is essential.
• Holding a CFA (Chartered Financial Analyst), CIPM (Certificate in Investment Performance Measurement) or a similar professional qualification is highly advantageous.
• Strong understanding of financial markets, investment instruments, and strategies.
• Familiarity with South African investment regulatory frameworks (SARB, FSCA, SAM) is advantageous.

• quantitative analysis
• performance measurement
• multi‑manager portfolio analytics
• quantitative models
• investment tools
• Python
• R
• MATLAB

• communication
• presentation
• collaboration

• CFA
• CIPM