Assistant Portfolio Manager - Multi Management

ESKOM PENSION & PROVIDENT FUND

Gauteng, South Africa

Permanent

Aug 12

Research, select and recommend appropriate asset managers, portfolio structures in order to meet the investment objectives of the Fund. Implement and monitor effectiveness of asset manager / portfolio mandate structure and strategy for a specific portfolio- Research global asset management developments in asset classes and alternatives within portfolio to identify and recommend potential new investment solutions which are accepted by the Investment Multi-Manager(s).- Keep abreast of investment index/benchmark developments relevant to portfolio.- Develop investment manager portfolio mandates / guidelines that incorporate Fund objectives, and are in alignment with portfolio mandate structures.- Monitor that the asset manager/ portfolio mandate structure and strategy is supported by the governance framework.Manage and monitor a portfolio of asset managers in terms of their portfolio mandates- Monitor and evaluate effectiveness of investment decisions within portfolio, optimising investment returns.- Develop and maintain relationships with investment and banking communities, enabling access to market research, trends and statistics.- Utilise MSCI BarraOne and Statpro and Riscura to monitor portfolios and generate performance and risk reports.- Perform performance / risk-return analysis and provide recommendations to Investment Multi-Manager(s) and CIO as and when required.- Assess and monitor investment portfolio risks and performance attributions.- Generate reports analysing investment performance.- Assess performance against stated benchmarks.- Distribute DD questionnaires and agendas to asset managers and receive feedback.- Update the annual DD Questionnaire to keep it relevant.- Structure the DD agenda in line with investment theme and collate input from Compliance and Admin to incorporate into agenda.- Write feedback reports to the SIC on onsite DD visits and communicate recommendations.Select managers that will achieve targeted returns over medium term- Research, identify and recommend suitable asset managers in support of the Multi Manager strategy.- Assist on the effective management of transition strategies.- Achieve maximised return within acceptable levels of risk.- Identify of Best of Breed Fund Managers within portfolio.Provide portfolio oversight and input regarding investment strategy and asset allocation- Ensure appropriate investment mandates are in place for portfolio to optimise investment strategies.- Assist the Investment Multi Manager to prepare reports and commentary for submission to the S.I.C and Board of Trustees.Perform investment systems evaluation and project implementation- Participate in project meetings regarding investment systems to enable effective implementation of investment related projects.- Providing input into multi-management business process changes, assisting in effective completion of multi-management business process changes.- Conduct Incubation Programme Liaison, as required.

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