Portfolio Manager: Impact Funds

Through our client-facing brands and our 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

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Role Purpose

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.

Requirements

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

Duties & Responsibilities

Manage the investment portfolios (Internal Process)

• Construct and manage investment portfolios that are consistent with an OBI investment philosophy based on the mandate and client needs and
• Takes accountability for the end to end portfolio management and manages 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 in order to foster greater understanding and buy-in to the
• 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 the portfolio construction in order to support sales or marketing
• Takes responsibility of all aspects related to the management of a portfolio and has full discretion for decision
• Manages the relationship with appointed asset managers and investee companies for specific portfolios and ensures 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)

Adopt and enable client centricity within area of responsibility (Client Services)

• 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
• 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
• Ensure delivery of agreed deliverables and service level agreements made with clients and stakeholders to ensure that client expectations are

Effectively manage self and collaboration (People)

• Participate in and positively influence and change initiatives across teams within the
• Continuously develop own expertise in terms of relevant professional, technical, industry and legislative
• Contribute to continuous innovation through the identification, development, sharing and implementation of new
• Take ownership of driving their own career
• Be a Momentum Investments
• Act and behave in the best interest of Momentum
• Collaborate and participate in multi-disciplinary teams in Momentum
• Maintain continuous professional development to ensure upskilling and keeping abreast and ahead.
• Contribute to innovation, change agility and collaboration within the

Competencies

• Business Acumen: Understands how the business operates, what the key issues and risks are that drives business success; and how they impact on the commercial viability of potential ventures and the profitability of the Group
• Collaboration: Prioritises the business interests of Momentum Group and invests in the success of the group by aligning effort across divisions and Momentum Group’s segment businesses.
• Client/ Stakeholder Commitment: Anticipates, meets and exceeds client’s needs by creating long lasting relationships that support the client value proposition, supports their financial wellness and ensures client
• Impact and Influence: Persuades, convinces, influences and inspires others, both within Momentum Group and externally to win support, loyalty and gain commitment to the purpose of Momentum
• Drive for Results: Has a sense of urgency, focus, accountability, agility and execution to deliver business
• Self-Awareness and Insight: Manages self and relationships with others effectively, deals with ambiguity, uncertainty and pressure, and provides perspective in difficult
• Leads Change and Innovation: Actively leads change, does what is right for the business and drives continuous improvement through innovation and
• Diversity and Inclusiveness: Is sensitive to individual and cultural differences and demonstrates humility and an openness to engage people from diverse backgrounds and cultures to the mutual benefit of all parties
• Motivating and Inspiring Team: Creates and maintains an open, positive working environment by generating commitment, building trust, a shared sense of purpose, empowerment in others and encouraging them to contribute to the best of their ability.
• Growing Talent: Takes responsibility for own