INVESTMENT HEAD - NEW DIVISION – REF9676

Cape Town, Western Cape
Permanent
Full-time

3 days ago

9676//Cape Town//Executive RoleR HIGHLY NEGOTIABLE PLUS ANNUAL PERFORMANCE BONUSOur client offers individual investors a range of funds - some that target inflation plus returns, and others that target absolute returns and capital protection. The funds are diversified across local and global asset classes and blend together the best of the South African and offshore asset managers. They offer: SA Strategy Funds, Global Funds, Life Funds, Specialist Funds, Tailored fund portfolios.They now seek an investment head with-profit funds to join their team. Report to the CEO - newly created role. This strategy team was previously house in another part of the business. It is in essence the outsourced CIO function - and it will service large products from an investment perspective. It will be a very specalised team of four and this expert manager. Investment consulting and implementation experience would be VERY useful.This is a leadership role at the heart of one of South Africa's most significant investment mandates, with strategic oversight of R300 billion in multi-asset portfolios. As the Investment Lead for these funds, you will shape portfolio strategy across public markets, a substantial private markets programme and direct property, delivering stable, long-term real returns that secure the financial futures of millions of policyholders.The role operates under a formal internal mandate with the Policyholder Investment Committee (POLIC), which approves major strategic decisions. You will be the trusted strategic advisor to POLIC, crafting recommendations on strategic asset allocation, portfolio design and manager selection, and directing implementation once approved.This appointment comes at a pivotal moment, with the division having recently assumed investment responsibility for the with-profit funds. In the near term you will steer a set of strategic reviews and define a clear path to evolve the investment approach. By delivering consistently high-quality analysis and disciplined execution, you will cement this business' role as a strategic partner to POLIC and product leaders. Over time, this should strengthen the case for a broader scope of delegated authority to be entrusted to you and your team, while advancing the business' evolution into a full-spectrum investment solutions provider.JOB DESCRIPTION WILL INCLUDE BUT NOT BE LIMITED TO:

You will be, as investment lead for these funds, required to shape portfolio strategy across public markets, a substantial private markets programme and direct property, delivering stable, long-term real returns that secure the financial futures of millions of policyholders;
You will be required to operate under a formal internal mandate with the group Investment Committee (POLIC), which approves major strategic decisions;
You will be required to be the trusted strategic advisor to POLIC, crafting recommendations on strategic asset allocation, portfolio design and manager selection and directing implementation once approved;
You will be required, in the near term, to steer a set of strategic reviews and define a clear path to evolve the investment approach. By delivering consistently high-quality analysis and disciplined execution, you will cement the company's role as a strategic partner to POLIC and product leaders. Over time, this should strengthen the case for a broader scope of delegated authority to be entrusted to you and your team, while advancing the company's evolution into a full-spectrum investment solutions provider;
You will be responsible for turning the objectives and principles into implementable portfolio guidelines (ranges, rebalancing rules, within asset class structures, active / passive blend, style and factor balance, currency and liquidity) and oversee disciplined implementation;
You will be required to serve as the primary interface and advisor to POLIC, taking full ownership of the quality and integrity of all investment recommendations, performance analysis and strategic reviews;
You will be required to ensure portfolio is managed in line with the investment policy statement (IPS), the internal mandate & SLA, group risk frameworks and all relevant regulatory requirements;
You will be required to serve as the primary interface and lead relationship owner with all underlying asset managers, both internal affiliates and external firms, holding them accountable for performance and representing policyholder interests in senior governance forums for private markets and direct property vehicles;
You will be required to drive integration within the company's ecosystem, leveraging central specialist functions (such as manager research and portfolio construction) to bring the full weight of the firm's expertise to the with-profit mandate, while ensuring the team contributes insights back into the broader platform.

Claire Bourquin Recruitment Consultants

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