The purpose of the Fiduciary Portfolio Oversight Manager is to co-ordinate, guide and manage a team of Fiduciary Oversight Portfolio Analysts and Specialists who perform the detailed oversight of the administration and conduct of the collective investment scheme (management company) thereby ensuring safekeeping of assets and the protection of participatory interest holders. The purpose of the Fiduciary Portfolio Oversight Manager is to oversee and provide support and guidance to collective investment scheme management companies through the provision of accurate and reliable intelligence (information) together with analysing trends and data through regular reports to improve the quality of oversight decisions.
Are you someone who can:
Provide guidance and support to collective investment scheme management companies to ensure the protection of underlying participatory interest holders
Improve business decisions by providing accurate and reliable business intelligence (information) together with analysing trends and data
Accumulate information to review work progress that provides input to reporting, decision making and the identification of improvement opportunities
Implement, monitor and control business processes according to quality standards; policy; and compliance and governance requirements in area of accountability
Ensure the development, alignment, mapping and implementation of end-to-end processes aligned to the customer journey map and the protection of participatory interest holders
Research, enable and consult on improvements and opportunities to harness technology and platform enablement
Review existing processes and suggest innovative ideas to improve and streamline processes to reduce risk, drive efficiencies and minimise redundancy
Manage team delivery against goals in the area of responsibility
Manage performance moderation, disciplinary action, recognition and retention processes in line with HR policies and procedures
Participate in Talent Management practices and processes in line with HR policies and procedures
Implement employment equity plan targets in all recruitment and employee movement activities
Manage performance of employees by clearly defining goals and objectives and providing direction, coaching and regular feedback
Ensure skills are transferred in specific functions
Ensure conflict resolution and respond to any complaints or concerns
Set relevant stretch goals for team and motivate achievement
Promote teamwork and inclusivity amongst team members and demonstrates behaviours that respect diversity
Partner and collaborate with team members to achieve team success
Share information and knowledge that benefits the team
Participate and contribute to a development culture where information regarding successes, issues, trends and ideas are actively shared
Build and sustain collaborative working relationships with relevant peers and stakeholders to achieve productivity synergies
Participate in specialist communities of practice and contribute positively to own and organisational
You will be an ideal candidate if you:
Qualifications
Post-Graduate degree in Finance, Accounting, Investment Management
Additional certifications such as CAIA, CFA, CIPM or FRM would be advantageous
Experience and Skills
3 - 5 years experience in a similar environment, of which 1 - 2 years ideally at junior (entry level) management level
Good understanding of the regulatory framework, within the the Collective Investment Scheme industry.
Good understanding of risk management, accounting and investment principles as they relate to Collective Investment Schemes
Good understanding of the administration of Collective Investment Schemes and the oversight thereof
Strong organizational skills that reflect an ability to perform and prioritize multiple tasks in an energetic environment with multiple priorities
Excellent communication and analytical skills in both written and spoken English.
Excellent judgment and ability to anticipate legal issues or risks.
Proactive approach to problem solving.
The ability to process information quickly and to apply that information in finding solutions.