Equities and Platform Officer

Ensures the coordination of all investment activities across traditional asset classes with a focus on equities, are geared towards ensuring continuous innovation and profitability. He/She also is also tasked with the design and execution of the platform strategy, especially as it relates to improving the breadth of product offerings.

Role Qualification:

Academic/Professional:

• Education: BSc/Degree from a reputable Tertiary Institution. Relevant postgraduate (MSc, MBA) and/or professional qualification (CFA etc) would be an added advantage.

Work Experience:

• 5-7 years professional experience in related position.
• Proven leadership in major incident management and executive-level communication.

Key Responsibilities:

• Develop and drive the strategic vision and direction for the platform in line with international standards.
• Complement efforts of the product/solutions development teams to drive innovation and new business, whilst improving client experience.
• Monitor portfolio positioning on assigned portfolios with and conduct market intelligence to understand drivers and sentiments.
• Monitor portfolio performance relative to benchmarks and provide recommendation for portfolio adjustments if necessary.
• Drive and promote the CFA code of conduct and standards of professional conduct, as well as strive to encourage global best practice 
• Maintain healthy relationship with counterparties and regulators 
• Continually improve investment and portfolio management process in line with international best practice 
• Align with the corporate culture in a positive manner and Complete special projects as required from time to time. 
• Prepare, organize and present investment strategies and reports on a periodic basis to the CIO. 
• Continuously identify, assess and monitor investment opportunities and strategies in order to ascertain profitable entry and exit points. 

Required Skills and Competencies:

• Knowledge of Insurance Industry/Investment Business.
• Intermediary level for excel database analysis and Bloomberg skills. 
• Strong relationships in Asset Management industry and with regulators.
• Ability to generate respect and trust from staff and external constituencies Strong interpersonal skill.