Summary
Date Posted: Saturday, June 10, 2023 , Base Salary: Not Disclosed

JOB DETAILS:

Job Summary
Reporting to the Managing Director and Board of Directors, the General Manager- Capital is responsible for managing funds on behalf of clients by employing various strategies aimed at generating a return on investment (ROI) for clients. The role is also responsible for monitoring and analyzing the performance of the assets they oversee, making strategic investment decisions and working closely with clients to understand their financial goals and objectives ensuring that their investment strategy aligns with these goals.

Key Responsibilities and Outputs
Direct Client Investment Activities
• Directing client investment activities within a particular fund.
• Conducting analysis to determine which securities provide the greatest return on investment and mitigate client risk.
• Taking an active role in managing fund activities, deciding which securities to incorporate into the fund’s products.

Provide Investment Advice
• Providing investment and financial management advice to clients and to other financial professionals.
• Recommending rebalancing a fund, for example, based on investment objectives and performance.
• Additionally, advising clients on long-term strategies for financial management and explaining how a particular fund fits into their overall goals.

Monitor Fund Performance
• Monitoring the performance of the fund
• Focusing on one particular fund or manage a suite of financial products.
• Conducting weekly meetings to assess fund performance and identifying shortcomings, developing strategies to drive profitability.
• Taking corrective actions to improve fund performance.

Complete Financial Transactionsb
• Completing financial transactions on behalf of clients and the funds they manage to drive profitability or reduce risk.
• Weighing the risks and benefits of each transaction, determining whether they fit into the fund’s strategies and delivering value to clients.

Maintain Portfolio Records
• Conducting investment and oversight activities, maintaining records and documentation related to investments and transactions.
• Developing weekly, quarterly, or annual reports on fund performance, along with reports of activities related to managing the fund.
• Additionally, developing documents relating to the management of funds to distribute to clients.

Ensure Adherence to Financial Regulations
• Ensuring that investment activities adhere to financial industry regulations,
• Conducting audits to prevent fraud and ensuring that they are not putting client investments at risk.
• Submitting reports to regulators to explain decisions made regarding fund management.
• Desirable Skills and Knowledge

The right candidate will possess the following skills:
• Investment expertise – a high level of knowledge about different securities and financial products and how they support investor goals.
• Client Service and Relationship Management – strong client service skills, working closely with clients to understand their goals.
• Familiarity with Financial regulations – a thorough understanding of financial laws and procedures as well as keen interest in understanding financial markets.
• Networking skills – ability to build professional networks and client base, have excellent relationships and stay informed about industry trends, relationship management with all stakeholders.
• Documentation skills – Ability to accurately prepare and edit financial documents; and have impeccable attention to detail.
• Communication skills – Excellent written and verbal communication; as well as negotiation and presentation skills
• Leadership Skills – Strong leadership and ability to drive team performance.
• Sales and Marketing – Demonstrated strong sales and marketing skills.

Qualifications and Experience
• Grade 12 School Certificate with 5 credits including English and Mathematics
• Minimum Bachelor’s degree in Business Administration, Finance, Accounting, Commerce, or Economics.
• A post graduate qualification would be an added advantage.
• At least seven (7) years of experience in a similar position
• Knowledge of all relevant regulatory institutions a must
• Ability to utilize financial industry expertise and market knowledge.
• Certification to a relevant professional body is mandatory


Work Hours: 8

Experience in Months: 84

Level of Education: Bachelor Degree

Job application procedure

Our clients offer competitive market related remuneration and conditions of service. Only applicants who meet the qualifications, experience and job requirements and are interested should e-mail their cover letter and CV as one document to: msinkala@cogitarefoundation.org 

Please be sure to include the JOB TITLE in the subject field for the job you are applying for.

Only shortlisted candidates will be contacted.

Closing date: Monday, 19th June 2023


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