Website Robert Walters
Robert Walters is a global, specialist professional recruitment consultancy. "Our story begins in 1985, when our CEO, Robert Walters, opened the first office in Central London. Rob has led the company ever since and has the same passion and commitment today. Over the last 30 years the busines… read mores has grown and so has our ambition. We now operate across 27 countries and employ over 3,000 people. It’s a powerful success story built on the strength of our people. Organizations rely on us to find high quality professionals for a range of specialist roles. Professionals who are looking for a new role, whether it’s on a permanent, interim or contract basis, trust us to find them their ideal job. I believe that Robert Walters is something special. But I and others in the company never forget that the most important person to us is you – whether you’re a hiring manager or a job seeker." Giles Daubeney, Deputy CEO, Robert Walters Green Park Corner, Green Park Corner Cnr West Road South and, Lower Rd, Johannesburg, 2196, South Africa
Introduction
This is a unique opportunity for you to play a pivotal role in supporting the asset management team by managing and enhancing a suite of investment marketing materials, data outputs, and operational processes.
You will be at the heart of product innovation and content creation, ensuring consistency, compliance, and quality across multiple jurisdictions.
Key qualifications and experience for the Investment Product Specialist
Degree in Finance
Progress towards or completed CFA/investment qualification (highly preferred)
3-5 years’ experience within an asset management firm
Demonstrated understanding of core investment concepts
Systems: Bloomberg, Morningstar Direct
Key duties for the Investment Product Specialist
Mainly a person who understands investments and putting together presentations and marketing materials for the investment team (not client facing)
Coordinate and produce high-quality investment product materials such as fact sheets, presentations, and collateral while ensuring consistency across all regions.
Maintain and enhance marketing and communication materials used to support global distribution efforts for investment products.
Ensure all product-related content strictly adheres to relevant compliance and regulatory standards across jurisdictions.
Oversee the collation, validation, and presentation of investment data to support both internal reporting requirements and external communications.
Manage regular updates of product-related data across various platforms and systems with accuracy and timeliness as top priorities.
Respond promptly to ad hoc data requests and product comparison queries from internal stakeholders and distribution teams.
Support operational processes required for implementing and maintaining investment solutions including documentation preparation and platform readiness.
Assist in preparing governance activities such as meeting documentation, action tracking, and maintaining key operational records like contact lists and schedules.
Contribute to the development and launch of new investment products by preparing supporting materials and documentation aligned with regulatory requirements.
Work closely with global asset management teams to ensure alignment of messaging, data integrity, and consistency of materials across all regions.
Strong support function – on a marketing basis by compiling strong slide presentation packs
Data management – drive from data perspective
Compile Fun Facts sheets
Sit in investment team and gaining exposure to investment process
Part of investment committee
Line of sight how they implement their portfolio
Translate the above into Marketing materials
Understand what’s happening in the market and how we can bring it to life for the portfolio
Opportunity to collaborate with global and local team
Work on products and processes for UK business – great exposure
Key skills
Attention to detail – very NB!
Can talk investments / understands investments
Process oriented
Advanced proficiency in Microsoft Office applications – particularly Word, Excel, and PowerPoint – to create compelling reports and presentations.
Excellent organisational skills
Proven project management abilities
Driven, can take initiative
Apply via company website ( https://www.robertwalters.co.za/ ) or
www.robertwaltersafrica.com