Introduction<\/p>\n
\tThis 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.
\n\tYou will be at the heart of product innovation and content creation, ensuring consistency, compliance, and quality across multiple jurisdictions.<\/p>\n
Key qualifications and experience for the Investment Product Specialist<\/p>\n
\tDegree in Finance
\n\tProgress towards or completed CFA\/investment qualification (highly preferred)
\n\t3-5 years\u2019 experience within an asset management firm
\n\tDemonstrated understanding of core investment concepts
\n\tSystems: Bloomberg, Morningstar Direct<\/p>\n
Key duties for the Investment Product Specialist<\/p>\n
Mainly a person who understands investments and putting together presentations and marketing materials for the investment team (not client facing)<\/p>\n
\tCoordinate and produce high-quality investment product materials such as fact sheets, presentations, and collateral while ensuring consistency across all regions.
\n\tMaintain and enhance marketing and communication materials used to support global distribution efforts for investment products.
\n\tEnsure all product-related content strictly adheres to relevant compliance and regulatory standards across jurisdictions.
\n\tOversee the collation, validation, and presentation of investment data to support both internal reporting requirements and external communications.
\n\tManage regular updates of product-related data across various platforms and systems with accuracy and timeliness as top priorities.
\n\tRespond promptly to ad hoc data requests and product comparison queries from internal stakeholders and distribution teams.
\n\tSupport operational processes required for implementing and maintaining investment solutions including documentation preparation and platform readiness.
\n\tAssist in preparing governance activities such as meeting documentation, action tracking, and maintaining key operational records like contact lists and schedules.
\n\tContribute to the development and launch of new investment products by preparing supporting materials and documentation aligned with regulatory requirements.
\n\tWork closely with global asset management teams to ensure alignment of messaging, data integrity, and consistency of materials across all regions.
\n\tStrong support function – on a marketing basis by compiling strong slide presentation packs
\n\tData management – drive from data perspective
\n\tCompile Fun Facts sheets
\n\tSit in investment team and gaining exposure to investment process
\n\tPart of investment committee
\n\tLine of sight how they implement their portfolio
\n\tTranslate the above into Marketing materials
\n\tUnderstand what\u2019s happening in the market and how we can bring it to life for the portfolio
\n\tOpportunity to collaborate with global and local team
\n\tWork on products and processes for UK business – great exposure<\/p>\n
Key skills<\/p>\n
\tAttention to detail \u2013 very NB!
\n\tCan talk investments \/ understands investments
\n\tProcess oriented
\n\tAdvanced proficiency in Microsoft Office applications – particularly Word, Excel, and PowerPoint – to create compelling reports and presentations.
\n\tExcellent organisational skills
\n\tProven project management abilities
\n\tDriven, can take initiative<\/p>\n
Apply via company website ( https:\/\/www.robertwalters.co.za\/ ) or<\/p>\n
www.robertwaltersafrica.com<\/p>\n
<\/p>\n","protected":false},"author":2,"featured_media":0,"template":"","meta":{"_promoted":"","_job_location":"","_application":"http:\/\/www.robertwaltersafrica.com","_company_name":"Robert Walters","_company_website":"https:\/\/www.robertwalters.co.za\/","_company_tagline":"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\u2019s 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\u2019s 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\u2019re 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","_company_twitter":"","_company_video":"","_filled":0,"_featured":0,"_remote_position":0,"_job_salary":"","_job_salary_currency":"","_job_salary_unit":""},"job_listing_region":[11],"job-types":[12],"class_list":{"0":"post-15659","1":"job_listing","2":"type-job_listing","3":"status-expired","4":"hentry","5":"job_listing_region-gauteng","7":"job-type-full-time"},"jetpack_sharing_enabled":true,"_links":{"self":[{"href":"https:\/\/jobs.dataaxisnode.com\/southafrica\/wp-json\/wp\/v2\/job-listings\/15659","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/jobs.dataaxisnode.com\/southafrica\/wp-json\/wp\/v2\/job-listings"}],"about":[{"href":"https:\/\/jobs.dataaxisnode.com\/southafrica\/wp-json\/wp\/v2\/types\/job_listing"}],"author":[{"embeddable":true,"href":"https:\/\/jobs.dataaxisnode.com\/southafrica\/wp-json\/wp\/v2\/users\/2"}],"wp:attachment":[{"href":"https:\/\/jobs.dataaxisnode.com\/southafrica\/wp-json\/wp\/v2\/media?parent=15659"}],"wp:term":[{"taxonomy":"job_listing_region","embeddable":true,"href":"https:\/\/jobs.dataaxisnode.com\/southafrica\/wp-json\/wp\/v2\/job_listing_region?post=15659"},{"taxonomy":"job_listing_type","embeddable":true,"href":"https:\/\/jobs.dataaxisnode.com\/southafrica\/wp-json\/wp\/v2\/job-types?post=15659"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}