Investment Manager OMSA

Manages assets and heads up one or more product lines, e.g. fixed income, equity, foreign exchange, institutional funds, credit research.

Monitors domestic and international situations
Analyses effect on investment to ensure successful management of portfolio.
A technical role with a degree of managerial responsibility.
Full accountability for all the facets of the business, incl.: profitability of the business (bottom line responsibility), development and implementation of the business plan, distribution, delivery of gross and net sales; growth of market share.
Sets strategic direction for the Business
Manages internal and external stakeholder relationships, incl. FSB, trustees, and distribution partners.
Manages outsourced contracts and relationships
Represents the business on and influences industry bodies
Ensures the management of overall expenses
Ensures operational effectiveness across all areas
Driving process improvements through the business, with an emphasis on increased efficiency, exceptional customer service and staff development
Full responsibility for the public image of the business, its relationships with clients, stakeholders and the broader business
Build strong relationships with external parties such as distribution partners, regulators and outsourced service providers
Ensure that all contracts, policies and processes are in place to ensure that the entire business is compliant with any regulatory as well as any group requirements
Accountable for setting IT direction in own area of control.
Responsible for all governance forums in OMUT (i.e. OMUT ExCo, Risk, Compliance, etc)

Asset Management

Manages assets and heads up one or more product lines e.g. fixed income, equity, foreign exchange, institutional funds.
Market Analysis
Monitors domestic and international situations.
Analyses effect on investment to ensure successful management of portfolio.

Team Effectiveness

Individually accountable for other’s time, tasks and output quality, for periods of up to a year.
Balances own priorities with directing and motivating others.
Plans and assigns work over applicable period.
Guides and directs staff to achieve operational excellence standards.
Creates a climate for optimal performance.
Manages performance.
Selects potential staff to sustain customer / client service delivery

Relationship Building

Builds and maintains relationships with corporate clients.
Builds and maintains relationships with Investment Manager (OMIG, OM Multi Managers, Adviceworx, Future Growth).

Vendor & Contract Management

Manages service level agreements with Distribution.
Manage Investment Management agreements with OM Multi-Managers and other parties (i.e. Adviceworx and Future Growth).

Managerial Responsibility

Small number of direct reports.
Will have to work with people in functional business lines (i.e. matrix structure), stakeholders across various businesses, both internal and external.
Stakeholder management of numerous external stakeholders / partners / providers: FSB, ASISA, External LISPs, Curo (asset admin), External Trustee companies (both local and offshore), numerous asset managers managing the OMUT funds (both local and offshore), etc.
Need excellent stakeholder relationship management skills, negotiation skills, delivery through others.

Influencing & Collaboration with Stakeholders

Negotiations with providers / partners (see size of contracts below);
Frequent negotiations with local regulator (FSB), also engagement with external regulators for offshore funds; engagement with ASISA, business represented on numerous ASISA committees.

Job Requirements

Employers