Senior Institutional Investments Leader

Old Mutual South Africa

Cape Town

On-site

ZAR 3,500,000 - 6,000,000

Full time

3 days ago
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Job summary

Old Mutual South Africa is seeking a Head of Institutional Investments to lead investment outcomes for institutional multi-managed solutions, guiding portfolio construction, risk management and governance. The role partners closely with Product and Distribution to secure new business and retain assets, while upholding fiduciary duties and governance standards.

The candidate will manage senior investment professionals, articulate investment philosophy, and represent the firm to trustees, asset

Qualifications

  • Postgraduate qualification in Investments, Finance, Economics, Actuarial Science, Mathematics or related discipline.
  • Strong professional investment qualifications such as CFA, CAIA, actuarial qualification or CA(SA) preferred.
  • At least 15 years of relevant investment experience in institutional investment management, multi-management, investment consulting or portfolio solutions.

Responsibilities

  • Provide investment leadership and accountability for Symmetry's institutional multi-managed portfolio range.
  • Own investment positioning and outcomes within mandates and governance frameworks.
  • Ensure investment philosophy and processes are applied consistently across portfolios.
  • Contribute to strategic development of Symmetry's institutional investment proposition and competitiveness.

Skills

Action Planning
Adaptive Thinking
Requirements Analysis
Change Management
Client Management
Current State Assessment
Customer Service
Presenting Solutions
Prioritization
Legal Practices
Oral Communications
Policies & Procedures
Executing Plans

Education

Postgraduate qualification in Investments/Finance/Economics/Actuarial Science/Mathematics
CFA/CAIA/ actuarial CA(SA) qualification preferred

Job description

Old Mutual South Africa is seeking a Head of Institutional Investments to lead investment outcomes for institutional multi-managed solutions, guiding portfolio construction, risk management and governance. The role partners closely with Product and Distribution to secure new business and retain assets, while upholding fiduciary duties and governance standards.

The candidate will manage senior investment professionals, articulate investment philosophy, and represent the firm to trustees, asset

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