Investment Oversight Officer
3 weeks ago
The primary responsibility of this role is to oversee, document, and report on the investment performance of various portfolios and private equity holdings, ensuring compliance with relevant policies and procedures. This function is essential for the Standard Bank Group's Fiduciary Business Units operating in multiple jurisdictions, facilitating the fulfillment of their fiduciary duties. Additionally, the role involves providing oversight to guarantee the suitability of investment strategies and frameworks.
QualificationsEssential Qualifications
- Bachelor's Degree in Finance or Accounting
Required Experience
- 3-4 years of relevant experience in the financial services sector, ideally within international fiduciary or investment services.
- Experience or qualifications in Accounting, Trust Management, or Investments.
Core Outputs:
- Serve as the main liaison for third-party investment monitoring firms, fostering proactive engagement with relevant stakeholders.
- Maintain a comprehensive understanding of the investment strategies and performance metrics of leading asset managers.
- Provide guidance to Trust Relationship Administrators regarding investment inquiries from Asset Managers, Wealth Managers, or Clients, while clarifying that this is a non-advisory capacity.
- Stay informed about financial market conditions by participating in regular investment meetings and collaborating with Treasury.
- Manage relationships with key internal stakeholders, particularly Trust Administrators and Wealth Managers.
- Ensure the accuracy of the Nav system data for all non-real estate investments, which is vital for both internal and external reporting.
- Compliance Management
- Economic Analysis
- Performance Benchmarking
- Research and Analysis
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