1. Portfolio Strategy, Construction and Management
- Take full accountability for the performance, risk profile, and mandate compliance of assigned
fixed income portfolios.
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Lead end-to-end portfolio management, including asset allocation, security selection, trading,
rebalancing, and cash management.
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Construct and manage portfolios across the yield curve using a robust, research-driven
investment process.
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Position portfolios tactically to enhance returns while maintaining alignment to strategic asset
allocation and risk budgets.
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Ensure asset allocation views are consistently reflected and implemented across relevant
mandates.
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Utilise derivatives, where permitted by mandate, to enhance returns, manage risk, or protect
portfolio outcomes.
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Maintain oversight of portfolio adherence to mandates, regulatory requirements, and internal
investment governance standards.
2. Investment Research, Insight and Decision-Making
- Lead and contribute to in-depth analysis of South African and global fixed income markets,
macro-economic conditions, monetary policy, and credit dynamics.
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Develop, maintain, and enhance quantitative and qualitative models to support valuation, risk
analysis, and investment decisions.
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Identify key investment themes, opportunities, and risks with material impact on performance,
income, and capital preservation.
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Drive rigorous debate, challenge, and peer review within the Fixed Income team to strengthen
investment outcomes.
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Contribute to the ongoing development and refinement of the Fixed Income investment
philosophy and process.
3. Trading, Execution and Risk Management
- Oversee and actively participate in trading activity, ensuring best execution and effective
implementation of investment decisions.
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Engage with dealing desks and relevant stakeholders to manage trade limits, liquidity
considerations, and execution strategy.
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Monitor portfolio risk, diversification, and exposures at asset class and instrument level.
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Ensure consistent application of risk management frameworks, controls, and escalation
protocols.
4. Governance, Committees and Reporting
- Actively contribute to the House View Investment Committee, Asset Allocation Committee,
and other relevant forums.
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Implement committee decisions and house views across portfolios in a disciplined
and timely manner.
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Collate, analyse, and present investment insights, portfolio positioning, and market outlooks to
internal committees and senior stakeholders.
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Monitor portfolio performance and conduct detailed attribution analysis to explain outcomes
and inform future decisions.
5. Client, Stakeholder and Business Contribution
- Provide senior-level technical expertise and insight to support client engagement, sales, and
marketing initiatives.
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Engage with internal and external stakeholders to ensure clear communication of investment
strategy, positioning, and performance.
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Manage service delivery against agreed service level agreements and client expectations.
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Make recommendations to enhance client outcomes, fair treatment of clients, and overall
service quality.
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Represent the Fixed Income capability through industry engagement, networking, and
benchmarking to sustain competitive advantage.
6. Leadership, Collaboration and Culture
- Act as a senior contributor and mentor within the Fixed Income team, providing guidance,
support, and cover where required.
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Foster a collaborative, high-performance culture that encourages learning, innovation, and
accountability.
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Contribute to the strategic direction of the investment team and broader business.
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Drive innovation in investment approaches, tools, and processes to improve efficiency and
outcomes.
7. Operational Excellence and Continuous Improvement
- Identify opportunities to enhance operational efficiency and cost-effectiveness within area of
responsibility.
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Manage financial and other resources under control responsibly and in line with company
policies.
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Continuously upskill and remain current with industry developments, best practices, and
regulatory changes to remain future-fit.
