Job Advert Summary

Who we are:

PPS Investments is part of the PPS Group, which for over 8 decades has been the trusted financial partner for graduate professionals in South Africa. Unlike a company that is listed on a stock exchange, PPS belongs to its members and operates under the ethos of mutuality. This means that qualifying members can exclusively share in the profits of the Group, through the unique PPS Profit-Share Account.

PPS Investments exists to create and grow the wealth of graduate professionals and their families to live the lives they want in a world worth living in. We offer diversified and flexible investment solutions that are mutually beneficial to our clients in the long run because we believe that success is better shared.

Purpose of the job:

This role is designed to enable the strategic positioning of the PPSI business, solutions and its funds. As the successful candidate, you will learn the fundamentals of how PPS Investments communicates its value proposition to the market while working closely with the positioning, product and investment teams. Your primary function will be to assist in preparing materials that help financial advisers, large aggregators and investors understand our platform, investment solutions and fund management. It provides a unique opportunity to build a foundation for a career in investments working closely to understand data, trends and providing insights.

This position is ideal for a recent graduate or individual in the early stages of their career with a keen interest in investments, who is eager to develop their analytical and communication skills in a dynamic environment.

Minimum Requirements

Ideal experience:

• 2 - 3 years of experience in the investment industry with a basic understanding of the LISP, DFM and Asset Management environments.

• Data analytics experience would be advantageous.

Ideal qualifications:

• Bachelor’s degree with a focus in investment management, economics and/ or finance.

Competencies and ideal personality attributes:

• Attention to detail

• Willing to take direction and able to work independently, demonstrating initiative

• Proactive and “can-do” attitude.

• Excellent communication skills

• Excellent time management skills

• The ability to thrive under pressure and meet tight deadlines

• Passion and interest in financial markets and industry

• The ability to analyse and interpret data

Systems knowledge:

• Microsoft Office – Proficiency in Excel and PowerPoint

• Power BI and Morningstar would be an advantage

Duties and Responsibilities

• Sales enablement

• Assist with due diligence process when loading new Management companies or unit trusts and collating due diligence requirements for external management companies

• Provide reporting and other ad hoc requests from Management companies and brokerages.

• Assist distribution with requests regarding positioning material.

• Provide support to internal departments on fund and positioning requests.

• Data Gathering and Presentation Assistance

• Assist the team in creating and updating PowerPoint presentations for various audiences, including clients, new business pitches, and internal staff updates.

• Perform monthly updates for all regularly used marketing and presentation materials to ensure data is current.

• Gather and format data for individual funds, including:

  • Asset allocation

  • Top 10 holdings

  • Performance data and graphs

• Ensure all materials are correctly branded and consistent with company standards.

• Work closely with the marketing and communication team to plan deliverables and distribute relevant content to specific audiences.

• Research and Content Support

• Together with the positioning team, assist with research on the asset management landscape including competitor analysis and industry trends.

• Work with the marketing team to enable the agreed activity for distribution. This includes assisting with the drafting and or editing of copy for social media posts, emails, and newsletters.

• You acknowledge that any information supplied to PPS is provided voluntarily and therefore constitutes unconditional, specific and voluntary consent to the processing of such information by PPS. Your personal information will be processed for facilitating your employment application with PPS including any statutory or regulatory compliance with which PPS must comply (where applicable) and for the legitimate interests of PPS and yourself, both during the recruitment process and thereafter. You may instruct PPS by written notice to cease the processing of your personal information at any time and, subject to the requirements of applicable South African law, request that PPS delete and/or de-identify such personal information.

• Based on the nature of our business, honesty and integrity are inherent requirements for our roles.

• All appointments are made in line with the Company's Employment Equity targets.