Senior Investment Analyst

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Job Description

The iTaukei Trust Fund Board (TTFB) was established by the Fiji government under an act of parliament in November 2004. The aim is to foster the advancement of indigenous Fijians and Rotumans by promoting initiatives that will better their standard of living, and enhance appropriate cultural traditions and values.

Senior Investment Analyst ensures the prudent management and growth of the investment portfolio for the TTFB. The Senior Investment Analyst is accountable to achieve the expected total return and within the risk profile set by the Board, with the objective of generating the revenue to support the funding of the iTaukei Trust Fund Board's legislated objectives. The role reports directly to the CEO.

Outcomes

Organisational Stakeholders
1. Investment strategies developed, implemented and effectively managed
TTFB investment portfolio grown yearly at agreed level Healthy liquidity ratios maintained Markets reviewed with Fund Managers on a regular basis Financial products researched, assessed with recommendations to CEO on investment strategy Local and international markets researched, assessed with recommendations to CEO on new opportunities or risks and investment strategy Awareness of industry/sectors performing/non-performing and emerging markets Excellent professional relationships with key informants, including the Reserve Bank, other investment organisations,  IMF, World Bank and the like. Annual Investment Unit budget developed, submitted and approved by CEO National, regional and international investment strategies are developed based on extensive consultation with CEO and brokers Investment policy is adopted and adhered to TTFB legislation reviewed and areas to support financial performance presented to CEO Retention policy to optimise spending on programs is established and implemented Strategies to optimise investment opportunities are developed based on competent analysis “Request for Proposals” (RFP) or “Expressions of Interest” (EOI) documents for major investment projects are prepared Due diligence report provided Mechanisms of investment in portfolio and cash management flow are consistently reviewed and revised accordingly Reports of existing investments and returns are thoroughly reviewed Appropriate action taken in consultation with the CEO Corrective measures implemented to overcome non-compliance and/or non-performance in a timely and professional manner Day-to-day management of relevant policy and implementation programs contained in the strategy in collaboration with CEO and stakeholders
2. Effective business initiatives supported
Business cases for new initiatives and markets result in innovative and successful initiatives for resource owners in partnership with TTFB New business successfully undertaken based on robust business cases produced Recommendations for promising new initiatives are effectively supported, including to the CEO and relevant Board sub-committee  targeted rates of return Robust financial forecasting models for business development delivered, with recommendations for action Cost benefit analyses undertaken as required TTFB business development performance monitored and reported in a timely fashion Business risks clearly identified and reported for decision-making
3. Risk is effectively managed through planning and mitigation strategies
TTFB operates within its regulatory and compliance framework at all times Investment risks are effectively managed in a timely manner Investment financial risks are identified and corrective mitigation strategies are implemented in a timely fashion Internal and external audit teams promptly assisted as required Annual Reports are produced in a timely and compliant fashion
4. Well-informed CEO and stakeholders
Advice on TTFB investment strategies provided to CEO Workshops and presentations are conducted to inform stakeholders of investment strategies Implementation action plan and time frame discussed Appropriate policies are developed to facilitate the implementation of the strategy in line with statutory and regulatory requirements, in consultation with CEO Periodic reports are thoroughly reviewed to ensure evidence-based decision-making Investments opportunities presented to the CEO are appropriate and feasible Effective risk management is ensured through timely and well-informed reports to CEO
5. Positive stakeholder relationships ensured
Professional business relationships with the Fund's lawyers, bankers, brokers, investment advisors and other interactions are effectively maintained Negotiations around potential investments and beneficiaries are respectfully carried out in compliance with TTFB policies, laws and regulations
6. Effective Human Capital Management
Self-development ensures up to date and strategic decision-making/recommendations Attendance at seminars/webinars ensures up to date awareness of the market Research using credible sources, such as the 'Big Four' economist briefings on projections and trends Annual work plan is prepared in accordance with set goals and targets Investment Analyst workplan is aligned through collaborative development of the planning Work is delegated appropriately and staff supported Development plans are provided, implemented and progress monitored Guidance is provided and individual growth is supported
7. Organisation's image and value demonstrated and promoted at all times
Collaboration with other teams in the organisation for the benefit of the organisation

Responsibilities - Critical Competencies

Competence	Description
Business
Strategic Development	Establish the strategic direction and steer the organisation towards its goals
Risk Management	Analyse and manage risk.
Planning	Deliver results by developing, reviewing or following a work plan, action plan or operational plan.
Systems and Procedures	Develop and/or apply procedures to assist the organisation achieve its goals.
Information Analysis	Make informed decisions by collecting and interpreting data and information
Business Performance	Manage the performance of the organisation.
Planning	Deliver results by developing, reviewing or following a work plan, action plan or operational plan.
Resource Management	Deliver results through the efficient and effective allocation and use of supplies , equipment and people.
Documentation	Communicate using formal business writing.
Communication	Exchange information through verbal communication
Customer
Customer Commitment	Demonstrate a commitment to customer service - both internal and external customers.
Commercial Focus	Optimize the commercial viability of the organisation.
Relationship Building	Build beneficial relationships with suppliers and stakeholders.
Customer Commitment	Demonstrate a commitment to customer service - both internal and external customers.
Promotion	Promote the value of the products/services offered by the organisation.
Quality Focus	Deliver quality.
Organisational Values	Display the organisation's image and value standards.
Social and Cultural Awareness	Respond respectfully and effectively to people of different cultural and social backgrounds.
People
Facilitation	Assist the progress of work ensuring its timely and effective completion.
Leadership	Utilise a leadership position to influence people and events and to increase performance.
Facilitation	Assist the progress of work ensuring its timely and effective completion.
Self-Management	Manage your priorities and objectives efficiently and effectively
Professional
Technical Strength	Demonstrate knowledge of a specialist discipline.
Financial Application	Apply financial principles and practices.
Mathematical Reasoning	Apply mathematical reasoning.
Compliance	Comply with relevant laws and the policies and procedures of the organisation.
Operational
Health and Safety	Establish and maintain a safe and healthy work environment.
Environment	Establish and maintain an environmentally friendly organisation

Qualifications

Qualification	Discipline	Notes
Preferred
Degree	Accounting and Finance	Chartered Accountant
Desirable
Higher Degree incl. Post Grad Cert or Dip	Accounting and Finance, Business and Management

Work Knowledge and Experience

1. A minimum of 10 years experience in a similar senior investment role managing a large mixed portfolio
2. Excellent written and oral communication and liaison skills
3. Ability to work credibly with investors and financing entities - private sector and institutions
4. Proven experience in investigating and assessing risk on investment opportunities at local, regional and international levels
5. Experience in consultations with the public and business sector
6. Demonstrated high level of professional communication skills with excellent verbal and written English together with excellent interpersonal skills

Requirements

Language Proficiency
Good interpersonal/communication skills
Knowledge of iTaukei and Rotuman culture and language
Excellent command of written and spoken English
Professional Associations
Member of Fiji Institute of Accountants
Regulatory Compliance Requirements
Police Clearance

Interactions

Interaction	Comments
Internal
Board's Investment Subcommittee
Investment Analyst
Senior Programme Specialist
Internal Auditors
Team
Chief Executive Officer
Business Analyst
External
Investment institutions
External Auditors
Investment Brokers
Lawyers
Other Consultants
Property Managers
Regulators
Statutory Authorities
Taxation Authority

Attributes

Attribute	Definition
Behavioural Styles
Detail oriented	Attends to the small elements of a task/activity, ensuring completeness and accuracy.
Innovative	Devises new and creative ways to do things comes up with original ideas.
Accountable	Assumes full responsibility for own actions and identifies with the success or failure of own part of the overall work/goal.
Integrity	Adherence to moral and ethical principles; soundness of moral character; honesty.
Resilient	Cope positively with stress and catastrophe. Bounces back from setbacks, mistakes or misfortunes.
Interpersonal Styles
Perceptive	Shows keen insight and understanding of issues or situations.
Forthright	Speaks out frankly without hesitation, showing a direct manner.
Realistic	Shows concern for facts and reality, rejecting the impractical.
Thinking Styles
Initiative	Takes action and makes decisions without the help or advice of other people.
Challenger	Queries, tests information/beliefs and provokes thought.
Decisive	Reaches conclusions, promptly and firmly.
Analytic	Able to separate things into their constituent elements in order to study or examine them, draw conclusions, or solve problems.
Holistic thinker	Considers issues/situations as a whole rather than analysing or dissecting the parts.
Numerate	Shows abilities in quantitative thought and expression.