Discovery Corporate & Employee Benefits

Investment Servicing Specialist

About Discovery

Discovery’s core purpose is to make people healthier and to enhance and protect their lives. We seek out and invest in exceptional individuals who understand and support our core purpose, and whose own values align with those of Discovery. Our fast-paced and dynamic environment enables smart, self-driven people to be their best. As global thought leaders, Discovery is passionate about innovating to not only achieve financial success, but to ignite positive and meaningful change within our society.

About Discovery Corporate & Employee Benefits

Discovery Corporate and Employee Benefits is the first and only employee benefits provider to shape employee behaviour, creating healthier and wealthier workforces. It is an exciting business to be in as we reimagine the way retirement savings and life insuranceare brought to companies and employees.

Key Purpose of the role 

This role will focus on supporting the investment proposition within the Discovery Retirement Fund through reporting, servicing and operational excellence. The candidate will play a key role in ensuring accurate investment reporting, smooth servicing of clients and advisers and consistent delivery of our investment materials. The role is ideal for someone with an early investment experience who is looking to grow their client-facing and technical experience. The individual will report into the Investment Specialist and be an important contributor to the team’s ability to deliver best-in-class investment servicing.

Areas of responsibility may include but not limited to

1. Client and Adviser Servicing

• Coordinate and deliver investment-related sessions with clients, advisers and members
• Prepare and maintain investment feedback reports, performance attribution analysis and commentary
• Assist with responses to industry surveys and due diligence requests
• Support sales team with investment pricing and positioning, particularly for schemes <R100M
• Provide internal training to consultants and staff on investment basics and reporting

2. Stakeholder relationship management

• Build and manage relationships with internal and external stakeholders, including sales consultants, distribution teams, advisers and clients, to support business goals
• Collaborate with product, operations, marketing and communications teams to align stakeholder needs with product delivery and messaging
• Engage clients, Mancos and trustees to address concerns, manage expectations and maintain trust through clear and responsive communication

3. Data and Reporting

• Develop and maintain a centralised data repository of large funds on our platform and competitor intelligence
• Produce and distribute monthly performance reports across all investment portfolios to key stakeholders
• Oversee factsheet delivery, ensuring accuracy, timeline and data integrity
• Maintain and enhance core documentation including the Fund Intelligence Report and Discovery Investment Guide

4. Governance and Operations

• Manage RSC and EAC disclosures, updates and governance requirements
• Ensure TIC/TER calculations are accurate and maintained
• Handle ad hoc data requests and technical investment queries

Personal Attributes and Skills     

The successful candidate must demonstrate the following competencies:

• Demonstrates initiative and a proactive approach, with exceptional attention to detail and the ability to manage multiple tasks simultaneously excellent written and verbal communication skills
• Business Writing Skills
• Time-Management and Organizational Skills
• Collaborative team player, willing to support colleagues and contribute to a positive office environment.
• Committed to delivering outstanding customer service and ensuring client satisfaction.
• Building and maintaining professional relationships

Education and Experience

EMPLOYMENT EQUITY   
                             
The Company’s approved Employment Equity Plan and Targets will be considered as part of the recruitment process. As an Equal Opportunities employer, we actively encourage and welcome people with various disabilities to apply.