INVESTMENT ANALYST - CAPE TOWN

SUMMARY:
INVESTMENT ANALYST - CAPE TOWN

POSITION INFO:

Job Description: INVESTMENT ANALYST - CAPE TOWN

One of our esteemed clients, being a leader in providing cost effective investment solutions, has an exciting vacancy for the position of Investment Analyst. The main objective of this role is to evaluate the economic environment''s potential impact on the available range of solutions/portfolios, consistently track performance, and provide detailed reports with recommendations to enhance performance and align with investors'' objectives.

Key areas of responsibility:
Duties include, but are not limited to:

1. Performance Data Management

• Obtain performance data from various service providers
• Load and capture on relevant reporting systems within 3 (three) working days of receipt

2. Reporting

• Create performance reporting based on the available range of solutions/portfolios
• Conduct an attribution and performance analysis
• Share insights with relevant parties on an ongoing real time basis
• Obtain monthly fact sheets from various service providers and upload on work drive within 3 (three) working days of receipt
• Create monthly fact sheets and upload on work drive within 5 (five) working days after receipt of data

3. Management of Investment Solutions

• Monitor and analyse the local and global economic environment
• Develop and manage an asset allocation strategy
• Create and implement new solutions/portfolios
• Ongoing Management of Portfolios (including switches)
• Research and analyse existing and potential investments opportunities and/or fund managers
• Attend asset management and service provider presentations and provide feedback
• Conduct investment analysis for our prospect and client portfolios within 3 (three) working days of receipt
• Review and improve systems and processes
• Liaise with relevant stakeholders

4. Feedback & Communication

• Based on your research, compile and distribute monthly market overview reporting, due within 10 (ten) working days after month end
• Based on your research and Fund Manager commentary, compile and distribute detailed quarterly market and fund manager overview reporting, due within 1 month after quarter end
• Provide monthly performance feedback on various investment solutions
• Assist with investment related articles, topics for client communication
• Assist with any ad hoc feedback related to the investment management process
• Attend, present and make recommendations at investment committees and/or client feedback sessions

5. Qualifications

• Bachelor’s degree within Finance / Accounting / Economics / Investments
• Chartered Financial Analyst (CFA) or Chartered Investment Performance Measurement (CIPM) certification
• 3 – 5 years of working experience in same or similar role

6. Soft Skills Competencies

• Attention to detail
• Effective communication skills
• Deadline driven

Cost to company of R30 000 to R45 000pm including risk cover of 3 x annual salary for life and disability. All interested candidates to send their updated CV’s and cover letter in word format as well as their current/previous remuneration details to