Investment Research Analyst

Recruiter:

CA Financial Appointments

Job Ref:

52849

Date posted:

Wednesday, February 9, 2022

Location:

Cape Town, South Africa

Salary:

Market related

SUMMARY:
This role is responsible for providing an analysis and research function.

JOB DESCRIPTION:

Fantastic opportunity to join a respected and talented investment services team in Cape Town. This role is responsible for providing an analysis and research function. You'll be conducting research of investment products, asset managers and other providers in the investments space to support investment decisions. Role suits passionate young investment analyst who also ideally has a quantitative background and is FAIS compliant or working towards this.

Responsibilities:

Researching potential sources of new managers, collecting and collating asset manager information, assisting with shortlisting asset managers across asset classes.
Assisting with analysis and research as needed in preparation of investment meetings
Researching and identifying trends and areas of interest and present findings for consideration
Assist with input to the investment decision making committee
Assist with quantitative and qualitative portfolio analysis
Detailed portfolio analysis
Preparation and presentation of investment analytics in research meetings
Looking for opportunities to enhance the teams research tools, processes etc. and ensuring operation compliance is met as required

Requirements

Minimum of a commerce degree with majors in finance / accounting / economics or similar
Minimum of 1 - 2 years' asset management industry experience
Good base of technical investment knowledge, ideally with quantitative ability i.e. performance and risk calculations etc.
Ideally FAIS compliant or working towards it
Passionate about financial markets, with a good base of understanding of investment styles
MSOffice proficient, especially PowerPoint, Excel and Word
A good team player with excellent communication skills
Strong interpersonal skills
Highly analytical and numerate
Self-starter with a passion for research

Please note that if you have not heard from us within 2 weeks of your application, please consider it as unsuccessful for this particular role. Please do though continue to follow us online and apply for suitable opportunities.

NB! This job is now closed. You can apply for other jobs by uploading your CV.

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