Junior Investment Analyst

Recruiter:

Candidate Connect

Job Ref:

675542283

Date posted:

Tuesday, February 8, 2022

Location:

Cape Town, South Africa

SUMMARY:
-

JOB DESCRIPTION:

Seeking a highly motivated individual to provide support to the senior analysts and management team of a boutique, high net worth, private wealth company.

Requires a high level of attention to detail, superior communication skills and able to work well within a collaborative team approach.

This roles is based in Cape Town.

Key job functions, duties and responsibilities:

Reporting: preparing, populating, reviewing and developing client reports; updating market performance data sheets; monitoring client performance.
Research & Analysis: fund performance review; company research; analysis of investment opportunities and presenting findings in well-structured report.
Fund Manager Research: sourcing and maintenance of Fund Manager data; updating data for monthly meetings; due diligence.
Client Strategy Management: assisting in the general oversight and management of client strategies; formulating and drafting recommendations; assist with client queries and participate in meetings

Required skills and personal attributes:

Business degree: B.Com/B.Bus.Sci in Financial Analysis and Portfolio Management
Progress towards CFA beneficial.
1-3 years experience in Financial Services, in particular with FAIS
Highly analytical
Attention to detail
Commitment to client service

You understand and accept that, by applying for this role, you authorise Candidate Connect to obtain your personal information and utilise said information for recruitment purposes for this role. Your information will be stored on our database. Should you wish for us to remove any personal information from our database, please contact us at Your data will not be used for any unsolicited marketing purposes, and will not be transferred to any third parties without your direct consent.

Please note that if you do not receive a response from us within 2 weeks of your application, please consider it as unsuccessful for this particular role – thank you.

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

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