Investment Analyst X2 - Sandton, South Africa - Sasria

Sasria
Sasria
Verified Company
Sandton, South Africa

1 week ago

Thabo Mthembu

Posted by:

Thabo Mthembu

beBee Recruiter
Description
Closing Date

  • 2024/05/1 Reference Number
  • SAS
  • Job Title


  • Investment Analyst x

  • Job Type
  • Permanent
  • Division
  • Finance
  • Department
  • Investment Managements
  • EE Occupational Levels
  • Level 4 & 5: Skilled, Technical and Academically Qualified


  • Location

  • Town / City
  • Sandton


  • Location

  • Province
  • Gauteng


  • Location

  • Country
  • South Africa
  • Job Advert Summary
  • The Investment Analysts will assist the Senior Investment Manager in the implementation of the investment policy and investment
strategy.

  • Prepare investment performance monitoring and reporting.
  • Prepare quarterly investment packs for Investment Steering Committee and Investment Committee.
  • Assist with asset manager selection, appointment and monitoring.
  • Monitoring and reconciling of Sasria's investment accounting data.
  • Conduct asset manager due diligence exercises and reporting.
  • Assist Sasria with ESG incorporation, responsible investment, and reporting.
  • Assisting with Investment Statutory Reporting and Financials.
  • Minimum Requirements

Minimum Qualifications:


  • Relevant B degree qualification (B Com/ BAcc)
  • Advantageous if the qualification is relevant to investments

Minimum Experience:


  • Minimum 2 years in an investment environment.

Please note that preference will be given to people with disabilities.

Responsibilities**:


1. Operational

  • Compile data received from asset managers for reporting to Senior Investment Manager.
  • Reconcile data received from Asset managers vs what is received from the bank.
  • Monitoring of posttrade mandate compliance.
  • Assist in the preparation of investment commentary for monthly reporting to internal stakeholders.
  • Provide investment portfolio information to the Senior Investment Manager for the actuarial team.
  • Populate data received from Actuarial department on market performance indicators on a monthly basis for investment workings.
  • Assist in the preparation of monthly investment reports.
  • Assist Investment Manager in the preparation of investment performance packs for Investment Steering Committee and Investment Committee.
  • Maintain relationships with service providers for outsourced functions such as asset managers, asset consultants, investment administrators.
  • Resolving any investment related queries with, asset Managers, asset consultants, investment administrators.
  • Consolidating, monitoring, and analysing investment data.
  • Reporting on Sasria's investment portfolio and performance and Identification of investment risks and opportunities.
  • Assisting the Head of investments with adhoc activities.
  • Monitoring and Reporting of Investment Performance Reporting using StatPro Revolution.
  • Monitoring of financial markets using Bloomberg.

2. Financial & Statutory Reporting

  • Daily Compilation of Asset managers data and calculation of Assets Under Management (AUM).
  • Monthly and Quarterly investment reconciliations.
  • Month end Investment journals.
  • Monthly invoices
  • Compliance and Variance/Cash report
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