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    • Associate Investment Analyst - Cape Town - Morningstar

    Morningstar
    Morningstar Cape Town

    1 week ago

    Default job background
    Description

    Morningstar Investment Management

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    Morningstar Investment Management (MIM) is a diverse global team with a shared mission to empower investor success by delivering outstanding investment results. By helping investors meet their goals, we believe we can build up individuals, families, and communities.

    Our investment approach is guided by timeless investment principles, supported by deep research, and informed by behavioural science. We collaborate on research and projects with our colleagues around the world, both within Investment Management and across the wider Morningstar group.

    We are committed to continuous learning and high ethical standards, placing the needs of our investors first in everything we do.

    The Role:

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    We are seeking an Associate Investment Analyst to join our Multi Asset Portfolio Management team in Cape Town. As a key member of our team, you will contribute to the success of our multi-asset portfolios by supporting portfolio managers responsible for managing funds and platform-based managed portfolios for clients of financial advisers.

    You will be involved in fund research and selection, trading, portfolio implementation, performance attribution, and client reporting. Alongside these daily activities, you will also contribute to longer-term projects as we continually improve our investment methodologies and processes.

    A passion for investing, intellectual curiosity, and a commitment to our mission are essential for this role, alongside the knowledge, experience, skills, and character necessary to be comfortable as part of a high-performance team.

    Job Responsibilities

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    • Support portfolio managers to construct multi-asset portfolios that align with MIM's capital markets and manager research views and adhere to Morningstar's investment principles.
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    • Assist portfolio managers in maintaining portfolio structure by managing cashflows, rebalancing, and implementing changes in target weights in a timely, cost-effective, and compliant manner.
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    • Support portfolio managers in monitoring portfolio drifts and performing risk and attribution analysis.
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    • Research third-party investment managers, update and present quarterly reports, and maintain ongoing coverage of buy and approved list funds and strategies.
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    • Support investment and client reporting activity, including written commentary on markets, funds, and portfolios.
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    • Contribute to the external profile for MIM as a thought leadership brand through publications and media engagement.
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    • Develop relationships with South African financial advisers.
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    Qualifications

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    • Postgraduate degree education in Mathematics / Statistics / Finance / Economics, with either completion of, or willingness to pursue, CFA studies preferred.
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    • 1 – 3 years investment and/or financial services experience preferred.
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    • Strong quantitative skills with foundational coding abilities using Python and other programming languages.
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    • Comfortable working in a high-performance environment with a desire for continuous learning.
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    • Independent-minded with demonstrable evidence of passion for investments and capital markets.
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    • Desire to work in a team-based environment and willingness to contribute to investment ideas.
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    • A commitment to putting end investors first in all situations.
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    Morningstar offers a hybrid work environment, allowing you to work remotely and collaborate in-person each week. A range of other benefits are also available to enhance flexibility as needs change.

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    Estimated Salary: R600,000 - R900,000 per annum.

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