- Develop a deep understanding of the multi-asset team's models, fundamental research inputs, portfolio specific guidelines and objectives to determine implications for investment strategy
- Contribute to research and implementation of alternative risk and dynamic asset allocation across asset classes, such as equities, bonds, currencies, and commodities
- Review portfolio positioning across accounts and identify trades / rebalancing needs to bring portfolio into alignment with current strategy
- Perform ad-hoc research projects related to the market environment, portfolio design, and strategy implementation that will have a meaningful impact on portfolio decisions
- Provide data and communication support to business development and client group teams that explain our investment thesis and resulting portfolio positioning
- Studying towards CFA may be an advantage
- May have zero (i.e. graduate or postgraduate) to three years working experience within an investment or asset management environment. LISP or Unit Trust environment may be beneficial.
- Passion for investing with a strong desire to be an integral part of a multi-asset investment process
- An interpersonally engaging temperament comfortable interacting with individuals across the business and with clients and working in a fast-paced environment
- Highly analytical with an attention for detail
- Demonstrated history of taking initiative, anticipating needs of the team, working autonomously, and defining a path for personal development
- Ability to program and work with large data sets in any of the commonly used statistical packages (MATLAB and PYTHON experience not required, but an added advantage)
- South African Citizens only should apply
- Own transport required
-
Investment Analyst
6 days ago
Symbiotics Group Cape Town, South AfricaJob Location · Abous us · Symbiotics is the leading market access platform for impact investing, dedicated to private markets in emerging and frontier economies. The group offers investments, asset management and capacity building services. · Symbiotics Investments focuses on loa ...
-
Investment Analyst
4 days ago
RPO Recruitment Cape Town, South Africa**Responsibilities**: · - Examine and assess economic and market trends, earnings prospects, financial statements and various other indicators and factors to determine suitable investment strategies · - Look back at previous investment decisions and the thought process of making ...
-
Investment Analyst
1 week ago
DFM Global (Pty) Ltd Cape Town, South AfricaAs an Investment Analyst at DFM Global, you will play a crucial role in our tight-knit investment management team. This position is ideal for a young professional with a postgraduate degree and 1-2 years of market experience. The primary focus of the role will be on advisor inter ...
-
Investment Analyst
1 week ago
Boss Consult Cape Town, South AfricaMinimum requirement of a bachelor's degree which can be FAIS recognised. · - B.Com., B.Bus.Sci, B.Sc. (Maths, Accounting, Statistics, Finance, Engineering, Physics) or equivalent. · - Open to other tertiary qualifications depending on experience and evidence of quantitative abili ...
-
Investment Analyst
1 week ago
The Recruiters Cape Town, South Africa**Salary**: · - Cost to company of R30 000 to R45 000pm including risk cover of 3 x annual salary for life and disability · **Description**: · - Job summary · - One of our esteemed clients, being a leader in providing cost effective investment solutions, has an exciting vacancy f ...
-
Investment Analyst
14 hours ago
Rory Mackie & Associates Cape Town, South Africa**Overview**: · Our client is a high-profile Private Equity business, responsible for advising on core long-term strategic holdings and portfolio investments. They are looking to appoint an Investment Analyst, responsible for supporting the investment team and conducting detailed ...
-
Investment Analyst
6 days ago
BOSS Consult Cape Town, South AfricaGood Grades · Preferably technical degrees and ideally strong MM experience but general investment experience is a must. · MM - (Multi Manager/ Money Market) · Pay: R350 000,00 - R500 000,00 per year ...
-
Investment Portfolio Analyst
1 week ago
Khula Placements Cape Town, South Africa**Investment Portfolio Analyst** · R350k-R550k per annum depending on experience highly negotiable · Financial company seeks Investment Portfolio Analyst with minimum of 3 - 5 years' experience within the roll. · - Generation, interpretation and analysis of various analysis which ...
-
Investment Portfolio Analyst
14 hours ago
RisCura Cape Town, South AfricaPurpose of job: · Providing portfolio analytics services in relation to discretionary managed clients with a focus on unlisted investments · - Monitor and assess the incumbent managers alongside the portfolio management and investment research teams · - Ensure that drawdown sched ...
-
Investment Portfolio Analyst
1 day ago
Parvana Strategic Sourcing Cape Town, South Africa**Client Details**: · Our client holds a firm belief that their work goes beyond financial gains and numbers, recognising the impact of their actions on the lives and futures of those they serve. With a specialised focus on frontier and emerging markets and a passion for Africa a ...
-
Senior Investment Analyst
14 hours ago
Job Crystal Cape Town, South AfricaSenior investment analyst · Cape Town, WC Market Related · - Sector: Financial Services · - Posted: Tuesday, 5 September 2023Job Details · **Requirements**: · - Accounting/finance or maths/quants orientated degree - B.Com; B.Bus.Sci; or CA background, CFA or equivalent · - Must h ...
-
Investment Portfolio Analyst
4 days ago
RisCura Cape Town, South AfricaLOCATION · - Cape Town, South Africa · APPLICATION CRITERIA · - B.Com., B.Bus.Sci, B.Sc. (Maths, Accounting, Statistics, Finance, Engineering, Physics) or equivalent. · - Open to other tertiary qualifications depending on experience and evidence of quantitative abilities. · EXPER ...
-
Junior Investment Analyst
1 day ago
Nedbank Cape Town, South Africa**Job Classification** · - Job Family- Investment Banking/ International.- Career Stream- Investments · - Leadership Pipeline- Manage Self: Professional · **Job Purpose** · - The purpose of the role is to assist with the implementation of this business' investment philosophy thro ...
-
Graduate Investment Analyst
5 days ago
Conova Recruitment Cape Town, South Africa**Primary Responsibilities**: · To assist the portfolio managers in: · - Ad hoc tasks to optimise the portfolio managers time (40%). · - Portfolio cash management. · - Trade cycle management and implementation including pre and post trade compliance. · - Portfolio risk measuremen ...
-
Investment Analyst: Real Estate
6 days ago
Futuregrowth Cape Town, South Africa**FUTUREGROWTH ASSET MANAGEMENT IS RECRUITING** · We have an exciting opportunity available for an **Investment Analyst **in our Real Estate & · Agriculture team. · - Futuregrowth is also committed to transformation. A strong preference will be given to _ · **Investment Analyst** ...
-
Risk & Performance Analyst (Investments)
1 week ago
Asset Consultant Company Cape Town, South AfricaROLE DESCRIPTION: · This position is for a Risk and Performance Analyst with a respected Asset Consultant Company. · PURPOSE OF JOB: · Providing portfolio investment analysis and reporting services in relation to asset owners, asset managers and service providers · KEY RESPONSIBI ...
-
Senior/junior Investment Analyst
2 days ago
Oasis Group Holdings Pty Ltd. Cape Town, South Africa**Senior/Junior Investment Analyst -** · Qualification and Requirements · - Qualified CA (SA) (Passed Board Exams at 1st attempt) with B.Com Honours in Investment Finance or Accountancy (From a reputable University). · - 2-3 years of experience post articles within an Accountant ...
-
Leverage Finance/ Investment Analyst
14 hours ago
RMM Cape Town, South AfricaAn established financial organisation requires an organised and motivated Deal Origination & Investment Analyst looking to grow in leadership and make a difference through finance and impact investing. They are looking for a highly capable and commercially minded financial profes ...
-
Investment Fund Data Analyst
5 days ago
RecruitAGraduate Cape Town, South Africa**Job Information**: · Job Opening ID · ZR_1287_JOB · Hours of work · Full-time · Industry · Human Resources · Location Type · In Office · Salary · R R22 000 · Remuneration Term · Per Month · Province · Western Cape · City · Cape Town · Country · South Africa · - · **Responsibili ...
-
Investment Fund Data Analyst
5 days ago
Graduate Placements Cape Town, South Africa**Responsibilities**: · - Determine, monitor and report client data quality · - Managing data across global markets · - Ensure data is in a consistent format and in accordance with onboarding agreements · - Coordination with the customer success team to concentrate on common clie ...
Multi-Asset Investment Analyst - Cape Town, South Africa - Rory Mackie & Associates
Description
Our client is a financial service provider whose business manages Billions of Rands in assets under management, with a presence in South Africa and beyond.
Our client is seeking an analyst to work closely in a team with the Portfolio Managers, supporting the portfolio efforts for their multi-asset products.
If you are currently working within a LISP environment or a Unit Trust company and looking to get into investments/asset management as a Junior Investment Analyst, then this role is for you This opportunity will offer you the access and entry experience that you may be looking for.
Specific responsibilities include:
Requirements:
Degree or postgraduate degree in finance, accounting, maths or quantitative fields - post-graduate degree preferred. B.Bus.Sci; B.Com (Hons) etc.