Associate Investment Analyst - Cape Town - Morningstar Credit Ratings, LLC

Morningstar Credit Ratings, LLC Cape Town

1 week ago

Accounting / Finance

Description

Associate Investment Analyst

Morningstar Investment Management is a global team with a shared mission to empower investor success by delivering outstanding investment results.

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

The Role:

This role involves 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.

A passion for investing, intellectual curiosity, and a commitment to our mission are essential for this role.

Key Responsibilities

Support portfolio managers to construct multi asset portfolios that are consistent with MIM's capital markets and manager research views.
Support portfolio managers to keep portfolios in structure by managing cashflows, rebalancing, and implementing changes in target weights.
Research third-party investment managers and maintain ongoing coverage of buy and approved list funds and strategies.
Support investment and client reporting activity, including written commentary on markets, funds, and portfolios.

Requirements

Postgraduate degree education in Mathematics / Statistics / Finance / Economics.
1 – 3 years investment and/or financial services experience preferred.
Strong quantitative skills with foundational coding abilities using Python and other programming languages.
Comfortable working in a high-performance environment with a desire for continuous learning.

Salary: R650,000 - R850,000 per annum

Location: Cape Town

Investment Analyst
3 days ago

MSP Staffing LTD Cape Town

Investment Analyst · We are seeking an experienced Investment Analyst to join our dynamic and fast-growing investment firm. · Key Responsibilities: · Assist in valuations and financial modelling · Analyze market trends and provide insights · Support deal sourcing and execution · ...
Investment Analyst
3 days ago

Hire Resolve Cape Town

Investment Analyst · We are seeking a talented and motivated Investment Analyst to join our team. · The successful candidate will be responsible for conducting research, analyzing financial data, and making recommendations for investment opportunities. · Responsibilities: · Condu ...
Investment Analyst
1 week ago

Set Consulting Cape Town

Investment Analyst · We are seeking an experienced Investment Analyst to join our team at a highly successful boutique investment firm in Cape Town. · Key Responsibilities: · Research and Analysis: Prepare individual company forecasts and valuations, review and analyse company an ...
Investment Analyst
12 hours ago

Boardroom Appointments Cape Town

Job Requirements · Bachelor's degree in Finance or a related field. Master's degree in Business Administration (MBA) preferred. · Work experience of 3-6 years in an investment bank, private equity, or venture capital fund, Big Three or Big Four accounting firms (valuation, due di ...
Investment and Quant Analyst
12 hours ago

Boardroom Appointments Cape Town

About the Job: Investment and Quantitative Analyst · As an Investment and Quantitative Analyst at , you will play a critical role in driving our investment decisions through data-driven insights and recommendations. · Key Responsibilities: · Compile and maintain extensive dataset ...
Crypto Investment Analyst
1 day ago

Token Metrics Cape Town

**Job Title:** Crypto Investment Analyst**Location:** Not specifiedAs a Crypto Investment Analyst, you will play a crucial role in identifying and evaluating emerging cryptocurrencies and Web3 projects with the potential for exponential returns.You will delve deep into the market ...
Investment Portfolio Analyst
3 days ago

CF Consulting Cape Town

Portfolio Analyst · Purpose of Job: · Collaborate with senior team members to provide meaningful analysis and support for portfolio management. · Offer portfolio analytics services for discretionary managed clients. · Monitor and assess incumbent and current managers, alongside p ...
Financial Investment Analyst
2 days ago

Performability Recruitment (Pty) Ltd Cape Town

Financial Analyst · We are seeking a detail-oriented and highly motivated individual to join our dynamic team. As a Financial Analyst, you will play a crucial role in ensuring accuracy and efficiency in investment services. · About the Role · Cost Calculation and Analysis: Accura ...
Associate Investment Analyst
3 days ago

Morningstar Cape Town

Morningstar Investment Management · ">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, fa ...
Investment Portfolio Analyst
3 days ago

Findojobs South Africa Wes-Kaap

Purpose of Job · Collaborate with senior team members to provide meaningful analysis and support for managing a suite of portfolios. Offer portfolio analytics services to discretionary managed clients, monitoring and assessing incumbent and current managers, investment research t ...
CA(SA) Investment Analyst
3 days ago

The Recruiters Cape Town

This is a rare opportunity to work with a prominent global asset/investment management entity, offering a substantial career advancement for the successful candidate. Based in Cape Town's southern suburbs, this role will be performed in-office. · Key Responsibilities: · Conduct t ...
Investment Analyst OM ESD Fund
1 week ago

Old Mutual Cape Town

Investment Analyst OM ESD Fund · We are seeking an Investment Analyst to join our Old Mutual Social Investment Cluster team, with the primary purpose of driving the implementation of the Enterprise Supplier Development (ESD) mandate. · Job Description · The successful candidate w ...
Financial Investment Analyst
1 week ago

Performability Recruitment Cape Town

We are seeking a detail-oriented Financial Analyst to join our team at {company}. If you have a passion for accuracy and a keen eye for detail, we want to hear from you. · Job Summary · In this role, you will play a crucial part in ensuring the accuracy and efficiency of our inve ...
Senior Property Analyst
3 days ago

OFAB Services (Pty) Ltd Cape Town

Senior Property Analyst · Our client is seeking a skilled Senior Property Analyst to join their team at the Cape Town-Bellville Offices. · Key Responsibilities: · Establish and maintain relationships with intermediaries and industry professionals to generate new business opportun ...
Junior Research Analyst
3 days ago

Arvo Cape Town

Job Title: Junior Research Analyst – Finance & Stock Market Focus · About the Company: · The company is a dynamic and rapidly growing business in the investments industry, committed to providing insightful, data-driven market analysis and innovative investment strategies. They ar ...
Technical Business Analyst
3 hours ago

PBT Group Cape Town

The Technical Analyst will work closely with Business Analysts and support Development by doing System Analysis on Incidents, Problems, and IT Projects. · Knowledge and Experience · A deep understanding of Investment and Life Products. · A deep understanding of South African Inve ...
Retail Business Development Manager
3 days ago

The Recruitment Council Cape Town

Job Title: Retail Business Development Manager · Location: Western Cape · Reports to: Head of Retail · Business Unit: Investment Management (Retail Division) · The Retail Business Development Manager will play a key role in driving the growth of the company's retail investment po ...
Commercial Real Estate Finance Analyst-UK
1 week ago

The Legends Agency Cape Town

Job Title: Commercial Real Estate Finance Analyst · Our client, a premier UK advisory firm specializing in commercial real estate finance, delivers bespoke financial solutions and strategic insights to commercial clients. · We are seeking an experienced Commercial Real Estate Fin ...
Client Relationship Manager
3 days ago

The Recruitment Council Cape Town

Job Title: Client Relationship Manager · Reporting Line: Operations Manager · Location: Steenberg, Tokai Business Unit: Investment Management · Purpose of the Role · The Client Relationship Manager is responsible for providing exceptional support and oversight in fund administrat ...
Portfolio Administrator
1 week ago

Conova Recruitment Cape Town

Key Responsibilities: · Daily updating of various spreadsheets, including tracking performance and cash movements. · Maintaining daily monitoring of corporate actions to stay informed about market changes. · Conducting quarterly rebalancing of trackers to ensure optimal portfolio ...