Investment Analyst

2 weeks ago

Cape Town, Western Cape, South Africa Boss Consult Full time
Minimum 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 abilities.

Experience

  • 3 to 5 years of relevant experience in investments
  • Will be required to be a FAIS compliant representative or work towards obtaining that status

Purpose of job

  • Work in collaboration with more senior members of the team to offer meaningful analysis and support to successfully manage asuit of portfolios
  • Providing portfolio analytics services in relation to discretionary managed clients
  • Monitor and assess incumbent and current managers alongside the portfolio managers and investment research teams
  • Understands the construction of client portfolios and products that target different kinds of investment objectives
  • Ensure that portfolios are kept up to date on relevant systems and that Portfolio Managers instructions are executed accurately and in a timely manner
  • Analyse and monitor the exposures and risks around these portfolios on an ongoing basis.
  • Provide support to the Portfolio Management team

Other key relationships

  • Global Investment Committee
  • Asset Allocation Team
  • Manager Research
  • Research and Development team
  • Analysts responsible for reporting team

Key competencies

  • Understanding of macroeconomics
  • Portfolio construction and manager research experience beneficial
  • Pays attention to detail
  • Have an understanding of key risk, performance and attribution concepts
  • Safeguards integrity of sensitive client data
  • Deals with large quantities of portfolio and market data
  • Understanding of portfolio and instrument level information
  • Quick learner
  • Strong passion for investments
  • Strong analytical skills
  • Good time management, and able to manage deadlines
  • Able to work under pressure and multitask
  • Communicates clearly and politely, both verbally and in writing
  • Able to work independently but also be a team player
  • Uses initiative, is proactive and possesses problem solving skills
  • Willing to put in long hours when needed Problem solving / solutions focused ability and mindset
  • Flexibility and adaptability to ensure delivery of outputs and to ensure that a high quality standard is maintained at all times
  • Selfdriven, determined and motivated
  • Professionalism in all interactions
  • Positive attitude to learning, growing and getting things done
  • The nature of the job means that a high level of resilience and emotional maturity is required
  • Commitment to learning and development
  • Will embrace and live out RisCura's team culture
  • Strong working knowledge of Microsoft Excel
  • Use of Morningstar, Bloomberg, FactSet and programming languages like R, Python, Matlab advantageous.

Monthly/daily tasks

  • Generation, interpretation and analysis of various analysis which would be useful to the Portfolio Managers
  • Client report back presentation generation and checking
  • Communication with clients and responding to report queries
  • Monthly and quarterly retrieval, validation, reconciliation, analysis and preparation of data
  • Data interrogation and analysis
  • Develop an understanding of the market, risks and tools as well as systems used.
  • Aid in the construction and monitoring of portfolios
  • Understanding and regular monitoring of investment managers held in our products
  • Develop an understanding of all portfolios they work on
  • Client and internal report generation
  • Checking of reports generated by other Analysts
  • Interpretation and analysis of report results
  • Be able to present internally and externally
  • Aid in improving processes including automation efforts to improve efficiencies
  • Ad hoc analyses
  • Manual recalculation of some statistics

Job Types:
Full-time, Permanent

Pay:
Up to R500 000,00 per year

Education:

  • Bachelors (required)

Experience:

Investment Analyst: 3 years (required)

Location:

  • Cape Town, Western Cape (required)

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