Investment Analyst

2 weeks ago


Cape Town, Western Cape, South Africa Old Mutual Full time

Description

This position involves researching, analyzing, and providing relevant information to make recommendations on alternative investments. The role is responsible for achieving results through individual efforts.

The position is within the Shareholder Investment Strategy team under Group Balance Sheet Management (GBSM). It mainly focuses on implementing the OML Strategic Asset Allocation (SAA) framework across the Group to enhance risk-adjusted returns on shareholder assets.

Key Result Areas

  • Support the roll-out of the SAA framework across all Group subsidiaries
  • Revise and implement investment mandates
  • Identify and execute investment strategies
  • Track investment performance and set benchmarks, targets, and risk limits
  • Conduct supporting analytics for evaluating new investment opportunities
  • Monitor investment opportunities locally, across Africa, and overseas
  • Assist with asset manager due diligence, selection, and monitoring
  • Prepare investment reports for relevant committees
  • Analyze investment ideas for tactical deviations from the SAA to enhance shareholder value creation
  • Stay updated on investment industry developments and portfolio structuring techniques
  • Offer investment guidance and mandate support to other African business units
  • Provide investment and ad hoc reporting to various committees
  • Understand and align with the Group's capital management framework for efficient investment risks

Requirements, Qualifications, and Experience

  • Actuary / CA / CFA / MBA / Other relevant post-graduate degree
  • Minimum 5 years of relevant experience in investment reporting and management
  • Technical expertise required
  • Strong background in investment reporting and back-office operations
  • Strong collaboration skills with stakeholders
  • Experience in fund management or portfolio management is advantageous

Skills

Capital Management, Investments, Stakeholder Management

Education

Bachelor's Degree (Required)

Closing Date

09 June 2024


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