Research and Investment Analyst

2 weeks ago


Cape Town, Western Cape, South Africa Network Recruitment Full time
Financial Analyst Position at ABC Company

Key Responsibilities:
  • Market Insights: Analyze, interpret, and share important market, investment, and industry information.
  • In-Depth Research: Conduct thorough research on local and international investment schemes, active and passive investing, and benchmark performance.
  • Thought Leadership: Create insightful articles, conduct engaging interviews, and deliver compelling presentations on various financial topics.
  • Portfolio Management: Assist in building portfolios and aligning investments with comprehensive financial planning.
  • Innovative Solutions: Understand and present alternative investments and smoothed products, such as life annuities and monthly bonus products.
  • Support Excellence: Offer top-tier support to intermediaries, business development, and distribution teams.
  • Tool Maintenance: Assist in maintaining proprietary research and investment tools.

Qualifications:
  • Relevant Financial Post Graduate Qualification
  • CFA Level 2 Minimum (CFA Level 3 Preferred)
  • 2-3 years experience in a retail financial environment/Asset manager research/Financial planning
  • Good knowledge of LISP products
  • Willingness to travel nationally
  • Valid driver's license


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