Associate Investment Analyst

2 weeks ago

Cape Town, Western Cape, South Africa Morningstar Credit Ratings, Llc Full time

Associate Investment Analyst page is loaded Associate Investment Analyst Apply locations Cape Town time type Full time posted on Posted 5 Days Ago job requisition id AP Morningstar Investment Management Morningstar Investment Management 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, families, and communities. Our investment approach is guided by timeless investment principles, supported by deep research, and informed by behavioural science.

We collaborate on research and projects with our colleagues around the world, both within Investment Management and across the wider Morningstar group.

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


The Role:

We are looking for an Associate Investment Analyst to join our Multi Asset Portfolio Management team in Cape Town .

You will contribute to the success of our multi asset portfolios by supporting portfolio managers responsible for managing funds and platform based managed portfolios for clients of financial advisers.

You will also be involved in fund research and selection , fundamental asset class research , portfolio implementation, performance attribution and client reporting.

These activities are typically undertaken as part of a small team with a shared responsibility for the outcome.

Alongside these varied daily activities, you will contribute to longer term projects as we continually improve our investment methodologies and processes.

You will also take part in a structured learning and development programme as you progress towards becoming a great investor.

A passion for investing, intellectual curiosity and a commitment to our mission are essential for this role, alongside the knowledge, experience, skills and character necessary to be comfortable as part of a high performance team.

The role will report into MIM SA Head of Investments (Sean Neethling).
Job Responsibilities Research third-party investment managers for clients and deliver regular reports on these managers .
Assume responsibility for a portion of manager buy and approved lists covering one of more asset classes.

Support portfolio managers to construct multi asset portfolios that are consistent with MIM's capital markets and manager research views and aligned to Morningstar's investment principles .

Support portfolio managers to keep portfolios in structure by managing cashflows, portfolio rebalancing and implementing changes in target weights in a timely , cost effective and compliant manner.

Participate in discussions about capital markets, investment strategies and portfolio construction .

Contribute to the external profile for IM as a thought leadership brand through publications, media engagements, conference presentations and client meetings.

Support investment reporting activity, including written commentary on funds and portfolios.
Contribute to the relationship management with South African financial advisers.
Qualifications Comfortable working in a quantitative environment with a desire for continuous learning.
Independent minded with a desire to make high quality investment decisions.
Desire to work in a team-based environment and willingness to contribute to investment ideas .
A commitment to putting end investors first in all situations.
Familiarity with quantitative tools and techniques , with foundational coding abilities including Python and other programming languages.
1 – 3 years investment and / or financial services experience preferred.

Post graduate degree education in Finance / Economics / Mathematics / Statistics , with either completion of, or willingness to pursue, CFA studies preferred.

409_MIMSoAfrPtyLtd Morningstar Investment Management South Africa (Pty) Ltd Legal EntityMorningstar's hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week.

We've found that we're at our best when we're purposely together on a regular basis, at least three days each week.

A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you'll have tools and resources to engage meaningfully with your global colleagues.

About UsHow to Apply for a Job at Morningstar Step 1 When you find a position you're interested in, click the 'Apply' button.

Please fill out this form completely, attaching your resume and cover letter in the approved format. Read the job requirements carefully and make sure to attach writing or design samples as required.

Applicants must submit their resume and other information through our corporate website to be considered for a job at Morningstar.

No phone calls, please.
Step 2 You will receive an email notification to confirm that we've received your application.

Step 3 If you are called in for an interview, a representative from Morningstar will contact you to set up a date, time, and location.

Be prepared for a rigorous interview process.

To make sure you're a good fit for Morningstar and we're a good fit for you, we'll schedule time for you to meet with multiple staff members at all levels of the company.

Expect to return for multiple interviews as part of the process.

A representative from Morningstar will contact you with the results of your interview—either with a job offer or to let you know our plans for the position.

Applicants With Disabilities Who Need Accommodation Morningstar is committed to working with and providing reasonable accommodation to individuals with disabilities.

If, because of a medical condition or disability, you need a reasonable accommodation for any part of the employment process, please call or email
and let us know the nature of your request and your contact information.


Please note:
We only accept calls from applicants who need accommodation related to a disability. Please, no calls with unrelated questions or requests.

Please be sure to include the title and location of the open position you're interested in when you leave a message.


US Applicants:
Morningstar is an E-Verify program participant. Morningstar is strongly committed to creating and preserving equal opportunity for all employees and applicants.

We make all employment decisions—including recruitment, hiring, compensation, training, promotion, transfer, discipline, termination, and other personnel matters—without regard to race, color, ancestry, religion, sex, national origin, age, disability, protected veteran status, marital status, sexual orientation, genetic information, citizenship, gender identity and expression, parental status, or other legally protected characteristics or conduct.

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