Junior Research and Investment Analyst
2 weeks ago
Who we are?
Glacier by Sanlam brings together experts and respected financial services companies to meet clients' investment needs. We deliver investment services through specialist teams, partner with financial intermediaries and pride ourselves on our superior products and high-quality service. Our range of investment solutions assists in the creation and preservation of wealth. From fixed term investments to retirement saving solutions, each offering maintains world-class quality.
What you will do?
You will conduct research studies, analyze statistical data for sales forecasting, and product development.
What leads to success in this role?
The Junior Research and Investment Analyst focuses on fund research, investment support, client service, and sales support. Responsibilities also include investment reporting, business presentations, and administration tasks.
Key outcomes
The Junior Research and Investment Analyst is expected to achieve the following outcomes:
- Thorough manager research and performance analysis
- Glacier Research publications and reporting
- General investment research and market analysis
- Client service and intermediary support
- Investment information presentations
- Article writing on industry topics
- Maintenance of research tools
- Ad hoc projects
Qualifications and experience
- Relevant Honours Commerce qualification
- CFA Level 1 or equivalent
- Retail financial environment experience
- Proficiency in MS Excel, MS Word, Morningstar
- Economic principles knowledge
- Willingness to travel nationally
Competencies
- Client focus
- Cultivates innovation
- Collaboration
- Resilience
- Drive for results
- Critical thinking and decision-making skills
- Relationship Building
Attributes
- Positive attitude
- Team player
- Ability to work under pressure
- Honesty, integrity, and respect
- Self-starter with confidence
Qualification and Experience:
Degree or Diploma with a minimum of 3 years related experience.
Knowledge and Skills:
- Research studies
- Statistical analysis and reporting
- Administration
Personal Attributes
- Interpersonal savvy
- Decision quality
- Plans and aligns
- Business insight
Join us for a successful career
Build strong relationships with us. We support your career growth and personal development. Through our business clusters, we provide opportunities for advancement and success.
Core Competencies
- Innovation
- Customer focus
- Results-driven
- Collaboration
- Resilience
Turnaround time:
Shortlisting begins after the application deadline. Completion depends on your progress and managerial availability.
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