Investment Analyst
2 months ago
- The Investment Analysts will assist the Senior Investment Manager in the implementation of the investment policy and investment
strategy. - Prepare investment performance monitoring and reporting.
- Prepare quarterly investment packs for Investment Steering Committee and Investment Committee.
- Assist with asset manager selection, appointment and monitoring.
- Monitoring and reconciling of companys investment accounting data.
- Conduct asset manager due diligence exercises and reporting.
- Assist company with ESG incorporation, responsible investment, and reporting.
- Assisting with Investment Statutory Reporting and Financials.
Minimum Qualifications:
- Relevant B degree qualification (B Com/ BAcc)
- Advantageous if the qualification is relevant to investments
- Minimum 2 years in an investment environment.
Duties and Responsibilities
1. Operational
- Compile data received from asset managers for reporting to Senior Investment Manager.
- Reconcile data received from Asset managers vs what is received from the bank.
- Monitoring of post-trade mandate compliance.
- Assist in the preparation of investment commentary for monthly reporting to internal stakeholders.
- Provide investment portfolio information to the Senior Investment Manager for the actuarial team.
- Populate data received from Actuarial department on market performance indicators on a monthly basis for investment workings.
- Assist in the preparation of monthly investment reports.
- Assist Investment Manager in the preparation of investment performance packs for Investment Steering Committee and Investment Committee.
- Maintain relationships with service providers for outsourced functions such as asset managers, asset consultants, investment administrators.
- Resolving any investment related queries with, asset Managers, asset consultants, investment administrators.
- Consolidating, monitoring, and analysing investment data.
- Reporting on companys investment portfolio and performance and Identification of investment risks and opportunities.
- Assisting the Head of investments with ad-hoc activities.
- Monitoring and Reporting of Investment Performance Reporting using StatPro Revolution.
- Monitoring of financial markets using Bloomberg.
- Daily Compilation of Asset managers data and calculation of Assets Under Management (AUM).
- Monthly and Quarterly investment reconciliations.
- Month end Investment journals.
- Monthly invoices
- Compliance and Variance/Cash report
Application Questions
Do you have the relevant B degree qualification (B Com/ BAcc) ?
Do you have the minimum 2 years experience in an investment environment?
Do you have experience in the Non-life / Short term insurance industry?
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