Investment Analyst

1 month ago

Sandton, South Africa Kamo Placements Full time
Job Advert Summary
  • 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 Requirements
Minimum Qualifications:
  • Relevant B degree qualification (B Com/ BAcc)
  • Advantageous if the qualification is relevant to investments
Minimum Experience:
  • Minimum 2 years in an investment environment.
Please note that preference will be given to people with disabilities.
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.
2. Financial & Statutory Reporting
  • 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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