Investment Analyst

Let\u2019s Write Africa\u2019s Story Together Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this. Job Description Symmetry is a business in build mode, evolving, growing, and redefining what investment solutions should look like. The Investment Analyst will be responsible to support the discretionary model portfolio management process within a DFM/Wrap platform by ensuring accurate portfolio construction, analysis, implementation and oversight. The role focuses on maintaining robust investment models, assisting with client portfolio comparisons and ensuring all portfolio changes are executed correctly and in line with mandate guidelines. Key responsibilities will include amongst others the following: Portfolio Model Development Define and maintain model portfolios aligned to CPI+ targets and ASISA categories; apply Regulation 28 and platform-specific constraints. Portfolio & Manager Analysis Conduct detailed analysis of investment managers and portfolios, evaluating performance, risk-return characteristics, style consistency, and diversification to support robust investment decision-making. Compliance & Classification Maintain real-time compliance validation against ASISA and Regulation 28; ensure liquidity and suitability checks for retirement products. Portfolio Implementation & Rebalancing Execute model portfolio changes on Wrap platforms; apply drift-based rebalancing rules with transaction cost awareness. Performance Monitoring & Attribution Track performance vs CPI+ targets; attribute returns to SAA, TAA, manager alpha, and macro regime shifts; prepare advisor-facing dashboards and visuals. Quantitative Analysis & Optimisation Build return, volatility, and correlation matrices; develop Strategic Asset Allocation (SAA) using optimisation techniques (Mean-Variance, Black-Litterman); implement Tactical Asset Allocation (TAA) overlays based on macroeconomic regimes. Manager Selection & Blending: Screen managers using quantitative metrics (Sharpe, Sortino, downside deviation); blend managers to diversify alpha sources and manage tracking error. Performance Metrics Accuracy and timeliness of portfolio construction deliverables. Quality of client portfolio comparisons and actionable insights. Compliance adherence and successful implementation of model portfolios. Additional Responsibilities Conduct client portfolio comparisons and peer group analysis. Provide actionable insights to improve alignment with investment objectives. Support advisor queries on portfolio construction, performance, and compliance. These responsibilities offer an overview of the role and are not confined or restricted solely to what is listed. Qualifications And Experience Required Bachelor\u2019s degree in Finance, Investments, Economics, or related field. CFA or progress toward CFA designation preferred. 3–5 years\u2019 experience in investment analysis, portfolio construction, or asset management. Advanced analytical skills; proficiency in Excel, R, or Python. Strong understanding of multi-asset investing, risk management, and macroeconomic analysis. Familiarity with ASISA categories, Regulation 28, and South African investment landscape. Excellent communication and presentation skills. Skills Accounting Action Planning Analytics Software Budget Management Client Management Computer Literacy Data Classification Data Compilation Evaluating Information Numerical Aptitude Oral Communications Policies & Procedures Professional Presentation Competencies Business Insight Collaborates Communicates Effectively Decision Quality Ensures Accountability Financial Acumen Instills Trust Manages Complexity Education NQF Level 7 - Degree, Advance Diploma or Postgraduate Certificate or equivalent Closing Date 11 December 2025 , 23:59 The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question. The Old Mutual Story Seniority level Mid‑Senior level Employment type Full‑time Job function Finance and Sales #J-18808-Ljbffr