Investment Analyst
2 weeks ago
-Introduction
Through our client-facing brands Metropolitan and Momentum, with Multiply (wellness and rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group, the group enables business and people from all walks of life to achieve their financial goals and life aspirations.
Role Purpose
The purpose of this role is to analyse South African and African private equity managers,
secondaries and co-investment opportunities and make recommendations and proposals to the
Alternative Investments Investment Committee.
Requirements
- Relevant degree
- CFA, CA or CAIA would be advantageous
- 2+ years' investment experience,,,
Duties & Responsibilities
- Analyse and maintain coverage of private equity managers, secondary opportunities and coinvestment
opportunities
- Review and maintain databases and valuation models
- Conduct investment due diligence on underlying managers
- Prepare investment committee proposals for primary, secondary and co-investment opportunities
- Manage the liquidity requirements of the various funds, manage the execution and
implementation of capital calls and distributions from underlying funds and direct investments
- Monthly performance reporting and preparation of quarterly reports to investors
- Keep abreast of the external environment in which the segment operates in
- Complete competitor analysis to assess the strengths and weaknesses of current and potential
competitors
- Analyse investment portfolios and financial instruments based on the outcomes and requirements
of the mandate and business requirements
- Projects short
- and long-term values of stock compared with historical evaluations relative to a
market index
- Provide research, analysis and insight to recommend approaches on the construction and
management of portfolios
- Using ongoing research make recommendations regarding the appropriate improvements on
solutions to ensure market dynamics are considered and effectively applied
- Create awareness of the OBI philosophy across MMI in order to foster greater understanding and
buy-in to the philosophy
- Ensure that the portfolio management and risk management processes are applied
- Foster effective working relationships and collaborate within the CoE, segments and external
stakeholders in order to identify opportunities for investments
- Monitor, measure, attribute and report on the performance of solutions to ensure the product is
managed relative to the outcome defined
- Assist with the analysis and explanation of performance variances
- Ensure asset allocation views are implemented and aligned according to the OBI view
- Build broad base financial models to support business decision making and determine potential
financial consequences of investment decisions
- Identify and develop independent research techniques to enhance research output.
- Build and maintain relationships with universe of managers
- Build and maintain relationship with external investors and internal stakeholders
- Acquire and share product, process and system knowledge
- Share trends and ideas with other colleagues
Competencies
- Manager and asset class research
- Due diligence and decision making
- Relationship management and networking skill
- External awareness
- Reporting and interpretation
- Teamwork and cooperation
- Interaction with Implementation, Operations, Finance and Tax
Policy
We are committed to Employment Equity, diversity and inclusion when recruiting internally and externally. All appointments are made in alignment to our Employment Equity goals and we encourage people with disabilities to apply.
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