Investment Analyst

4 days ago

Cape Town, South Africa Boss Consult Full time

Minimum requirement of a bachelor’s degree which can be FAIS recognised.
- B.Com., B.Bus.Sci, B.Sc. (Maths, Accounting, Statistics, Finance, Engineering, Physics) or equivalent.
- Open to other tertiary qualifications depending on experience and evidence of quantitative abilities.

**Experience**
- 3 to 5 years of relevant experience in investments
- Will be required to be a FAIS compliant representative or work towards obtaining that status

**Purpose of job**
- Work in collaboration with more senior members of the team to offer meaningful analysis and support to successfully manage asuit of portfolios
- Providing portfolio analytics services in relation to discretionary managed clients
- Monitor and assess incumbent and current managers alongside the portfolio managers and investment research teams
- Understands the construction of client portfolios and products that target different kinds of investment objectives
- Ensure that portfolios are kept up to date on relevant systems and that Portfolio Managers instructions are executed accurately and in a timely manner
- Analyse and monitor the exposures and risks around these portfolios on an ongoing basis.
- Provide support to the Portfolio Management team

**Other key relationships**
- Global Investment Committee
- Asset Allocation Team
- Manager Research
- Research and Development team
- Analysts responsible for reporting team

**Key competencies**
- Understanding of macroeconomics
- Portfolio construction and manager research experience beneficial
- Pays attention to detail
- Have an understanding of key risk, performance and attribution concepts
- Safeguards integrity of sensitive client data
- Deals with large quantities of portfolio and market data
- Understanding of portfolio and instrument level information
- Quick learner
- Strong passion for investments
- Strong analytical skills
- Good time management, and able to manage deadlines
- Able to work under pressure and multi-task
- Communicates clearly and politely, both verbally and in writing
- Able to work independently but also be a team player
- Uses initiative, is pro-active and possesses problem solving skills
- Willing to put in long hours when needed Problem solving / solutions focused ability and mindset
- Flexibility and adaptability to ensure delivery of outputs and to ensure that a high quality standard is maintained at all times
- Self-driven, determined and motivated
- Professionalism in all interactions
- Positive attitude to learning, growing and getting things done
- The nature of the job means that a high level of resilience and emotional maturity is required
- Commitment to learning and development
- Will embrace and live out RisCura’s team culture
- Strong working knowledge of Microsoft Excel
- Use of Morningstar, Bloomberg, FactSet and programming languages like R, Python, Matlab advantageous.

**Monthly/daily tasks**
- Generation, interpretation and analysis of various analysis which would be useful to the Portfolio Managers
- Client report back presentation generation and checking
- Communication with clients and responding to report queries
- Monthly and quarterly retrieval, validation, reconciliation, analysis and preparation of data
- Data interrogation and analysis
- Develop an understanding of the market, risks and tools as well as systems used.
- Aid in the construction and monitoring of portfolios
- Understanding and regular monitoring of investment managers held in our products
- Develop an understanding of all portfolios they work on
- Client and internal report generation
- Checking of reports generated by other Analysts
- Interpretation and analysis of report results
- Be able to present internally and externally
- Aid in improving processes including automation efforts to improve efficiencies
- Ad hoc analyses
- Manual recalculation of some statistics

**Job Types**: Full-time, Permanent

Pay: Up to R500 000,00 per year

**Education**:

- Bachelors (required)

**Experience**:

- Investment Analyst: 3 years (required)

**Location**:

- Cape Town, Western Cape (required)

  • Investment Analyst

    2 weeks ago

    Cape Town, South Africa FROGG Recruitment Full time

    **Investment Analyst Durbanville Cape Town** Our Asset Management Investment Client in Tygervalley Durbanville Cape Town is looking for a well-experienced Investment Analyst with 5 years plus experience. You need mid-market fund experience. To supply administrative, procedural, and risk management support to the entire Fixed Interest team and assist with...

  • Investment Analyst

    3 weeks ago

    Cape Town, South Africa Wenz Recruitment Full time

    INVESTMENT ANALYST **Responsibilities**: - Research and analyse existing and potential investments and investments opportunities. - Monitor and report on performance of multi-manager portfolios. - Develop and manage asset allocation models. - Develop and maintain portfolio risk management systems. - Analyse and assess the economic environment and its...

  • Investment Analyst

    2 weeks ago

    Cape Town, Western Cape, South Africa FROGG Recruitment Full time

    Investment Analyst Durbanville Cape TownOur Asset Management Investment Client in Tygervalley Durbanville Cape Town is looking for a well-experienced Investment Analyst with 5 years plus experience. You need mid-market fund experience. To supply administrative, procedural, and risk management support to the entire Fixed Interest team and assist with the...

  • Risk Analyst

    2 weeks ago

    Cape Town, South Africa Bright City Talent Full time

    The INVESTMENT RISK ANALYST will form part of the Investment risk team in South Africa, responsible for quantifying and providing insights into the investment risks inside portfolios with a focus on fixed income or multi-asset portfolios. The Risk Analyst will be also do day-to-day risk reporting for specific investment teams and portfolios; and solve...

  • Risk Analyst

    4 weeks ago

    Cape Town, South Africa Bright City Talent Full time

    The INVESTMENT RISK ANALYST will form part of the Investment risk team in South Africa, responsible for quantifying and providing insights into the investment risks inside portfolios with a focus on fixed income or multi-asset portfolios. The Risk Analyst will be also do day-to-day risk reporting for specific investment teams and portfolios; and solve...

  • Risk Analyst

    1 month ago

    Cape Town, South Africa Bright City Talent Full time

    The INVESTMENT RISK ANALYST will form part of the Investment risk team in South Africa, responsible for quantifying and providing insights into the investment risks inside portfolios with a focus on fixed income or multi-asset portfolios. The Risk Analyst will be also do day-to-day risk reporting for specific investment teams and portfolios; and solve...

  • Investment Analyst

    2 weeks ago

    Cape Town, Western Cape, South Africa CA Financial Appointments Full time

    Join Our Team as an Investment Analyst at an Award-Winning Investment Boutique!Are you a dynamic young finance professional ready for an exciting opportunity? Our client, an award-winning investment boutique serving South Africa and global markets, is looking for top talent like you to join their team as an Investment Analyst. This role offers a great...

  • Investment Analyst

    2 weeks ago

    Cape Town, Western Cape, South Africa Symbiotics Group Full time

    Job LocationAbous usSymbiotics is the leading market access platform for impact investing, dedicated to private markets in emerging and frontier economies. The group offers investments, asset management and capacity building services.Symbiotics Investments focuses on loan origination and bond issuance. It currently employs 100 people and is headquartered in...

  • Investment Analyst

    2 months ago

    Cape Town, South Africa RPO Recruitment Full time

    **Responsibilities**: - Examine and assess economic and market trends, earnings prospects, financial statements and various other indicators and factors to determine suitable investment strategies - Look back at previous investment decisions and the thought process of making the investment decision - Liaise with fund managers and network with industry...

  • Investment Analyst

    2 weeks ago

    Cape Town, Western Cape, South Africa Hr Genie Full time

    INVESTMENT ANALYST (Venture Capital) - Newlands | Claremont, Cape Town Competitive Package on Offer Our Client, a Leading Venture Capital firm currently in search of a highly creative, resourceful and solutions driven Investment Analyst who is passionate about entrepreneurship, technology innovation, and early-stage investing.You will have the unique...

  • Investment Analyst

    4 weeks ago

    Cape Town, South Africa CA Financial Appointments Full time

    Top performing young finance professional sought for an incredible opportunity to join an award-winning investment boutique as an Investment Analyst. This team service both South Africa and global markets, so offer a fantastic scope for exposure. If a future as an investment analyst is what you're looking for, then we want to hear from you! Our client is...

  • Investment Analyst

    4 weeks ago

    Cape Town, South Africa CA Financial Appointments Full time

    Top performing young finance professional sought for an incredible opportunity to join an award-winning investment boutique as an Investment Analyst. This team service both South Africa and global markets, so offer a fantastic scope for exposure. If a future as an investment analyst is what you're looking for, then we want to hear from you! Our client is...

  • Investment Analyst

    1 month ago

    Cape Town, South Africa Adzuna ZA B C2 Full time

    Top performing young finance professional sought for an incredible opportunity to join an award-winning investment boutique as an Investment Analyst. This team service both South Africa and global markets, so offer a fantastic scope for exposure. If a future as an investment analyst is what you're looking for, then we want to hear from you! Our client is...

  • Investment Analyst

    2 months ago

    Cape Town, South Africa Network Recruitment Full time

    Job & Company Description:Although investing is generally described as putting money into financial schemes, shares, or a commercial venture with the expectation of achieving a profit; we believe that investing into your Future has more than a compound effect attached to it!I specialise in placing professionals in the investment space! CFAs, Analysts, Chief...

  • Investment Analyst

    2 months ago

    Cape Town, South Africa Adzuna ZA B C2 Full time

    Job & Company Description:Although investing is generally described as putting money into financial schemes, shares, or a commercial venture with the expectation of achieving a profit; we believe that investing into your Future has more than a compound effect attached to it!I specialise in placing professionals in the investment space! CFAs, Analysts, Chief...

  • Investment Analyst

    2 months ago

    Cape Town, South Africa Network Recruitment Full time

    Job & Company Description: Although investing is generally described as putting money into financial schemes, shares, or a commercial venture with the expectation of achieving a profit; we believe that investing into your Future has more than a compound effect attached to it!I specialise in placing professionals in the investment space! CFAs, Analysts,...

  • Investment Analyst

    2 weeks ago

    Cape Town, Western Cape, South Africa RPO Recruitment Full time

    Responsibilities: Examine and assess economic and market trends, earnings prospects, financial statements and various other indicators and factors to determine suitable investment strategies Look back at previous investment decisions and the thought process of making the investment decision Liaise with fund managers and network with industry professionals...

  • Investment Analyst

    2 weeks ago

    Cape Town, Western Cape, South Africa Network Recruitment Full time

    Join Our Team as an Investment Professional:When we talk about investing, we often refer to it as putting money into various financial schemes, shares, or a business venture in hopes of making a profit. But here, we view investing in yourself and your future as something far more impactful and long-lasting.About Our Company: We are experts in connecting...

  • Investment Analyst

    1 week ago

    Cape Town, South Africa Rory Mackie & Associates Full time

    **Overview**: The Investment Analyst will be required to analyze the economic drivers of agricultural property performance, including forecasting and trend analyses and assessing financial opportunity, be it related to a present or potential agricultural property investment. Under the guidance of experienced team members, the Investment Analyst will be...

  • Investment Portfolio Analyst

    4 days ago

    Cape Town, South Africa Khula Placements Full time

    **Investment Portfolio Analyst** R350k-R550k per annum depending on experience highly negotiable Financial company seeks Investment Portfolio Analyst with minimum of 3 - 5 years’ experience within the roll. - Generation, interpretation and analysis of various analysis which would be useful to the Portfolio Managers - Client report back presentation...