Fund Analyst Midrand, Gauteng

**Designation**:

Fund Analyst | Midrand, Gauteng

**Category**:

Administration and Operations

**Job Level**:

Skilled technical and academically qualified workers, junior management, supervisors, foremen and superintendents

**Posted by**:

PSG Konsult

**Posted on**:

25 Jan 2023

**Reference Number**:

PSG-WEALTH-VAC0041

**Closing date**:

24 Feb 2023

**Position Type**:

Permanent

**Location**:

Waterfall Magwa Cres

**Overview**:
**VACANCY | FUND ANALYST | MIDRAND, GAUTENG | PERMANENT**

PSGs commitment to transform and embrace diversity is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce. In achieving our employment equity goals, we give preference to applicants from designated groups, and we encourage people with disability to apply.

**Description**:
Fund Analyst role focused on conducting manager research on assigned domestic and offshore fund sector(s), generating general investment research reports and completing assigned monthly & quarterly reporting tasks used in the management of the suite of products managed by PSG Multi Management. This position will report to the head of fund solutions.

**Responsibilities**:

- Sector report, analysis and research on assigned fund sector(s)
- Conducting research on assigned domestic & offshore fund sector(s), generating general investment reports, and making recommendations to senior analysts and the head of fund solutions
- Identifying potential funds to invest in and make recommendations to Senior analysts & head of fund solutions
- Research and oversight of assigned non-core funds
- Conducting ad-hoc market & economic research
- Accurate and timely completion of assigned monthly & quarterly reporting tasks
- Accurate completion of assigned daily, monthly & quarterly operational functions (Trading, collection of key data, etc.)
- Actively engage in distribution activities in line with the formulated sales plan i.e., presentations, office engagements and feedback
- Assist senior analysts, head of fund solutions & CIO with adviser queries
- Providing support to marketing and communication teams
- Keep abreast of any & all legislation changes or trends
- Contribute towards enhancing our PSG Wealth fund of fund value proposition

**Minimum requirements**:

- 4 + years’ experience in investment analysis role - require experience related to manager research (e.g. DFM or Multi-Manager experience)
- Honours degree in BCom Investment Management or similar
- CFA / CIPM / CAIA would be advantageous.
- Experience in manager research systems, such as Morningstar Direct would be advantageous

**Competencies required**:

- Emotional/ behavioural discipline
- Statistical and modelling knowledge and experience
- Attention to detail
- Self-starter and motivated
- True passion for Financial Services
- Good writing Skills
- Excellent work ethic
- Resilient
- Ability to work under pressure

**How to apply**: