Investment Analyst

2 weeks ago

Cape Town, South Africa Aquarius Recruitment Full time

Introduction

As a Junior Investment Analyst, you will be working within our team of highly experienced, thought-leading, and

entrepreneurial-minded investment professionals. This is a key new role that intersects with all the functions

performed across our investment team, and through which you will be supported and empowered to develop

hands-on knowledge and expertise across multiple areas of our investment firm. We are manager of client

assets, a global investment advisor, and a provider of global fund manager research. In this role you will benefit

from hands-on exposure to both the local and offshore asset management industry. In addition, through

involvement in each area of our rigorous and institutional quality investment process, you will get the

opportunity to develop the expertise that will accelerate your growth as an investment professional.

The Role

investment analytics, implementation, and the improvement of processes across the investment functions.

broad range of responsibilities in this area, including quantitative analysis, data management and modelling,

and performance calculations and attribution analytics, all of which provide key inputs into various aspects of

the investment team’s processes. The role will contribute to the investment team’s research, asset allocation,

portfolio management, implementation, compliance and reporting activities.

Work Experience

of financial services industry experience would include the following:

- Understanding of the investment environment and financial markets both local and international (incl.

CIS’s, ETF’s, equities, benchmarks)
- Quantitative analysis (modelling, design and development)
- Financial modelling
- Development of analytical tools (incl. Excel, BI tools, proprietary tools)
- Structuring and processing large amounts of data
- Performance attribution analysis
- Performance calculations
- Portfolio mandate and regulatory compliance monitoring
- Trade implementation
- Trade life cycle management (incl. execution, confirmation and settlement)
- Understanding of investment analysis metrics (incl. tracking error, standard deviation)
- Compilation and delivery of investment reporting (to the investment team and clients)
- Sourcing and maintenance of market data and data from 3rd parties
- CIS operations (incl. asset and liability administration, Manco, trustees, custodians)
- Design and implementation of internal process improvements

Qualifications and Skills

and develop within this role. The type of qualifications and skills we are looking for include the following:
**Degrees (or similar)**: Bachelor’s, Honours or Master’s degrees (fields incl. Actuarial Science; Finance;
Mathematics; Statistics; Computer Science; Investment Management)

**Degree Results**: Upper Second; First-Class; Deans Merit List

**Additional Studies**: Studying towards or completed CFA, CIPM, CFP or other fields of specialisation

role); Programming experience (e.g., SQL, Python, Java, C#, R); Experience with trade management, analytics,

and market data systems (e.g., Refinitiv, Bloomberg, Morningstar, FE Analytics)

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