Investment Analyst

2 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 impact on the portfolio.
- Monitor the investment performance of the portfolios.
- Prepare detailed reports on portfolio performance and recommendations for changes.
- Develop and implement strategies for the portfolio.

Qualifications:

- bachelor’s degree in finance, Economics, Accounting, Business, or a related field, plus a Chartered Financial Analyst (CFA) or Chartered Investment Performance Measurement (CIPM) certification

Software:

- MS Excel - Advanced (VBA programming would be an advantage)
- Morningstar Direct
- MS Powerpoint - Advanced

SALARY: R35 000- R45 000 per month

**Salary**: R35,000.00 - R45,000.00 per month

Ability to commute/relocate:

- Cape Town, Western Cape: Reliably commute or planning to relocate before starting work (required)


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