Investment Guidelines Analyst

**Overview**: Our client is a leading global investment management business. The team consists of three areas: investment restrictions maintenance in thinkFolio, pre - trade rule analysis and post trade incident analysis. **Responsibilities**: - Perform pre - trade analysis for all SA and UK funds/portfolios - Continually review and improve processes to...

Job Description **Responsibilities**: - Pre-trade analysis for all SA and UK Funds. - Daily monitoring of post trade compliance breaches - Interpreting client guidelines, regulatory rules and internal restrictions - Monitor and improve processes to reduce risk and improve efficiency **Requirements**: - Newly Qualified CA(SA) with financial services audit...

**Key Responsibilities**: - Pre-trade analysis for all SA and UK funds/ portfolios. This will be on an infrequent basis or provide cover when necessary. - Continually review and improve processes to reduce risk and improvement efficiency. - Daily monitoring of post trade compliance breaches for UK funds/ portfolios and reporting these to the relevant...

The role of the Investment Guideline Management team is to ensure that our client does not breach their clients mandate and regulatory guidelines. The team plays a major role in the investment process. The team consists of three areas: Investment Restrictions Maintenance in thinkFolio, Pre *** **Key Responsibilities**: - Pre - trade analysis for all SA...

The role of the Investment Guideline Management team is to ensure that our client does not breach their clients mandate and regulatory guidelines. The team plays a major role in the investment process. The team consists of three areas: Investment Restrictions Maintenance in thinkFolio, Pre **Key Responsibilities**: - Pre - trade analysis for all SA and UK...

NAME OF THE ROLE: INVESTMENT ANALYST/ASSOCIATE (CAPE TOWN) ROLE DESCRIPTION: This position is for an Investment Analyst/Associate with a respected Consulting and Advisory Business, with the goal of working towards an Investment Consultant position. KEY RESPONSIBILITIES: - Data mining - Revise investment strategies - Interact with various Asset...

**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...

My client - a large investment management firm based in Cape Town is looking for a Trainee Investment Analyst to join their CFA certification. Must be a Graduate with relevant degree in Accounting, Financial Markets or Investment Management (Focus on quantitative and qualitative research). As a Trainee Analyst you will be Modelling and forecasting various...

**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 - Monitor closely financial press and keep a track of...

We are seeking a qualified Chartered Accountant for an exciting position as an Investment Analyst, based in Cape Town. This opportunity is the ideal next step for someone who has a genuine interest in small and medium sized enterprises. **Requirements**: - Matric / Grade 12 Certificate - Bachelor of Commerce in Accounting - Registered with SAICA as a...

**Title**: **Junior Investment Analyst**: **Salary**: 45000 **Description**: Our finance recruitment desk is currently recruiting for a Junior Investment Analyst. Our client is a niche credit provider with a focus on property secured and development finance in the major metropoles of South Africa. Due to their exponential growth they currently have a...

Investment AnalystAttractive market related packageCape TownHighly successful boutique investment firm have an excellent opportunity for an Investment Analyst. Join this high performing team and be responsible for research and analysis of listed securities both in SA and globally.Key performance areas:Prepare individual company forecasts and valuationsReview...

Our client is a financial service provider whose business manages Billions of Rands in assets under management, with a presence in South Africa and beyond. Our client is seeking an analyst to work closely in a team with the Portfolio Managers, supporting the portfolio efforts for their multi-asset products. If you are currently working within a LISP...

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...

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...

Our client is a dynamic and fast-growing investment firm specializing in private equity and venture capital investments, and they are seeking an Investment Analyst. Get in touch to find out more detail. Requirements: · Bachelors degree · Professional qualification preferred CA (SA), CFA, MBA · Minimum of 3 years experience in private equity/venture...

**Investment Analyst: CA/CFA** Take on this challenge, gain international exposure and enjoy a highly stimulating career with strong growth potential. - CA (SA) - 1-3 years post qualification - Genuinely interested in SME early-stage finance

**Job Description**: We have an exciting opportunity for an Investment Analyst to join an established Financial Services organisation based in Cape Town. This role will provide you with in-depth exposure to all aspects of commercial funding, lending and financial modelling and credit analysis. The ideal individual will be commercially minded to support the...

LOCATION - Cape Town, South Africa APPLICATION CRITERIA - B. Com or equivalent majoring in finance, investments, economics or accounting - FAIS compliant representative or work towards obtaining the qualification within 2 years - Honours, M. Com, CFA advantageous EXPERIENCE - Minimum of 1 to 2 years prior experience in investment/asset management...

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...