Specilaist: Investment Analyst
2 weeks ago
The purpose of the role entails:
- Conduct research and perform analysis (TCF)
- Compile Reports
- Compare and monitor the actual investments against the investment policy, manager mandates, the asset-liability model and statutory asset spreading requirements.
- Provide information for Financial and Statutory reports
- Prepare Tax Calculations
- Perform fund administration (TCF)
- B Comm or B Sc degree in a relevant field
- Completed CA (SA) articles; or Studying towards or holding CFA or CAIA charters;
- Student members of ASSA
- ** Experience**:
- 3 years experience in a related position
- Life industry exposure
Knowledge
Legislation: LTIA, Tax Act, Companies Act, FAIS, FICA, Pension Fund Act Financial Markets
Financial Reporting: IFRS and statutory reporting base
Actuarial: General understanding of the actuarial process and how it affects the investment management process
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