Institutional Asset Management Specialist

1 week ago


Cape Town, Western Cape, South Africa CA Financial Appointments Full time

Role Overview

CA Financial Appointments seeks a highly analytical and detail-oriented professional to join our Institutional Client team as a Business Analyst. The ideal candidate will have a strong academic background in Actuarial Science, Maths, Statistics, or a related field, and a keen interest in the asset management industry.

Key Responsibilities

  • Conduct research and analysis on the asset management industry, products, and portfolios to enhance understanding and provide insights to clients.
  • Produce detailed reports and presentations for clients and consultants, highlighting key findings and recommendations.
  • Collaborate with the team to improve efficiency and promote higher performance of Institutional Client Services.
  • Support offshore investment partners and contribute to business and client service development.

Requirements

  • Minimum of a completed degree in Actuarial Science, Maths, Statistics, or a related field.
  • Minimum of 1-3 years experience within financial services.
  • Strong numerical and technical skills, with excellent written and verbal communication skills.
  • Ability to condense and explain technical concepts simply and clearly.
  • Strong proficiency in Microsoft Office and Excel.


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