Multi-Asset Investment Strategist

14 hours ago


Cape Town, Western Cape, South Africa Rory Mackie & Associates Full time

Our esteemed client, Rory Mackie & Associates, is a leading financial service provider with an impressive presence in South Africa and beyond. Their business successfully manages billions of Rands in assets under management.

We are seeking a highly skilled Multi-Asset Investment Analyst to join our team of Portfolio Managers. This individual will play a pivotal role in supporting the portfolio efforts for multi-asset products.

This opportunity is ideal for a Junior Investment Analyst looking to transition into investments/asset management. Our firm offers the perfect entry point, providing access to valuable experience and exposure to various investment strategies.

The successful candidate will be responsible for:

  • Developing a deep understanding of the multi-asset team's models, fundamental research inputs, portfolio-specific guidelines, and objectives to inform investment decisions
  • Contributing to research and implementation of alternative risk and dynamic asset allocation across asset classes, such as equities, bonds, currencies, and commodities
  • Reviewing portfolio positioning across accounts and identifying trades/rebalancing needs to align portfolios with current strategy
  • Performing ad-hoc research projects related to the market environment, portfolio design, and strategy implementation that impact portfolio decisions
  • Providing data and communication support to business development and client groups, highlighting our investment thesis and resulting portfolio positioning

Requirements:

To succeed in this role, you should possess:

  • A degree or postgraduate degree in finance, accounting, maths, or quantitative fields (post-graduate degree preferred)
  • Experience working within an investment or asset management environment (LISP or Unit Trust environment may be beneficial)
  • A passion for investing and a desire to contribute to a multi-asset investment process
  • An interpersonally engaging temperament, comfortable interacting with individuals across the business and clients, in a fast-paced environment
  • High analytical skills with attention to detail
  • A demonstrated history of taking initiative, anticipating team needs, working autonomously, and defining personal development paths
  • Ability to program and work with large data sets in statistical packages (MATLAB and PYTHON experience not required, but an added advantage)
  • South African citizenship and own transport

Estimated salary: R 450,000 - R 550,000 per annum, depending on experience


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