Investment Guidelines Analyst

5 days ago


Cape Town, South Africa Rory Mackie & Associates Full time

**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**:

- The ability to build and maintain meaningful relationships
- A client focused and collaborative approach
- High conviction and be comfortable sharing opinions
- Ability to analyse, interpret and assimilate information

**Requirements**:

- Newly Qualified CA(SA) with Asset Management audit exposure or graduate with a relevant degree, with 4 - 5 years’ relevant experience within an Asset Management company
- CFA or IMC desirable
- Good knowledge of regulatory restrictions
- Excellent understanding of investment products
- Detailed working knowledge of Thinkfolio or Charles River

**Personal Attributes**:

- The ability to build and maintain meaningful relationships
- A client focused and collaborative approach
- High conviction and be comfortable sharing opinions
- Ability to analyse, interpret and assimilate information



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