Specialist: Investment Analyst
5 days ago
1. Conduct research and perform analysis (TCF)
- Conduct research into different areas of investment management as identified.
- Conduct research into different areas of investment management flowing from the results of the analysis of the investments.
- Analysis of fund manager performance against identified benchmarks and the mandate provided to the manager.
- Compare and monitor the actual investments against the investment policy, manager mandates, the asset-liability model and statutory asset spreading requirements.
- Assist with the valuation of group companies where applicable.
- Ad hoc research items identified from time to time.
2. Compile Reports
- Compile standard reports to the relevant forums are required (CapMan, RiskCom, board of directors) regarding the investment management and performance. (TCF)
- Provide ad hoc reports as and when required
3. Provide information for Financial and Statutory reports
- Prepare accounting entries relating to the investments
- Provide necessary detail on the investments for the users of the management accounts
- Provide the relevant information for financial statement purposes
4. Perform fund administration (TCF)
- Performing the relevant calculations on the investments to ensure that the liability transactions are timeously reflected in the investments
- Provide applicable instructions to the investment administrator/asset manager(s).
5. Prepare Tax Calculations
- Compile the information required for the submission of the dividend tax return
- Submit dividend withholding tax return to SARS
- Obtain and collate relevant information for CGT calculation purposes
6. Strategic considerations
- Provide support for key focus areas as identified.
**Formal Education**
- B Comm or B Sc degree in a relevant field
**Technical/Legal Certification**
Preference for:
- 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
**Skills**
MS Office: Intermediate Excel, Word, Outlook, PowerPoint
Reporting : Verbal & Written
Communication: Must be able to convey technical concepts verbally and in written format
**Attributes**
Confident
Assertive
Analytical
Sceptical
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