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Investment Analyst
3 weeks ago
Conduct fund research on local and offshore funds across all asset classes.
Produce detailed fund analysis.
Collate the initial due diligence on the managers and the funds we own, including the watch list funds.
Conduct quarterly fund manager due diligences.
Ongoing monitoring processes to facilitate the evaluation of managers.
Fund analytics to support all investment marketing initiatives.
Morning star performance data and reports generation.
Attend investment committee meetings and work with the team in generating investment strategies
in line with the company investment philosophy.
Conduct research across asset classes and formulate an asset allocation view.
Provide the required analytics and data for the weekly and quarterly fund management meetings.
Make presentations and provide market updates to the team, investors,and IFA’s.
**Qualifications**:
BCom Honours in Investment management, Economics or Finance. (Or similar)
**Experience**:
Minimum 24 - 36 months as a research or investment analyst.
**Package**:
A basic salary plus performance bonus. Dependant on the experience.