Junior Investment Analyst

2 weeks ago

Johannesburg, South Africa Headhunters Full time

**Our client in the Financial Industry based in Johannesburg is currently looking to employ a Junior Investment Analyst.**

**The investment analyst will report to the Chief Investment Officer and will assist the Senior Investment Analyst. The role will entail supporting the partners, business development managers and the executives.**

**Requirements**:

- Tertiary education with a major in investment management/business science etc. preferable.
- 3-5 years financial services experience
- Understanding of financial markets and products such as unit trusts required
- Experience in an asset management, investment management or wealth management environment would be preferred
- Good analytical skills and proficient in Excel
- Morningstar Direct or equivalent experience desirable
- Willingness to work in a small company which will entail being involved in several activities in the pursuance of our revenue objectives
- Service orientated as the role will entail providing an investment service to advisers
- Self-starter, team-orientated individual who must be prepared to roll up his/her sleeves
- Expected to work on Morningstar Direct/ FactSet/Infinitive (Thomson’s Reuters)

**Multi Manager Unit Trusts**:

- Relative performance and performance attribution analysis of the underlying fund managers
- Attending and minuting fund manager due diligences
- Attending to fund management queries from partners, portfolio managers and business development managers
- Fund analytics to support all investment marketing initiatives
- Updating the Multi-Manager playbook
- Monthly Morningstar performance data generation and send out Investment Committee

**Private Client Securities**:

- Compilation of client proposals and annual reviews to support new business activity
- Compilation of market and sector returns for inclusion in client reviews
- Portfolio manager business development support (economic charts, market returns, stock specific investment cases)
- PCS marketing support: update monthly proposal and review templates and PCS presentation templates
- Weekly PCS cash and yield data mailer
- Weekly equity watchlist tables and charts
- Maintain Morningstar PCS models
- Assist with analytics and data compilation for the bi-weekly /portfolio manager meetings
- Attend weekly PCS stock selection meeting

**Managed Portfolio Strategies**:

- Relative performance and performance attribution analysis of the underlying fund managers
- Attending and minuting fund manager due diligences
- Attending to fund management queries from partners and business development managers
- Fund analytics to support all investment marketing initiatives
- Compilation of accurate fund factsheets
- Maintain Morningstar MPS models

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