Investment Multi Manager

2 weeks ago

Cape Town, South Africa Tracking Talent Full time

Cape Town base Multi Manager company is looking for a Manager Research Analyst to join their team.

This is a research role where an understanding of the finical services and investments industry is necessary. In this role you will act as support for the Portfolio Managers.

The role includes engaging with and researching fund managers in order to assess their skill, monitoring fund managers in which the Multi Manager is already invested, and the drafting of research reports and other analytical reports which are used by the internal and external stakeholders (clients) of the firm.

**Duties and Responsibilities**:

- Manager research analysis of traditional and alternative asset classes, predominantly domestic but also global, including both qualitative and quantitative analysis.
- The role includes engaging with and researching fund managers in order to assess their skill, monitoring fund managers in which the Multi Manager is already invested, and the drafting of research reports and other analytical reports which are used by the internal and external stakeholders (clients) of the firm.
- Analysis includes collecting information from fund managers and utilizing that information to describe and assess the fund managers’ method of asset management, as well as developing critical insights about the managers and their methods. This analysis is both qualitative and quantitative in nature.
- Provide general investment support to the internal and external clients of the firm in any way that maintains and enhances the client experience.
- Contribute to general investment and research debate.
- Initiate research on current investment-related topics and write articles on research/ industry/ investment topics.

**Experience and qualifications**:

- Appropriate undergraduate degree
- Post graduate degree, CFA, CAIA or other
- 3 years experience

**Core Competencies**
- Cultivates Innovation - Creating new and better ways for the organisation to be successful
- Client focus - building strong client relationships and delivering client centric solutions
- Drives results - consistently seizing opportunities and achieving results even under tough circumstances
- Collaborates - building partnerships and working collaboratively and inclusively with others to meet shared objectives
- Being Resilient - rebounding from setbacks and adversity when facing difficult situations

**Behavioural Competencies**
- Action Orientated - Taking on new opportunities and tough challenges with a sense of urgency, high energy and enthusiasm
- Manages Ambiguity - Operating effectively even when things are not certain or the way forward is not clear
- Communicates Effectively - developing and delivering multi-mode communications that convey a clear understanding of the unique needs of different audiences

**Technical Competencies**
- Experience in multi manager research
- Morningstar and Barra experience (preferred not required)
- Excel

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