Fund Analyst
3 days ago
Designation:
Fund Analyst | Waterfall, Midrand, Gauteng | Permanent
Category:
Administration and Operations
Job Level:
Skilled technical and academically qualified workers, junior management, supervisors, foremen and superintendents
Posted by:
PSG Financial Services
Posted on:
02 Dec 2025
Reference Number:
POS03529
Closing date:
05-Jan-2026
Position Type:
Permanent
Location:
Waterfall Magwa Crescent
Overview:
VACANCY | FUND ANALYST | WATERFALL, MIDRAND, GAUTENG | PERMANENT
PSGs commitment to transform and embrace diversity is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce. In achieving our employment equity goals, we give preference to applicants from designated groups, and we encourage people with disability to apply.
Responsibilities:- Sector report, analysis and research on assigned fund sector(s)
- Unit trust comparisons, ad-hoc research reports and marketing support
- Identifying potential funds to invest in and make recommendations to Senior analysts & head of fund solutions
- Accurate and timely completion of assigned monthly & quarterly reporting tasks (Quality of reporting & deadlines met)
- Business policies, including leave processes, followed correctly
- Assisting with meeting governance functions, arranging of manager meetings and general office support
- Assist senior analysts, head of fund solutions & CIO with adviser queries
- Maintain and manage fair and equitable internal and external customer relations in line with TCF Regulations and PSG processes and policies
- Create and maintain positive team dynamic
- BCom Investment Management (or equivalent finance/economics degree)
- CFA/CIPM qualification advantageous
- 2-4 years' relevant experience required in fund manager selection / fund analyst role
- Advanced MS Excel required
- Morningstar experience required
- Emotional/ behavioural discipline
- Statistical and modelling knowledge and experience
- Attention to detail
- Self-starter and motivated
- True passion for Financial Services
- Good writing Skills
- Excellent work ethic
- Resilient
- Ability to work under pressure
Candidates interested must apply here by no later than 05 January 2026 OR browse available PSG Careers vacancies
By submitting your application, you are giving PSG Financial Services implicit consent to the storage and processing of your personal information. If you are not contacted within 4 weeks of your application, please accept that your application was not successful.
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