Junior Investment Analyst

4 weeks ago

Pretoria, South Africa IT Ridge Technologies Full time

The purpose of this role is to assist the Investment Analyst in providing extensive reporting, monitoring and analysis of the investment portfolios of the Corporation and the establishment and upkeep of the systems to support these functions. The role also entails liaising with the Corporation’s back and middle offices and the custodian. The incumbent will work closely with the investment analyst to ensure that key deliverables are met.

 

KEY ACCOUNTABILITIES, MEASURES & INTERFACES

  • Assist the Investment Analyst with month reconciliation of investment transactions and asset
    valuations
  • Assist the Investment Analyst with execution of investment instructions and liaison between back
    office, middle office and asset managers
  • Assist the Investment Analyst with preparation of monthly and quarterly investment reports that
    include asset manager and portfolio returns, comparison against benchmarks, performance
    attribution, portfolio composition summaries and commentary
  • Assist with preparation of various monthly and quarterly reports in support of other units within the
    Corporation such as finance, risk and actuarial
  • Assist in monitoring and reporting market, credit and liquidity risk to ensure compliance with defined
    limits
  • Assist with the rebalancing of the investment portfoliosAssist with monitoring fund managers
    compliance with mandates/benchmarks and report
  • Provision of documented processes and illustrations as requested by auditors
  • Any adhoc projects assigned by the Head of Investments
  • Assist the investment specialist with producing research notes from manager report backs and due diligences
  • Assist with manager onboarding, transition planning and post transition reconciliation

 

QUALIFICATIONS & EXPERIENCE:

  • A relevant University degree BCom/BSc in Investments management or related discipline
    (Mathematics, Statistics or Economics)
  • A minimum of 2 years’ experience in investment environment
  • Knowledge of external market systems such as Bloomberg will be an advantage

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