Investment Research Analyst - Claremont

Job Profile
Scouting and researching any potential sources of new manager names in order to generate a steady stream of new investment opportunities
Collecting and collating asset manager information, ensuring all
information is correctly captured and up to date
Assisting with generating and maintaining a short list of asset managers (across all asset classes/regions)
Documenting decisions relating to the reasons for asset managers being included on or rejected from shortlists
Preparation of recommendations for addition to the shortlist
Assisting with research and analysis as required and in preparation of investment meetings including review of current managers, client asset allocations and maintaining a house-view for managers across asset classes/model portfolios
Providing analytical input and support to the Investment Research team
Contributing to quantitative and qualitative analysis of portfolios
Contributing to the due diligence of identified managers
Performing detailed portfolio analysis of sample/model portfolios and assessing their consistency with the manager’s adopted investment approach
Identifying and clearly explaining key areas/risks/weaknesses to be monitored should a manager be appointed
Preparing and presenting investment analytics/meeting papers prior to manager research meetings, attending and recording research meetings
Actively and efficiently liaising with clients on portfolio analytics and overall supporting research activities
Drafting and/or peer reviewing client documentation relating to their investments, specific strategies, or asset classes
Building and maintaining a network of relevant contacts within the financial/investment industry as a basis for high-quality referrals and primary research
Performing on-going monitoring of research information sources
Contribute to the improvement of internal operations in the Investment Research team by:
Proposing enhancements to the research process, tools, procedures, and initiatives
Enhancing and developing research tools by procedures and initiatives
Performing operational compliance and due diligence checks on service providers
Collaborating with members of the broader Research business unit on specific improvement projects

Minimum Requirements
B. Com or equivalent majoring in Finance, Investments, Economics, or Accounting
FAIS compliant representative or work towards obtaining the
qualification within 2 years
Honours, M. Com, CFA advantageous
Minimum of 1 to 2 years prior experience in investment/asset
management industry
Sound and broad technical investment knowledge (ideally from a quantitative background)
Good understanding of the financial markets
Understanding of investment styles, their nuances, and how they blend in a multi-manager
Quantitative ability in terms of performance and risk calculations
Good communication (verbal and written)
Team player
Fluent across Microsoft Office especially in MS Word, MS Powerpoint, and MS Excel
Strong interpersonal skills and ability to build strong industry
relationships
Ability to manage multiple deliverables with strict deadlines
Accuracy, attention to detail, self-motivation, and ability to work
independently and use initiative


Kindly note that by submitting your application for this career opportunity you agree that Guardian Recruiting may use your application for the purpose of the recruitment and selection of
the said position and this information may be shared with the relevant stakeholders in the business.

Please note that only shortlisted candidates will be contacted.
Should you not have heard back within a two-week period, please assume that your application was unsuccessful.

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