Investment analyst: Local investments

SUMMARY:
Investment analyst: Local investments
Gauteng 
Salary Negotiable

POSITION INFO:

Objectives

• Be an integral member of the investment committee, providing investment research, analyses, and recommendations
• Deliver sound investment advice and strategies to ensure portfolios performance exceed benchmarks over the long term
• Provide professional and relevant presentations to various audiences while projecting the company in a favourable light
• Contribute to the establishment of common practices, tools, and templates for portfolio management, and ensure adherence to company and legal standards

• Research and analyses
• Conduct due diligence on companies and industries by researching and reading financial statements and market data
• Analyse financial information relating to specific companies, e.g. company results, profit and loss, balance sheet and cash flow statements to determine how an organisation is positioned to deliver for investors
• Keep up to date with market developments, new investment products and all other areas that can affect the markets, e.g. movements in the economies of relevant countries
• Consider how the economic implications of factors such as natural disasters, weather and wars might affect the performance of companies and funds.
• Monitor the financial news using specialist media sources
• Carry out financial modelling and projections.
• Analyse research platforms to determine most cost-effective way to obtain research
• Investment committee
• Make recommendations to the investment committee, being able to position ideas and articulate to the investment committee the potential and risks of various investment options
• Provide portfolio performance reports at regular intervals, comparing performance to benchmarks, other similar funds, and the markets
• Ensure investment committee decisions are implemented
• Document the investment strategy of each portfolio.
• Ensure the risk table is updated when necessary
• Propose new portfolios from time to time that could be beneficial to clients
• Presentations and reports
• Prepare research and other articles for the monthly newsletters
• Prepare the quarterly reports
• Prepare the quarterly factsheets
• Meet with and provide relevant information to wealth managers and clients, including the preparation of presentations/and or research reports for clients
• Present at various company seminars, webinars or other events
• Compliance
• Consider and stay up to date with all applicable regulations
• Ensure that all compliance regulations are met

• Relevant experience in a similar role or a role whereby the relevant skills have been obtained
• Excellent written and spoken communication skills
• Confidence
• Research skills
• Strong time management skills
• The ability to work effectively under pressure
• Excellent numerical and IT skills
• Analytical and problem-solving skills
• Teamworking skills
• A keen interest in and understanding of financial markets

• Bachelor’s degree (or equivalent) in finance or related field CFA qualification would be beneficial