JUNIOR INVESTMENT ANALYST

Recruiter:

HR Genie

Job Ref:

4325 EI JINVEST

Date posted:

Thursday, July 10, 2025

Location:

Pretoria, South Africa

Salary:

Market related

SUMMARY:
Economic, market, industry, and manager research, competitor analysis, and portfolio monitoring.

POSITION INFO:

A well-known Company within the Financial Sector is looking for a Junior Analyst.

Your:

Education:
- B.Com (Hons) with a focus on investments;
- Professional qualification or studying towards one e.g. CFA.
Experience Required:
- Minimum of 3 years work experience in multi management or similar environment.

will enable you to do the following duties:

Responsibilities:
- Quantitative analysis: economic research, market research, industry trends research, competitor analysis, manager research, portfolio construction, portfolio performance attribution, portfolio performance monitoring, and asset allocation;
- Qualitative analysis: economic research, market research, industry trends research, competitor analysis, manager research, portfolio construction, portfolio performance attribution, portfolio performance monitoring and asset allocation;
- Assist with investment committee meetings:
  - contributing investment insights to this framework, supporting investment idea generation, debating house view e.t.c.;
  - Developing positive and informative relationships with asset managers and key industry players;
- Trading & Implementation:
  - Execute trades across equities and ETFs, in accordance with portfolio manager instructions;
  - Monitor trade executions and settlement to ensure accuracy and timeliness;
  - Maintain order management systems and pre/post-trade compliance checks;
  - Ongoing rebalancing of portfolios and cash management across strategies Monitor portfolio exposures and deviations from model weights;
- Client roles: Client relationship management;
  - Assist with various investment committees;
  - Playing a key role in explaining / communicating key investment strategy thoughts to clients;
  - Ability to translate on-going client queries, concerns, requests etc. into clear feedback to MD and Investment Team at large, with regards to positioning the Investment Process to allow it to be more relevant to clients’ fundamental investment needs;
  - Contribution to the preparation of and continual development of client quarterly reports;
  - Contribution to the preparation of, and continual development of more frequent client reporting obligations – typically monthly;
  - Client presentations, within the boundaries of specified investment mandates;
  - Client investment and non-investment queries within the boundaries of specified investment mandates;
  - Client ad-hoc support, within the boundaries of specified investment mandates;
  - Investment decision making support functions;
  - Full ownership of high-frequency-administration tasks e.g. setting up and maintaining a broad array of spreadsheets which support the investment-decision-making-function, setting up and maintaining a broad array of investment feedback reports, setting up and maintaining a broad array of presentations e.t.c.;
  - Actively contributing to the setting up and development of processes which make high-frequency roles more efficient, highly repeatable, etc.
- Manager support:
  - Actively supporting the CIO in the day to day operational activities that support the investment decision making framework;
  - Actively supporting Portfolio Managers in the day to day operational activities that support the investment decision making framework;
  - Liaise with custodians, brokers, and several administrators to resolve trade discrepancies or settlement issues;
  - Maintain accurate records of trades and portfolio changes for audit and compliance purposes
  - Business development:
    - On-going contributions to the divisions’ business development efforts – building of presentations and marketing brochures, improving existing presentations and marketing brochures, maintaining existing presentations and marketing brochures;
    - Sales / Business development team support;
    - Marketing team support;
- Ad-hoc:
  - Admin support
Technology:
- Above-average MS Powerpoint, Excel and Word skills;
- Programming an added advantage;
- Morningstar;
- IRESS;
- FactSet

Similar jobs you might be interested in:

RB 16283 - Senior Quantity Surveyor (Renewable Energy / MEIP)
Location: Johannesburg
Salary: Market Related
Senior Quantity Surveyor (Renewable Energy / MEIP)
2 days ago

JUNIOR INVESTMENT ANALYST
Location: Pretoria
Salary: Market related
Economic, market, industry, and manager research, competitor analysis, and portfolio monitoring.
9 days ago

Structural Technician
Location: Johannesburg
Salary:
19 days ago

Junior Development Manager (Delivery) - Midrand
Location: Midrand
Salary: R700 000
Role OverviewThe junior Development manager – Delivery is responsible for managing and monitoring the full lifecycle of development projects from inception to close-out. The role focuses on delivering high-quality, resource-efficient, and sustainable developments on time and within budget. It includes the coordination of internal and external stakeholders, as well as compliance with planning...
22 days ago

PV (Solar) Project Manager - JHB
Location: Johannesburg
Salary: Negotiable
PV Project manager
29 days ago

Contracts/FIDIC Engineer
Location: Pretoria
Salary:
Our client is seeking an experienced Estimating / Contracts manager to join their dynamic infrastructure team. As a key leader in their pre-construction department, you will be responsible for overseeing the estimating function, ensuring accurate cost projections, and supporting the business in securing profitable projects. This role is ideal for a detail-oriented professional with a strong backgr...
8 days ago

Structural Engineer
Location: Pretoria
Salary:
Our client is seeking a skilled and experienced Structural Engineer to join our dynamic team of professionals. As a Structural Engineer, you will play a crucial role in designing, analyzing, and ensuring the safety and stability of various structures across a range of industries. If you are passionate about engineering excellence and eager to contribute to innovative projects, we invite you to app...
Today

Architect (Hospitality)
Location: Johannesburg
Salary:
5 days ago

Senior Financial Accountant
Location: Johannesburg
Salary: 700000 Annually
If you are looking to join an employer in the consumer goods space, then get in touch.
8 days ago

RB 16239 - Principal Mechanical Engineer (Mining Consulting) – Pretoria
Location: Pretoria
Salary: R1m – R1,2m (negotiable)
Principal Mechanical Engineer (Mining Consulting) – Pretoria
5 days ago