JUNIOR INVESTMENT ANALYST

Recruiter:

HR Genie

Job Ref:

4325A JINVEST

Date posted:

Wednesday, August 20, 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

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