Junior Investment Analyst

Recruiter:

Headhunters

Job Ref:

2547311382

Date posted:

Wednesday, June 15, 2022

Location:

Johannesburg, South Africa

JOB SUMMARY:
-

JOB DESCRIPTION:

Our client in the Financial Industry based in Johannesburg is currently looking to employ a Junior Investment Analyst.

The investment analyst will report to the Chief Investment Officer and will assist the Senior Investment Analyst. The role will entail supporting the partners, business development managers and the executives.

Requirements:

Tertiary education with a major in investment management/business science etc. preferable.
CFA candidate/post tertiary degree desirable but not a requirement
3-5 years financial services experience
Understanding of financial markets and products such as unit trusts required
Experience in an asset management, investment management or wealth management environment would be preferred
Good analytical skills and proficient in Excel
Morningstar Direct or equivalent experience desirable
Willingness to work in a small company which will entail being involved in several activities in the pursuance of our revenue objectives
Service orientated as the role will entail providing an investment service to advisers
Self-starter, team-orientated individual who must be prepared to roll up his/her sleeves
Expected to work on Morningstar Direct/ FactSet/Infinitive (Thomson’s Reuters)

Multi Manager Unit Trusts:

Relative performance and performance attribution analysis of the underlying fund managers
Attending and minuting fund manager due diligences
Attending to fund management queries from partners, portfolio managers and business development managers
Fund analytics to support all investment marketing initiatives
Updating the Multi-Manager playbook
Monthly Morningstar performance data generation and send out Investment Committee

Private Client Securities:

Compilation of client proposals and annual reviews to support new business activity
Compilation of market and sector returns for inclusion in client reviews
Portfolio manager business development support (economic charts, market returns, stock specific investment cases)
PCS marketing support: update monthly proposal and review templates and PCS presentation templates
Weekly PCS cash and yield data mailer
Weekly equity watchlist tables and charts
Maintain Morningstar PCS models
Assist with analytics and data compilation for the bi-weekly /portfolio manager meetings
Attend weekly PCS stock selection meeting

Managed Portfolio Strategies:

Relative performance and performance attribution analysis of the underlying fund managers
Attending and minuting fund manager due diligences
Attending to fund management queries from partners and business development managers
Fund analytics to support all investment marketing initiatives
Compilation of accurate fund factsheets
Maintain Morningstar MPS models

Please consider your application unsuccessful should you not receive a response within 2 weeks of applying.

NB! This job is now closed. You can apply for other jobs by uploading your CV.

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