Senior Investment Research Analyst

SUMMARY:
Calling all Financial Mavericks in Cape Town!

Become part of a dynamic team in Cape Town as a Senior Research and Investment Analyst, where you'll lead in-depth investment research and develop tailored solutions for esteemed clientele. This cross-functional position involves collaborating with various stakeholders to drive the value proposition and enhance the overall research process. If you thrive in a fast-paced environment and are passionate about delivering top-notch client service, this role is for you!

POSITION INFO:
Key Responsibilities:

• Conducting thorough research on fund managers to identify optimal investment solutions.
• Contributing to the positioning of investment offerings, including Invest and Consult options and Life investments.
• Leading investment thought leadership initiatives and delivering relevant presentations to financial intermediaries and media.
• Enhancing the research process and providing coaching to junior analysts.
• Offering specialized sales and distribution support, alongside top-tier client services.
• Demonstrating teamwork and leadership abilities, adeptly handling complexity and ambiguity.
• Participating in domestic and international travel as required and engaging in ad hoc projects.

• Relevant Financial Qualification
• CFA Level 2 and upwards
• Manager Research Experience
• LISP product knowledge.
• Strong presentation skills and familiarity with portfolio construction
• Managerial experience
• Hold a driver license

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