INVESTMENT ANALYST - CAPE TOWN - South Africa
Job Description: INVESTMENT ANALYST - CAPE TOWN
One of our esteemed clients, being a leader in providing cost effective investment solutions, has an exciting vacancy for the position of Investment Analyst. The main objective of this role is to evaluate the economic environment''s potential impact on the available range of solutions/portfolios, consistently track performance, and provide detailed reports with recommendations to enhance performance and align with investors'' objectives.
Key areas of responsibility:
Duties include, but are not limited to:
1. Performance Data Management
Obtain performance data from various service providers
Load and capture on relevant reporting systems within 3 (three) working days of receipt
2. Reporting
Create performance reporting based on the available range of solutions/portfolios
Conduct an attribution and performance analysis
Share insights with relevant parties on an ongoing real time basis
Obtain monthly fact sheets from various service providers and upload on work drive within 3 (three) working days of receipt
Create monthly fact sheets and upload on work drive within 5 (five) working days after receipt of data
3. Management of Investment Solutions
Monitor and analyse the local and global economic environment
Develop and manage an asset allocation strategy
Create and implement new solutions/portfolios
Ongoing Management of Portfolios (including switches)
Research and analyse existing and potential investments opportunities and/or fund managers
Attend asset management and service provider presentations and provide feedback
Conduct investment analysis for our prospect and client portfolios within 3 (three) working days of receipt
Review and improve systems and processes
Liaise with relevant stakeholders
4. Feedback & Communication
Based on your research, compile and distribute monthly market overview reporting, due within 10 (ten) working days after month end
Based on your research and Fund Manager commentary, compile and distribute detailed quarterly market and fund manager overview reporting, due within 1 month after quarter end
Provide monthly performance feedback on various investment solutions
Assist with investment related articles, topics for client communication
Assist with any ad hoc feedback related to the investment management process
Attend, present and make recommendations at investment committees and/or client feedback sessions
5. Qualifications
Bachelors degree within Finance / Accounting / Economics / Investments
Chartered Financial Analyst (CFA) or Chartered Investment Performance Measurement (CIPM) certification
3 5 years of working experience in same or similar role
6. Soft Skills Competencies
Attention to detail
Effective communication skills
Deadline driven
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