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Junior Analyst - Lotus Gardens

Calling all BCom in Finance, Investments, or Accounting Graduates: Take the first step in your career and join a dynamic independent financial services company based in Cape Town as a Junior Analyst. Here, you'll have the chance to apply your analytical skills and passion for numbers in a supportive environment that values growth and innovation.

Responsibilities:

  • Conduct due diligence on underlying investments and assist with ad hoc data queries
  • Maintain and improve internal performance analysis
  • Client Support - Assist Wealth Managers with ad hoc data queries, including but not limited to client specific analysis
  • Marketing Support - Assist investment team in the creation and maintenance of client facing materials
  • Process or Procedures - Create efficiencies by automating existing processes; maintain and improve workflow procedures
  • On an adhoc basis - assisting the team with website maintenance, this can include adding new features, updating information, optimizing for performance

Requirements:

  • Relevant tertiary qualification (Bachelor's Degree in Maths, Accounting, Statistics, Finance, Investments)
  • Excellent communication skills in English (both verbal and written)
  • Highly numerate with a high attention to detail
  • A good team player who is client centric and detail-focused

Please note that if you have not heard from us within 2 weeks of your application, please consider it as unsuccessful for this particular role. Please do though continue to follow us online and apply for suitable opportunities.

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