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Research and Investment Analyst - Cape Town City Centre
Key Responsibilities:
Market Insights:
Analyse, interpret, and disseminate critical market, investment, and industry information
.
In-Depth Research:
Conduct thorough research on local and international investment schemes, active and passive investing, and benchmark performance
.
Thought Leadership
: Write insightful articles, conduct engaging interviews, and deliver compelling presentations on various financial topics.
Portfolio Management
: Assist in constructing portfolios and aligning investments with comprehensive financial planning
.
Innovative Solutions:
Understand and position alternative investments and smoothed products, such as life annuities and monthly bonus products
.
Support Excellence:
Provide top-tier support to intermediaries, business development, and distribution teams
.
Tool Maintenance:
Help maintain proprietary research and investment tools.
Qualifications:
Relevant Financial Post Graduate Qualification
CFA Level 2 Minimum (CFA Level 3 Preferred)
2 -3 years experience in a retail financial environment/ Asset manager research/ Financial planning
Good knowledge on LISP products
Willing to travel nationally.
Valid drivers license
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