Investment Analyst Sandton - South Africa
Kamo Placements CC
Reference: JHB001513-MS-1 Investment Analyst Job Advert Summary The Investment Analysts will assist the Senior Investment Manager in the implementation of the investment policy and investment strategy. Prepare investment performance monitoring and reporting. Prepare quarterly investment packs for Investment Steering Committee and Investment Committee. Assist with asset manager selection, appointment and monitoring. Monitoring and reconciling of company's investment accounting data. Conduct asset manager due diligence exercises and reporting. Assist company with ESG incorporation, responsible investment, and reporting. Assisting with Investment Statutory Reporting and Financials. Minimum Requirements Minimum Qualifications: Relevant B degree qualification (B Com/ BAcc) Advantageous if the qualification is relevant to investments Minimum Experience: Minimum 2 years in an investment environment. Please note that preference will be given to people with disabilities. Duties and Responsibilities 1. Operational Compile data received from asset managers for reporting to Senior Investment Manager. Reconcile data received from Asset managers vs what is received from the bank. Monitoring of post-trade mandate compliance. Assist in the preparation of investment commentary for monthly reporting to internal stakeholders. Provide investment portfolio information to the Senior Investment Manager for the actuarial team. Populate data received from Actuarial department on market performance indicators on a monthly basis for investment workings. Assist in the preparation of monthly investment reports. Assist Investment Manager in the preparation of investment performance packs for Investment Steering Committee and Investment Committee. Maintain relationships with service providers for outsourced functions such as asset managers, asset consultants, investment administrators. Resolving any investment related queries with, asset Managers, asset consultants, investment administrators. Consolidating, monitoring, and analysing investment data. Reporting on company's investment portfolio and performance and Identification of investment risks and opportunities. Assisting the Head of investments with ad-hoc activities. Monitoring and Reporting of Investment Performance Reporting using StatPro Revolution. Monitoring of financial markets using Bloomberg. 2. Financial & Statutory Reporting Daily Compilation of Asset managers data and calculation of Assets Under Management (AUM). Monthly and Quarterly investment reconciliations. Month end Investment journals. Monthly invoices Compliance and Variance/Cash report Application Questions Do you have the relevant B degree qualification (B Com/ BAcc) ? Do you have the minimum 2 years' experience in an investment environment? Do you have experience in the Non-life / Short term insurance industry? Annually
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