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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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