Overview: Our client is a financial services provider, managing close to R20 billion in assets under management across South Africa and offshore. They are seeking an analyst to work closely in a team with the Portfolio Managers, supporting the portfolio efforts for their multi-asset products. If you are currently working within a LISP environment or a Unit Trust company and looking to get into asset management as a Junior Investment Analyst, then this role is for you. This opportunity will offer you the entry experience that you may be looking for.

Responsibilities:

Develop a deep understanding of the multi-asset team`s models, fundamental research inputs, portfolio specific guidelines and objectives to determine implications for investment strategy Contribute to research and implementation of alternative risk and dynamic asset allocation across asset classes, such as equities, bonds, currencies, and commodities Review portfolio positioning across accounts and identify trades / rebalancing needs to bring portfolio into alignment with current strategy Perform ad-hoc research projects related to the market environment, portfolio design, and strategy implementation that will have a meaningful impact on portfolio decisions Provide data and communication support to business development and client group teams that explain our investment thesis and resulting portfolio positioning

Requirements:

Degree in finance, accounting or maths or quantitative fields, post-graduate degree preferred. B.Bus.Sci; B.Com (Hons) etc Studying towards CFA may be an advantage May have zero to three years working experience within an asset management environment – preferably a LISP or Unit Trust environment Passion for investing with a strong desire to be an integral part of a multi-asset investment process An interpersonally engaging temperament, comfortable interacting with individuals across the business and with clients and working in a fast-paced environment Highly analytical with an attention for detail Demonstrated history of taking initiative, anticipating needs of the team, working autonomously, and defining a path for personal development Ability to program and work with large data sets in any of the commonly used statistical packages (MATLAB experience not required, but a plus) South African Citizens only should apply Own transport required

Multi-Asset Investment Analyst/ Junior Analyst position available in Cape Town Region, Cape Town City Centre. This job position was posted by . The job has been posted on 2025-03-15 in the Accounting Finance category

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