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Cape Town: Jnr Research & Investment Analyst posted by CF & I Consulting






Date 2024-06-08
Job Title Jnr Research & Investment Analyst
Employer CF & I Consulting
More Information
Salary 440000
Category Finance Accounting
Location Western Cape
/ Cape Town

Job Summary

The Junior Research and Investment Analyst will be responsible for fund research and general investment research, client service and investment support, sales support, investment reporting and publications, presentations within the business and general administration.

Key outcomes

  • Thorough manager research, understand and explain collective investment schemes (including ETFs, Retail Hedge Funds and offshore funds) performance, positioning and mandates
  • Investment publications and reporting
  • General investment research: Analyse, interpret and disseminate market and economic information. Initiate research on current investment-related topics
  • Client service (telephonic, email and face-to-face)
  • Related administration responsibilities
  • Provide general investment support to Company`s investment and consulting divisions
  • Present investment-related information to internal business units
  • Write articles on research/ industry/ investment topics in English
  • Assist with the maintenance of proprietary research and investment tools

Qualifications and experience

  • Relevant Honours Commerce qualification
  • FA Level 1 or equivalent, with higher level qualification beneficial
  • Relevant experience in a retail financial environment would be an advantage
  • Computer skills: MS EXCEL; MS WORD, Morningstar
  • Knowledge of economic principles and retail financial environment
  • Be willing to travel nationally if required

Jnr Research & Investment Analyst position available in Western Cape, Cape Town. This job position was posted by CF & I Consulting. The job has been posted as a premium ad on 2024-06-08 at 13:01:34 in the Finance Accounting category

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