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.

• 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

• 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 Western Cape, Cape Town. This job position was posted by Rory Mackie & Associates. The job has been posted as a premium ad on 2025-03-16 at 13:00:23 in the Management category

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