Pretoria: Investment analyst: Local investments

Objectives Be an integral member of the investment committee, providing investment research, analyses, and recommendations Deliver sound investment advice and strategies to ensure portfolios performance exceed benchmarks over the long term Provide professional and relevant presentations to various audiences while projecting the company in a favourable light Contribute to the establishment of common practices, tools, and templates for portfolio management, and ensure adherence to company and legal standards Responsibilities Research and analyses Conduct due diligence on companies and industries by researching and reading financial statements and market data Analyse financial information relating to specific companies, e.g. company results, profit and loss, balance sheet and cash flow statements to determine how an organisation is positioned to deliver for investors Keep up to date with market developments, new investment products and all other areas that can affect the markets, e.g. movements in the economies of relevant countries Consider how the economic implications of factors such as natural disasters, weather and wars might affect the performance of companies and funds. Monitor the financial news using specialist media sources Carry out financial modelling and projections. Analyse research platforms to determine most cost-effective way to obtain research Investment committee Make recommendations to the investment committee, being able to position ideas and articulate to the investment committee the potential and risks of various investment options Provide portfolio performance reports at regular intervals, comparing performance to benchmarks, other similar funds, and the markets Ensure investment committee decisions are implemented Document the investment strategy of each portfolio. Ensure the risk table is updated when necessary Propose new portfolios from time to time that could be beneficial to clients Presentations and reports Prepare research and other articles for the monthly newsletters Prepare the quarterly reports Prepare the quarterly factsheets Meet with and provide relevant information to wealth managers and clients, including the preparation of presentations/and or research reports for clients Present at various company seminars, webinars or other events Compliance Consider and stay up to date with all applicable regulations Ensure that all compliance regulations are met Required skills and qualifications Relevant experience in a similar role or a role whereby the relevant skills have been obtained Excellent written and spoken communication skills Confidence Research skills Strong time management skills The ability to work effectively under pressure Excellent numerical and IT skills Analytical and problem-solving skills Teamworking skills A keen interest in and understanding of financial markets Qualifications Bachelors degree (or equivalent) in finance or related field CFA qualification would be beneficial Consultant: AliciaBodenstein – Dante Personnel Pretoria Faerie Glen