Job Description
About the Role
The Junior Investment Analyst role at IT Ridge Technologies is a critical support function to the Investment Analyst, providing extensive reporting, monitoring and analysis of investment portfolios, and ensuring seamless liaison with various stakeholders.
Key Responsibilities
- Assist the Investment Analyst with month reconciliation of investment transactions and asset valuations
- Assist the Investment Analyst with execution of investment instructions and liaison between back office, middle office and asset managers
- Assist the Investment Analyst with preparation of monthly and quarterly investment reports that include asset manager and portfolio returns, comparison against benchmarks, performance attribution, portfolio composition summaries and commentary
- Assist with preparation of various monthly and quarterly reports in support of other units within the Corporation such as finance, risk and actuarial
- Monitor and report market, credit and liquidity risk to ensure compliance with defined limits
- Assist with the rebalancing of investment portfolios
- Assist with monitoring fund managers compliance with mandates/benchmarks and reporting
- Provision of documented processes and illustrations as requested by auditors
- Assistance with adhoc projects assigned by the Head of Investments
- Assist the investment specialist with producing research notes from manager report backs and due diligences
- Assistance with manager onboarding, transition planning and post transition reconciliation
Requirements
- A relevant University degree BCom/BSc in Investments management or related discipline (Mathematics, Statistics or Economics)
- A minimum of 2 years experience in an investment environment
- Knowledge of external market systems such as Bloomberg will be an advantage
Qualifications
None mentioned.
Salary & Benefits
Not applicable.
How to Apply
Click the green “Go Apply” button below to apply directly online with the employer.
About Other Clearing and Forwarding Jobs in Gauteng
The clearing and forwarding industry in Gauteng, South Africa is a significant sector that involves the transportation and logistics of goods, often involving complex supply chain management. Generally, this field operates within a diverse range of industries, including but not limited to the manufacturing sector, where products are transported from suppliers to customers, and the technology industry, where equipment is shipped internationally.
Typically, salaries for clearing and forwarding professionals in Gauteng fall within broad ranges, often between R400 000 to R800 000 per annum. However, it’s essential to note that actual salaries can vary greatly depending on factors such as experience, company size, and industry sector. For instance, a seasoned professional with extensive experience may earn significantly more than someone just starting their career in this field.
Common skills required for clearing and forwarding roles include strong communication and problem-solving abilities, a good understanding of logistics and transportation regulations, and proficiency in shipping software and technology platforms. Typically, candidates with degrees or diplomas in business management, supply chain management, or logistics are well-suited for these types of positions. Often, experience working within the industry is also highly valued by employers.
The clearing and forwarding industry commonly employs professionals from a variety of sectors, including manufacturing, technology, and e-commerce. These roles often involve coordinating international shipments, managing warehouse operations, and ensuring compliance with regulatory requirements. In terms of career development, there are opportunities for advancement to management or senior leadership positions within the industry, as well as the chance to specialize in specific areas such as customs brokerage or freight forwarding.
This information provides general career guidance. Actual salaries and requirements vary by employer.
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