Asset Management Research Analyst — Africa Focus

Old Mutual Life Assurance Company (SA) Ltd; Cape Town; On-site; ZAR 900,000 - 1,100,000; Full time

Job summary

Old Mutual Life Assurance Company (SA) Ltd is seeking an Investment Research Analyst to support research, analysis, and recommendations within an asset class. You will be accountable for delivering high-quality research outputs and insights reports for investment solutions, and for maintaining strong communication with external fund managers.

The role requires a Bachelor’s degree in finance or economics, CFA candidacy or charter, and 2–7 years of relevant experience.

Qualifications

• Bachelor’s degree in finance, Economics, or a related field.
• CFA candidate or charterholder, or similar. 2 - 7 years of relevant experience.
• NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent.

Responsibilities

• Researches, analyses and monitors asset managers and strategies.
• Makes recommendations for the selection of investment decisions based on the research process.
• Produce high quality research and insights reports on investment solutions.
• Produce fund peer group analysis output with quality insights (e.g. quarterly screening, manager flags, report back preparation, fiduciary updates).
• Act as key points of access and communication between external fund managers and Symmetry.
• Assist in collecting and transforming relevant information relating to funds, fund managers, market trends, etc.
• Keep the OMMM team abreast of important market events related to funds and fund managers Effectively communicate manager research findings to broader team

Skills

Quantitative analysis

Financial acumen

Data modeling

Oral communication

Decision quality

Communication

Education

Bachelor’s degree in finance or economics

CFA candidate / charterholder

NQF Level 5 or higher

Job description

Old Mutual Life Assurance Company (SA) Ltd is seeking an Investment Research Analyst to support research, analysis, and recommendations within an asset class. You will be accountable for delivering high-quality research outputs and insights reports for investment solutions, and for maintaining strong communication with external fund managers.

The role requires a Bachelor’s degree in finance or economics, CFA candidacy or charter, and 2–7 years of relevant experience.