Credit Analyst

CA Financial Appointments; Wes-Kaap; On-site; ZAR 200,000 - 300,000; Full time

Job summary

A leading financial services company located in South Africa is seeking a qualified candidate with CA(SA) or relevant postgraduate degree for an exciting opportunity in the investments sector. The ideal applicant should have 1-2 years of experience, particularly in financial modelling, and a keen interest in pursuing CFA studies. The role involves validation of investment models, research processes, and assessing creditworthiness, among other tasks.

Qualifications

• Minimum 1 - 2 years experience with advanced Excel skills.
• Strong problem-solving and decision-making capabilities.
• Excellent communication and interpersonal skills.

Responsibilities

• Validate investment models and research processes.
• Assist with model validation policies.
• Review quantitative models and analytics tools.

Skills

Financial modelling skills

Attention to detail

Decision-making skills

Communication skills

Ability to manage workflow

Education

CA(SA) qualified or relevant Post Graduate Degree / Masters

Tools

Excel

Job description

Exceptional opportunity for a qualified CA(SA) with 1 – 2 years experience with financial modelling skills who has a keen interest in the area of investments and pursuing CFA studies within the Credit Funds space at an investment management team. This is suited to a passionate young investment professional, who follows the markets and is keen on a career in the Credit Funds space.

Requirements:

• Validate Investment model, research processes
• Assist with model validation policies
• Review processes and analytics tools, that monitor accuracy on model and portfolio
• Review and develop quantitative models and techniques
• Utilise financial scorecards to analyse creditworthiness of companies and sub-factor drivers of credit score, incorporate ESG analysis
• Analyse and research, assess and monitor creditworthiness of borrowers or issuers over term of exposure
• Monitor risk-adjusted return of credit universe, assemble and oversee portfolio optimization models, make recommendations to enhance credit portfolio performance
• Review opportunities both listed and unlisted assets, including exposure to assets in Infrastructure Funds
• Develop debt investments via new and existing borrowers, liaise with bond issuers, DCM teams, arrangers, and rating agencies
• Give input into development of broader responsible investment policies, ESG methodologies, and impact strategies
• Validate investment models and monitor portfolio performance and accuracy
• Ensure the accuracy and currency of information used in the process

Requirements:

• Minimum of either CA(SA) qualified or relevant Post Graduate Degree / Masters with a preference to candidates pursuing CFA
• Minimum of 1 – 2 years experience, with advanced Excel Skills / financial model building / programming experience advantageous
• Highly structured, attention to detail and accurate
• Strong decision-making and problem-solving skills
• Excellent interpersonal and communication skills
• Ability to manage complex processes and focus on business outcomes
• Strong work ethic, self-motivated, driven and result oriented
• High level of self-confidence
• Ability to manage workflow on longer-term research projects and demonstrate high technical competence
• Passionate about investments

Please note that if you have not heard from us within 2 weeks of your application, please consider it as unsuccessful for this particular role. Please do though continue to follow us online and apply for suitable opportunities.