Investment Analyst

Placements24; Benoni; Hybrid; ZAR 520,000 - 820,000; Full time

Benefits offered by this job

Competitive salary and bonus potential

Health, dental, and vision insurance

Support for CFA designation

Hybrid work model in Benoni

Exposure to diverse asset classes

Job summary

Placements24 in Benoni is seeking an Investment Analyst to join our asset management team. You will support investment decisions through market research, financial analysis, and portfolio performance evaluation, collaborating with experienced portfolio managers in a hybrid work setting.

The role suits analytical professionals with 2–4 years of experience, strong modeling skills, and an interest in CFA progression.

Qualifications

• Bachelor's degree in Finance, Economics, or related quantitative field.
• 2–4 years of investment analysis or related experience.
• Strong quantitative and analytical skills with financial modeling.
• Knowledge of financial markets, instruments and valuation methodologies.
• Experience with Bloomberg or Refinitiv and Excel.

Responsibilities

• Conduct comprehensive research on equity, fixed income, and alternative investment markets.
• Develop financial models and valuation analyses for potential investments.
• Monitor portfolio performance, analyze risks, and prepare performance reports.
• Stay informed about economic trends, industry developments, and geopolitical events impacting investment markets.
• Collaborate with portfolio managers to formulate and implement investment strategies.
• Assist in preparing investment committee materials and client communications.

Skills

Financial modeling

Quantitative analysis

Report writing

Portfolio analysis

Education

Bachelor's degree in Finance or Economics

CFA progress

Tools

Bloomberg

Refinitiv

MS Excel

Job description

About the Role

Our client is seeking a sharp and motivated Investment Analyst to join their asset management team in Benoni . This role is pivotal in supporting investment decisions through in-depth market research, financial analysis, and portfolio performance evaluation. You will work alongside experienced portfolio managers, contributing to investment strategy development and risk management. This is a great opportunity for an analytical professional looking to grow their career in investment management, benefiting from a hybrid work setup that allows for both collaborative teamwork in the office and focused analysis remotely, fostering a productive and adaptable work culture.

Key Responsibilities

• Conduct comprehensive research on equity, fixed income, and alternative investment markets.
• Develop financial models and valuation analyses for potential investments.
• Monitor portfolio performance, analyze investment risks, and prepare performance reports for clients and management.
• Stay informed about economic trends, industry developments, and geopolitical events impacting investment markets.
• Collaborate with portfolio managers to formulate and implement investment strategies.
• Assist in the preparation of investment committee materials and client communications.

Requirements

• Bachelor's degree in Finance, Economics, or a related quantitative field; progress towards CFA is a plus.
• 2-4 years of experience in investment analysis, research, or a related financial role.
• Strong quantitative and analytical skills, with proficiency in financial modeling.
• Excellent understanding of financial markets, investment instruments, and valuation methodologies.
• Proficiency in financial databases (e.g., Bloomberg, Refinitiv) and MS Excel.
• Strong written and verbal communication skills for report preparation and presentation.

Benefits

• Competitive salary and bonus potential.
• Comprehensive health, dental, and vision insurance.
• Support for obtaining professional designations like the CFA.
• Hybrid work model providing flexibility and work-life balance in Benoni .
• Exposure to diverse asset classes and investment strategies.