Investment Analyst

PSS Recruitment; Cape Town; On-site; ZAR 400,000 - 600,000; Full time

Job summary

A leading recruitment agency is seeking an Investment Analyst to join a dynamic team in Cape Town. The successful candidate will collaborate with senior team members to provide insightful analysis and support in managing diverse portfolios. This role requires a strong analytical background, excellent communication skills, and a commitment to delivering high-quality results. Candidates should possess a relevant bachelor's degree and have 3 to 5 years of experience in the investment sector.

Qualifications

• Minimum 3 to 5 years relevant experience in investments.
• Strong quantitative abilities and automation skills required.
• FAIS compliant representative status needed or to be obtained.

Responsibilities

• Provide portfolio analytics services for discretionary managed clients.
• Generate and analyze reports for Portfolio Managers.
• Monitor and assess portfolio managers and investment research teams.

Skills

Analytical skills

Attention to detail

Problem solving

Communication

Time management

Flexibility

Education

Bachelor's degree (FAIS recognised)

B.Com., B.Bus.Sci, B.Sc. (Maths, Accounting, Statistics, Finance, Engineering, Physics)

Tools

Microsoft Excel

Power BI

R

Python

Matlab

Morningstar

Bloomberg

FactSet

Job description

Investment Analyst - Listed
Market related package on offer

Work in collaboration with more senior members of the team to offer meaningful analysis and support to successfully manage a suit of portfolios

• Providing portfolio analytics services in relation to discretionary managed clients
• Monitor and assess incumbent and current managers alongside the portfolio managers and investment research teams
• Understands the construction of client portfolios and products that target different kinds of investment objectives
• Ensure that portfolios are kept up to date on relevant systems and that Portfolio Managers instructions are executed accurately and in a timely manner
• Analyse and monitor the exposures and risks around these portfolios on an ongoing basis.
• Provide support to the Portfolio Management team

Qualifications

• Minimum requirement of a bachelor's degree which can be FAIS recognised
• B.Com., B.Bus.Sci, B.Sc. (Maths, Accounting, Statistics, Finance, Engineering, Physics) or equivalent.
• Open to other tertiary qualifications depending on experience and evidence of quantitative abilities.
• Excellent academic performance

Experience

• 3 to 5 years of relevant experience in investments
• MM experience preferred
• Strong Quants and automation skills. Financial modeling and comfortable with Power BI.
• Will be required to be a FAIS compliant representative or work towards obtaining that status

Responsibilities

• Generation, interpretation and analysis of various analysis which would be useful to the Portfolio Managers
• Client report back presentation generation and checking
• Communication with clients and responding to report queries
• Monthly and quarterly retrieval, validation, reconciliation, analysis and preparation of data
• Data interrogation and analysis
• Develop an understanding of the market, risks and tools as well as systems used.
• Aid in the construction and monitoring of portfolios
• Understanding and regular monitoring of investment managers held in our products
• Develop an understanding of all portfolios they work on
• Client and internal report generation
• Checking of reports generated by other Analysts
• Interpretation and analysis of report results

Key competencies

Understanding of macroeconomics

• Portfolio construction and manager research experience beneficial
• Pays attention to detail
• Have an understanding of key risk, performance and attribution concepts
• Safeguards integrity of sensitive client data
• Deals with large quantities of portfolio and market data
• Understanding of portfolio and instrument level information
• Quick learner
• Strong passion for investments
• Strong analytical skills
• Good time management, and able to manage deadlines
• Able to work under pressure and multi-task
• Communicates clearly and politely, both verbally and in writing
• Able to work independently but also be a team player
• Uses initiative, is pro-active and possesses problem solving skills
• Willing to put in long hours when needed Problem solving / solutions focused ability and mindset
• Flexibility and adaptability to ensure delivery of outputs and to ensure that a high quality standard is maintained at all times
• Self-driven, determined and motivated
• Professionalism in all interactions
• Positive attitude to learning, growing and getting things done
• The nature of the job means that a high level of resilience and emotional maturity is required
• Commitment to learning and development
• Will embrace and live out the company's team culture
• Strong working knowledge of Microsoft Excel
• Use of Morningstar, Bloomberg, FactSet and programming languages like R, Python, Matlab advantageous.

Please note: only shortlisted candidates will be contacted.

Desired Skills:

• Degree
• relevant experience