Investment Analyst

Placements24; Sandton; Hybrid; ZAR 600,000 - 900,000; Full time

Benefits offered by this job

Hybrid work model

Health insurance

Retirement plan

Job summary

Placements24 in Sandton is seeking a sharp Investment Analyst to join their sophisticated team. You will conduct in-depth research across asset classes, build models, and provide data-driven insights to portfolio managers.

The role offers exposure to complex markets, a hybrid work model, and a clear path for CFA progression. Candidates should have a strong foundation in finance, robust quantitative skills, and excellent communication.

Qualifications

• Bachelor's degree in Finance, Economics, Mathematics, or related field.
• Progress towards or completion of CFA designation is a plus.
• Minimum of 3 years of experience in investment analysis, equity research, or portfolio management.
• Strong quantitative skills and proficiency in financial modeling and data analysis tools.
• Excellent research, analytical, and written communication skills.
• Ability to work independently and collaboratively in a fast-paced, demanding environment.

Responsibilities

• Perform fundamental analysis on equities, fixed income, and other securities.
• Develop financial models to forecast company performance and valuation.
• Monitor economic trends and market developments affecting investment portfolios.
• Prepare investment research reports and present findings to the investment committee.
• Assist portfolio managers in asset allocation and risk management.

Skills

Financial modeling

Data analysis

Quantitative skills

Research & writing

Education

Bachelor's degree in Finance/Economics/Mathematics

Tools

Excel

Statistical software

Job description

About the Role

Our client is looking for a sharp and analytical Investment Analyst to join their sophisticated investment team in Sandton , the financial heart of Johannesburg. This role is crucial for conducting in-depth research and analysis on potential investment opportunities across various asset classes, contributing to the formulation of investment strategies and portfolio management. You will work closely with portfolio managers, providing data-driven insights and recommendations. This is a fantastic opportunity for a driven analyst to gain exposure to complex financial markets and contribute to impactful investment decisions within a leading financial services firm.

Key Responsibilities

• Perform fundamental analysis on equities, fixed income, and other securities.
• Develop financial models to forecast company performance and valuation.
• Monitor economic trends and market developments affecting investment portfolios.
• Prepare investment research reports and present findings to the investment committee.
• Assist portfolio managers in asset allocation and risk management.

Requirements

• Bachelor's degree in Finance, Economics, Mathematics, or a related field.
• Progress towards or completion of CFA designation is a plus.
• Minimum of 3 years of experience in investment analysis , equity research, or portfolio management.
• Strong quantitative skills and proficiency in financial modeling and data analysis tools.
• Excellent research, analytical, and written communication skills.
• Ability to work independently and collaboratively in a fast-paced, demanding environment.

Benefits

• Highly competitive salary and bonus structure reflecting performance and market standards.
• Hybrid work model for enhanced flexibility and work-life balance.
• Comprehensive benefits package including health insurance and retirement plan.
• Significant opportunities for professional growth and career progression within Sandton's financial district.
• Exposure to sophisticated investment strategies and a dynamic market.