Investment Analyst - Asset Management

Placements24; Bloemfontein; On-site; ZAR 520,000 - 700,000; Full time

Benefits offered by this job

Performance-based bonus

Health insurance

Retirement benefits

Professional growth

Access to research tools

Job summary

Placements24 is seeking an Investment Analyst in Bloemfontein to support portfolio managers by conducting in-depth research and building valuation models. You will prepare detailed investment recommendations across asset classes in a collaborative office environment.

The role requires 2–5 years of experience, strong quantitative skills, and proficiency with financial databases such as Bloomberg and Refinitiv Eikon, plus Excel. CFA progress is highly regarded.

Qualifications

• Bachelor's degree in Finance, Economics, Accounting, or related quantitative discipline is required.
• CFA designation or progress towards it is highly preferred.
• Strong quantitative and analytical skills with financial modeling experience.
• Familiarity with equities, fixed income, and other asset classes; proficient with Bloomberg/Refinitiv/Excel.

Responsibilities

• Conduct fundamental analysis of companies, industries, and economies to identify investment opportunities.
• Build and maintain financial models for valuation, forecasting, and scenario analysis of securities and portfolios.
• Prepare investment research reports and presentations for portfolio managers and investment committees.
• Monitor market developments, economic trends, and news impacting portfolios.
• Collaborate with portfolio managers to develop and execute investment strategies.
• Assist in performance attribution and risk management analysis for portfolios.

Skills

Financial modeling

Quantitative analysis

Communication skills

Excel proficiency

Education

Bachelor's degree in Finance, Economics, Accounting, or related quantitative discipline

CFA designation or progress towards it (preferred)

Tools

Bloomberg

Refinitiv Eikon

Excel

Job description

About the Role

Our client, a prominent asset management firm, is seeking a sharp and driven Investment Analyst to join their dedicated investment team based in Bloemfontein . This role is integral to supporting portfolio managers by conducting in-depth research and analysis of potential investment opportunities across various asset classes. You will be responsible for gathering financial data, building valuation models, and preparing detailed investment recommendations. This is an excellent opportunity for an ambitious analyst eager to deepen their expertise in investment management and contribute to sophisticated portfolio construction within a highly professional and collaborative office environment.

Key Responsibilities

• Conduct fundamental analysis of companies, industries, and economies to identify investment opportunities.


• Build and maintain financial models for valuation, forecasting, and scenario analysis of securities and portfolios.


• Prepare comprehensive investment research reports and presentations for portfolio managers and investment committees.


• Monitor market developments, economic trends, and news impacting investment portfolios.


• Collaborate with portfolio managers to develop and execute investment strategies.


• Assist in performance attribution and risk management analysis for investment portfolios.

Requirements

• Bachelor's degree in Finance, Economics, Accounting, or a related quantitative discipline; CFA designation or progress towards it is highly preferred.


• 2-5 years of experience in investment analysis, equity research, or asset management.


• Strong quantitative and analytical skills, with proficiency in financial modeling and valuation techniques.


• Familiarity with various asset classes (equities, fixed income, alternatives) and investment strategies.


• Excellent written and verbal communication skills, with the ability to articulate complex investment ideas clearly.


• Proficiency in financial databases and analytical software (e.g., Bloomberg, Refinitiv Eikon, Excel).

Benefits

• Competitive annual salary with a performance-based bonus structure.


• Comprehensive health insurance and retirement benefits.


• Opportunities for professional growth, certifications, and advancement within the firm.


• Access to industry-leading research tools and resources.


• A professional and team-oriented work culture fostering continuous learning and development.