Investment Research Analyst — Asset Class Focus

Old Mutual Limited; Cape Town; On-site; ZAR 650,000 - 900,000; Full time

Job summary

Old Mutual Limited is seeking a Symmetry Research Analyst to perform research and analysis on asset managers and investment strategies in a fast-evolving environment in South Africa. The role emphasizes rigorous research processes and clear communication of investment insights to the team.

The successful candidate will evaluate fund managers, produce actionable reports, and support market trend analysis while collaborating with internal and external stakeholders.

Qualifications

• Bachelor’s degree in finance, Economics, or a related field.
• CFA candidate or charterholder, or similar.
• 2 - 7 years of relevant experience.
• Relevant knowledge of the industry and fund managers.
• Demonstrate strong quantitative and analysis skills.

Responsibilities

• Research, analyse and monitor asset managers and strategies.
• Make recommendations for investment decisions based on research.
• Produce high quality research and insights reports on investment solutions.
• Produce fund peer group analysis output with quality insights.
• Act as key points of access and communication between external fund managers and Symmetry.
• Assist in collecting and transforming information relating to funds and market trends.

Skills

Accounting

Action Planning

Analytical Thinking

Budget Management

Client Management

Computer Literacy

Data Classification

Data Compilation

Data Controls

Data Modeling

Document Management

Evaluating Information

Oral Communications

Policies & Procedures

Education

NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent

Job description

Old Mutual Limited is seeking a Symmetry Research Analyst to perform research and analysis on asset managers and investment strategies in a fast-evolving environment in South Africa. The role emphasizes rigorous research processes and clear communication of investment insights to the team.

The successful candidate will evaluate fund managers, produce actionable reports, and support market trend analysis while collaborating with internal and external stakeholders.