Investment Research Analyst: Asset & Fund Strategy

oldmutual; Cape Town; Vor Ort; ZAR 600.000 - 900.000; Vollzeit

Zusammenfassung

Old Mutual invites a research-focused investment analyst to join Symmetry in Cape Town. You will research asset managers, analyze strategies, and produce insights and fund peer analyses to inform investment decisions.

You will communicate findings to the team and external fund managers, supporting fiduciary updates and market trend reporting. Qualifications include a Finance or Economics degree, CFA candidate or charterholder, and 2–7 years of relevant experience with strong quantitative skills

Qualifikationen

• 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.

Aufgaben

• Researches, analyses and monitors asset managers and strategies.
• Makes recommendations for the selection of investment decisions based on the research process.
• Produce high quality research and insights reports on investment solutions.
• Produce fund peer group analysis output with quality insights (e.g. quarterly screening, manager flags, report back preparation, fiduciary updates).
• Act as key points of access and communication between external fund managers and Symmetry.
• Assist in collecting and transforming relevant information relating to funds, fund managers, market trends, etc.
• Keep the OMMM team abreast of important market events related to funds and fund managers
• Effectively communicate manager research findings to broader team

Kenntnisse

Accounting

Action Planning

Analytical Thinking

Budget Management

Client Management

Data Classification

Data Compilation

Data Controls

Data Modeling

Document Management

Evaluating Information

Oral Communications

Policies & Procedures

Ausbildung

Bachelor's degree in finance

NQF Level 5

Jobbeschreibung

Old Mutual invites a research-focused investment analyst to join Symmetry in Cape Town. You will research asset managers, analyze strategies, and produce insights and fund peer analyses to inform investment decisions.

You will communicate findings to the team and external fund managers, supporting fiduciary updates and market trend reporting. Qualifications include a Finance or Economics degree, CFA candidate or charterholder, and 2–7 years of relevant experience with strong quantitative skills