Junior Investment Analyst

Placements24; East London; On-site; ZAR 180,000 - 300,000; Full time

Benefits offered by this job

Medical aid

Pension

Mentorship

Professional development support

Investment exposure

Collaborative culture

Job summary

Placements24 in Queenstown is seeking a motivated Junior Investment Analyst to join our Banking & Finance team. You will assist senior analysts with data gathering, research across asset classes, and preparing investment recommendations.

The role offers exposure to investment research, portfolio support, and valuation analysis while developing hands-on skills in a collaborative environment. An ideal candidate shows strong academics, financial market interest, and meticulous data handling.

Qualifications

• Bachelor's degree in Finance, Economics, Mathematics, or related quantitative field.
• Strong academic record with interest in investments and financial markets.
• Excel proficiency; Bloomberg or Refinitiv experience a plus.
• Excellent analytical, quantitative, and problem-solving skills.
• Strong written and verbal communication skills.
• Detail-oriented with good organizational and time management abilities.
• Eagerness to learn and contribute within a team environment.

Responsibilities

• Assist in the collection and analysis of financial data for publicly traded companies and market trends.
• Support senior analysts in preparing investment research reports and presentations.
• Monitor portfolio performance and contribute to performance attribution analysis.
• Conduct industry research and competitor analysis to identify investment opportunities and risks.
• Help maintain financial databases and investment models.
• Assist in the preparation of client meeting materials and ad-hoc reports.
• Learn and apply valuation methodologies and investment screening tools.

Skills

Analytical thinking

Strong communication

Team collaboration

Time management

Education

Bachelor's degree in Finance/Economics/Mathematics

Tools

Excel

Bloomberg

Refinitiv

Job description

About the Role

Our client is seeking an ambitious and analytical Junior Investment Analyst to join their team in Queenstown . This role offers an excellent opportunity for an early-career professional to gain hands-on experience in investment research and portfolio support within the dynamic Banking & Finance sector. You will assist senior analysts and portfolio managers in gathering data, conducting research on various asset classes, and preparing investment recommendations. The successful candidate will demonstrate a strong academic background, a keen interest in financial markets, and a meticulous approach to data analysis and reporting. This position is ideal for someone looking to build a solid foundation in investment management.

Key Responsibilities

• Assist in the collection and analysis of financial data for publicly traded companies and market trends.
• Support senior analysts in preparing investment research reports and presentations.
• Monitor portfolio performance and contribute to performance attribution analysis.
• Conduct industry research and competitor analysis to identify investment opportunities and risks.
• Help maintain financial databases and investment models.
• Assist in the preparation of client meeting materials and ad-hoc reports.
• Learn and apply valuation methodologies and investment screening tools.

Requirements

• Bachelor's degree in Finance, Economics, Mathematics, or a related quantitative field.
• Strong academic record with a demonstrable interest in investments and financial markets.
• Proficiency in Microsoft Excel; experience with financial data platforms (e.g., Bloomberg, Refinitiv) is a plus.
• Excellent analytical, quantitative, and problem-solving skills.
• Strong written and verbal communication skills.
• Detail-oriented with good organizational and time management abilities.
• Eagerness to learn and contribute within a team environment.

Benefits

• Competitive entry-level salary.
• Comprehensive benefits package including medical aid and pension.
• Mentorship program with experienced investment professionals.
• Opportunities for professional development and support for relevant certifications.
• Exposure to diverse investment strategies and asset classes.
• A collaborative and supportive team culture.