Junior Investment Analyst

Placements24; Free State; Hybrid; ZAR 250,000 - 350,000; Full time

Benefits offered by this job

Medical aid

Retirement fund participation

Mentorship program

Hybrid work model

CFA program support

Job summary

Placements24 is seeking a Junior Investment Analyst in Upington to support an investment management team. This entry-level role offers hands-on experience in financial markets, research, and portfolio analysis, with mentorship and development opportunities.

The ideal candidate has a finance-related degree, strong Excel skills, and a passion for finance. The position features a hybrid work model and potential for performance-based bonuses in a growing team.

Qualifications

• Bachelor's degree in Finance, Economics, Business Administration, or related quantitative field.
• Strong academic record and keen interest in financial markets.
• Proficiency in Excel for data analysis and modeling.
• Excellent analytical, research, and problem-solving abilities.
• Strong written and verbal communication skills.
• Ability to work collaboratively in a team environment.

Responsibilities

• Conduct fundamental research on companies and industries to identify opportunities.
• Build and maintain financial models and valuation analyses.
• Gather and analyze market data, indicators, and news for investment decisions.
• Prepare investment memos, presentations, and internal reports.
• Monitor portfolios and track performance against benchmarks.
• Support senior team members on ad-hoc analytical projects.

Skills

Analytical skills

Research skills

Teamwork

Communication skills

Microsoft Excel

Education

Bachelor's degree in Finance/Economics

Tools

Microsoft Excel

Job description

About the Role

Our client is seeking an ambitious and motivated Junior Investment Analyst to join their investment management team in Upington. This entry-level position offers a fantastic opportunity to gain hands-on experience in financial markets, investment research, and portfolio analysis. You will support senior analysts and portfolio managers in evaluating investment opportunities and preparing market intelligence. This role is ideal for a recent graduate or early-career professional passionate about finance and eager to develop a strong foundation in the banking and finance industry.

Key Responsibilities

• Conduct fundamental research on companies and industries to identify potential investment opportunities.
• Assist in building and maintaining financial models and valuation analyses.
• Gather and analyze market data, economic indicators, and news relevant to investment decisions.
• Prepare investment memos, presentations, and reports for internal review.
• Monitor assigned portfolios and track performance against benchmarks.
• Support senior team members in various ad-hoc analytical projects.

Requirements

• Bachelor's degree in Finance, Economics, Business Administration, or a related quantitative field.
• Strong academic record and a keen interest in financial markets.
• Proficiency in Microsoft Excel for data analysis and modeling.
• Excellent analytical, research, and problem-solving skills.
• Strong written and verbal communication abilities.
• Ability to work collaboratively in a team environment.

Benefits

• Competitive entry-level salary and potential for performance-based bonuses.
• Comprehensive medical aid and retirement fund participation.
• Mentorship program with experienced investment professionals.
• Hybrid work model to support work-life balance.
• Opportunities for professional development and potential CFA program support.