Junior Research Analyst

Old Mutual South Africa; Cape Town; On-site; ZAR 500,000 - 800,000; Full time

Job summary

Old Mutual South Africa seeks an investment analyst to conduct research and analysis across asset classes. This role involves monitoring asset managers, making informed investment recommendations, and producing quality reports. Ideal candidates will possess a finance degree, CFA candidacy, and relevant experience in the industry.

Qualifications

• Bachelor’s degree in finance or economics is essential.
• CFA candidate or charterholder preferred.
• 2-7 years relevant experience required.

Responsibilities

• Researches and analyzes asset managers and strategies.
• Produces high-quality research and investment insights.
• Acts as a communication point between external fund managers and the team.

Skills

Accounting

Analytical Thinking

Client Management

Computer Literacy

Evaluating Information

Education

Bachelor’s degree in finance, Economics, or a related field

NQF Level 6 - Diploma

CFA candidate or charterholder

Job description

Let's Write Africa's Story Together!

Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.

Job Description

Symmetry is a business in build mode, evolving, growing, and redefining what investment solutions should look like.

This role is accountable for research & analysis and investment recommendations across asset classes. The incumbent is individually accountable for achieving results through own efforts.

Key Responsibilities:

• 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 Symmetry team abreast of important market events related to funds and fund managers.
• Effectively communicate manager research findings to broader team.

These responsibilities offer an overview and a general outline of the role and are not exhaustive.

Qualifications and Experience required:

• 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.

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.

Competencies

• Business Insight
• Collaborates
• Communicates Effectively
• Decision Quality
• Ensures Accountability
• Financial Acumen
• Instills Trust
• Manages Complexity

Education

NQF Level 6 - Diploma, Advance or Occupational Certificate or equivalent.

Closing Date

20 July 2025, 23:59

The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.

The Old Mutual Story!