Symmetry: Research Analyst

Old Mutual Limited; Cape Town; Sur place; ZAR 900 000 - 1 300 000; Plein temps

Résumé du poste

Old Mutual Limited is seeking an experienced research analyst to support investment decisions within an asset class. You will conduct rigorous research, assess fund managers and strategies, and produce high quality insights for the team.

The role emphasizes clear communication of findings and timely market updates. Applicants should have a finance or economics background, CFA consideration, and 2–7 years of relevant experience.

Qualifications

• Bachelor’s degree in finance, economics or related field is required.
• CFA candidate or charterholder or equivalent is preferred.
• 2–7 years of relevant experience in investment research.
• Strong quantitative and analytical capabilities.
• Knowledge of funds, fund managers and investment research processes.

Responsabilités

• Researches, analyzes and monitors asset managers and strategies.
• Provides recommendations for investment decisions based on research.
• Produces high quality research and insights on investment solutions.
• Delivers fund peer group analysis and fiduciary updates.
• Communicates research findings between external fund managers and Symmetry.
• Assists in gathering and transforming fund-related information.

Connaissances

Analytical Thinking

Data Classification

Data Modeling

Data Analysis

Oral Communications

Policies & Procedures

Formation

Bachelor’s degree in finance or economics

NQF Level 5 or equivalent

Description du poste

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 within an asset class. 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 OMMM 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._

Qualification, Skills and Experience

• 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

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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 5 - Higher, Advance or Occupational Certificate or equivalent

Closing Date

29 October 2026 , 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!_