Symmetry: Research Analyst

oldmutual; Cape Town; Presencial; ZAR 600 000 - 900 000; Tempo integral

Resumo da oferta

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

Qualificações

• 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.

Responsabilidades

• 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

Conhecimentos

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

Formação académica

Bachelor's degree in finance

NQF Level 5

Descrição da oferta de emprego

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 EffectivelyDecision 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!