Symmetry: Research Analyst

Old Mutual Life Assurance Company (SA) Ltd; Cape Town; On-site; ZAR 900,000 - 1,100,000; Full time

Job summary

Old Mutual Life Assurance Company (SA) Ltd is seeking an Investment Research Analyst to support research, analysis, and recommendations within an asset class. You will be accountable for delivering high-quality research outputs and insights reports for investment solutions, and for maintaining strong communication with external fund managers.

The role requires a Bachelor’s degree in finance or economics, CFA candidacy or charter, and 2–7 years of relevant experience.

Qualifications

• Bachelor’s degree in finance, Economics, or a related field.
• CFA candidate or charterholder, or similar. 2 - 7 years of relevant experience.
• NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent.

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

Skills

Quantitative analysis

Financial acumen

Data modeling

Oral communication

Decision quality

Communication

Education

Bachelor’s degree in finance or economics

CFA candidate / charterholder

NQF Level 5 or higher

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 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 na 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!

Old Mutual is a premium African financial services organisation that offers a broad spectrum of financial solutions to retail and corporate customers across key market segments in 14 countries. The lines of business include Life and Savings, Property and Casualty, Asset Management and Banking and Lending. We are rooted in our purpose of Championing Mutually Positive Futures Every Day and believe that a great customer experience is anchored in a great employee experience.