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Junior Research Analyst

Old MutualZA

30+ days ago

Job description

Job title : Junior Research Analyst

Job Location : Western Cape,

Deadline : December 30, 2025

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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

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Research Analyst • ZA

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