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Investment Analyst

Investment Analyst

RiscuraCape Town, Western Cape, South Africa
8 days ago
Job description

Overview

Applications Close 17 October 2025

Location : Cape Town, South Africa

Reports To : Investments Manager

Application Criteria

  • Minimum requirement of a bachelor’s degree which can be FAIS recognised B.Com., B.Bus.Sci, B.Sc. (Maths, Accounting, Statistics, Finance, Engineering, Physics) or equivalent. Open to other tertiary qualifications depending on experience and evidence of quantitative abilities

Experience

  • 2 to 5 years of relevant experience in investments.
  • Will be required to be a FAIS compliant representative or work towards obtaining that status.
  • EE Disclaimer

    RisCura complies with the Employment Equity Act and will fill all roles in accordance with our Employment Equity strategy and to the specification of the business area. Applicants who have not heard back from Human Resources within one month of the closing date should consider their application unsuccessful.

    Purpose of Job

  • Work in collaboration with more senior members of the team to offer meaningful analysis and support to successfully manage a suit of portfolios
  • Providing portfolio analytics services in relation to discretionary managed clients
  • Monitor and assess incumbent and current managers alongside the portfolio managers and investment research teams
  • Understands the construction of client portfolios and products that target different kinds of investment objectives
  • Ensure that portfolios are kept up to date on relevant systems and that Portfolio Managers instructions are executed accurately and in a timely manner
  • Analyse and monitor the exposures and risks around these portfolios on an ongoing basis.
  • Key Competencies, Skills and Attributes

  • Understanding of macroeconomics
  • Portfolio construction and manager research experience beneficial
  • Pays attention to detail
  • Understanding of key risk, performance and attribution concepts
  • Safeguards integrity of sensitive client data
  • Deals with large quantities of portfolio and market data
  • Understanding of portfolio and instrument level information
  • Quick learner
  • Strong passion for investments
  • Strong analytical skills
  • Good time management, and able to manage deadlines
  • Able to work under pressure and multi-task
  • Communicates clearly and politely, both verbally and in writing
  • Able to work independently but also be a team player
  • Uses initiative, is pro-active and possesses problem solving skills
  • Willing to put in long hours when needed; problem solving / solutions focused ability and mindset
  • Flexibility and adaptability to ensure delivery of outputs and to maintain a high quality standard at all times
  • Self-driven, determined and motivated
  • Professionalism in all interactions
  • Positive attitude to learning, growing and getting things done
  • High level of resilience and emotional maturity is required
  • Commitment to learning and development
  • Will embrace and live out RisCura’s team culture
  • Monthly / Daily Tasks

  • Generation, interpretation and analysis of various analyses useful to the Portfolio Managers
  • Data interrogation and analysis
  • Develop an understanding of the market, risks and tools as well as systems used
  • Aid in the construction and monitoring of portfolios
  • Understanding and regular monitoring of investment managers held in our products
  • Develop an understanding of all portfolios they work on
  • Client report back presentation generation and checking and working toward presenting to clients
  • Communication with clients and responding to report queries
  • Monthly and quarterly retrieval, validation, reconciliation, analysis and preparation of data
  • Client and internal report generation
  • Checking of reports generated by other Analysts
  • Interpretation and analysis of report results
  • Be able to present internally and externally
  • Aid in improving processes including automation efforts to improve efficiencies
  • Ad hoc analyses
  • Manual recalculation of some statistics
  • Other Key Relationships

  • Global Investment Committee
  • Asset Allocation Team
  • Manager Research
  • Research and Development team
  • Analysts responsible for reporting team
  • Remuneration

    Market-related

    Apply Today

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    Investment Analyst • Cape Town, Western Cape, South Africa

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