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Investment Analyst

Investment Analyst

Old MutualZA
16 days ago
Job description

Job title : Investment Analyst

Job Location : Western Cape, Deadline : March 20, 2025 Quick Recommended Links

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Job Description

  • A great opportunity to join a growing and focused investment team as an Investment Analyst. The role will give the successful candidate exposure to both local and global capital markets, working within in a dynamic team environment. Pro-activeness and a willingness to take responsibility is rewarded through career growth opportunities and remuneration.

    • Key responsibilities will include amongst others :

  • Investment research across asset classes from a top down perspective.
  • Bottom up company / stock research on local and global markets.
  • Develop and evaluate financial models on companies.
  • Perform valuation analysis on company shares.
  • Make investment recommendations based on research conducted.
  • Present investment ideas and updates to the investment team and portfolio managers.
  • Undertake ad hoc research requests from portfolio managers.
  • Keep abreast of current market and industry developments.
  • Work alongside the compliance team in monitoring portfolio mandates from a compliance perspective.
  • Portfolio performance analysis.
  • Be a member of and contribute to model portfolio sub-committees.
  • Enhance company brand and profile through media contributions that could include commentary on company result updates, written investment-related articles, journalist interviews and webinar presentations etc.
  • Key Results areas :
  • Researching and presenting investment ideas based on thorough analysis.
  • Presenting emerging investment themes and interesting topics.
  • Portfolio manager support.
  • Portfolio manager mandate monitoring.
  • Investment performance analysis.
  • Building company profile through publication of research across numerous media platforms.

    • Qualifications and Experience required :

  • Relevant post-graduate qualification (BComm, BSc, B.Bus.Sci, CA(SA), CFA).
  • Minimum of 5 years relevant industry experience.
  • Understanding of financial statements and financial analysis.
  • Strong quantitative skills / numeracy.
  • Critical reasoning skills.
  • Intermediate in MS Suite (Excel, Word, Outlook).
  • Great communication skills and are able to present ideas clearly in English (both written and verbal).
  • A professional approach.
  • Pro-active and confident.
  • A team player with strong collaboration skills.
  • Attention to detail.
  • Punctual (meets deadlines).
  • Open-minded, inquisitive and assertive.
  • A problem solver who is results driven.
  • Demonstrable passion for investments.

    • Competencies

  • Business Insight
  • Communicates Effectively
  • Courage
  • Decision Quality
  • Ensures Accountability
  • Financial Acumen
  • Instills Trust
  • Manages Complexity

    • Closing Date

  • 27 February 2025 , 23 : 59
  • Accounting / Financial Services  jobs