Economic & Investment Analyst

Our client an integrated financial services provider based in SA and offshore offering; advice, wealth management, asset management, investment platforms, fund management, fiduciary and global treasury capabilities, seeks to appoint Economic & Investment Consultant for their Cape Town branch. They will be interacting with relevant portfolio manager; providing research/analysis and reporting input on global macro-economic research, on variables such as economic growth, inflation, interest rates etc.) for input into the portfolio managers and the CAM teams wider macro-economic research efforts. Work with the portfolio manager w.r.t daily portfolio management activities on a variety of multi-asset funds/portfolios and global equity fund of funds.

POSITION

Economic & Investment Analyst

LOCATION

Cape Town

SALARY

R360 000 R560 000 CTC per annum

Responsibilities

• Analyse the global economic landscape and financial markets in order to highlight risks and opportunities
• Continuous monitoring, critical assessment & forecasting of macro-economic and geo-political variables/developments in order to provide input into the portfolio managers and the houses macro-economic assumptions that are used in CAMs various asset valuation models.
• Continuous monitoring and critical assessment of financial markets in order to highlight risks and opportunities to the portfolio manager, and wider CAM team. This would, for example, include the building of valuation models at asset class level, for example, for the following asset classes: SA bonds, US bonds, SA equity, US equity, EM equity etc.
• Assist the portfolio manager with portfolio management tasks and responsibilities (including, but not limited to):
• Assist with daily cash-flow management for various funds and portfolios
• Regular updating of various spreadsheets etc. used by the portfolio manager
• Assist with analysis of peers asset allocation exposures
• Reporting and queries/questions (including, but not limited to):
• Assist with regular reporting & presentations to various stakeholders: the CAM CIO, the business, the CAM team, the Advice team, clients etc. etc.
• Administration (including, but not limited to):
• Provide commentaries for MDDs and information sheets which are done on a monthly basis
• Take minutes at meetings (the junior members of the CAM team each have responsibility for minute taking for at least one meeting per quarter)
• Respond to advisors / clients queries and questions etc.
• Other admin-related tasks

Required Minimum Qualifications / Experience

• B Com Hons degree (or similar) in Economics or Econometrics (preferably) or Investments/Finance and with CFA level I already passed.
• Minimum 18 24 months experience in economic / econometric analysis (preferably) / investments and asset management. Microsoft Office, with a specific requirement for strong excel skills (v-lookups, formulas, regression analysis, basic coding etc.)
• LSEG DataStream / Bloomberg knowledge would be an advantage

APPLICATION

Applications can be sent to lebogang.kgwetiane@dav.co.za