Is this you?
You've gained experience as a Performance Analyst or Multi Manager Analyst and you enjoy doing investment research, specifically focussing on fund manager performance. Here's your opportunity to be the on and only Research Analyst at an awesome wealth manager where you will be driving their portfolio structuring strategies.
What you'll be doing (and why you'll enjoy it)
You will take over the function from the founder and MD of the business and be responsible for all the fund manager research needed to help them best structure investment portfolios for their clients. You will have the opportunity to set up the processes and procedures for this function in the business, as well sit in and contribute to the investment committee meetings while being mentored by a an entrepreneurial and highly successful MD and business owner.
Where you'll be doing it
You'll be joining a small, innovative, independent firm that provides customised financial planning and investment services to retirement funds and their members. They have been going for over 4 years and have experienced phenomenal growth in the past year. You'll be based in gorgeous offices in Tygervalley, Bellville.
What you'll need
You need to have a completed investment related degree and be working towards your CFA studies. You need to have no less than 3 years' experience doing fund manager research and this needs to be where you passion lies, to take on this function and lead in the business. You need to have advanced Excel skills with VBA programming experience and experience gained on Morningstar Direct is essential. You need to be based in Cape Town and preference will be given to EE candidates.
What you'll get
You'll get to work in an amazing environment with a culture like no other. The business is growing so everyone is thriving and growing in their careers so you'll be given plenty opportunities to grow in your career and move into areas where your strengths lie. You'll get to take full ownership of this role in an entrepreneurial environment where your ideas and suggestions will always add value. You'll work with strong leaders in the industry who will help guide and develop you in your career.
How to apply
For a confidential discussion please contact Claudette Du Preez on [Phone Number Removed]; or send your CV to [Email Address Removed]
We appreciate that your CV might not be fully up to date. No problem just send us what you have.
We do respond to everyone! Just give us a few days to work through your application.
Desired Skills
- investment analysis
- 2 to 5 years
- Degree
