Posted on: 09 September 2023
ID 885142

Investment Analyst

The purpose of this role is to manage a national sales team to deliver on retail strategy.

Responsibilities
  • Excellent management of our portfolios/funds, as evidenced by the proactive and optimal management of client, benchmark, and market-initiated events, so as to fulfil our clients' mandates.
  • Improving our investment process to minimise the occurrence of errors and to improve both individual and team productivity/efficiency.
  • Proactive and professional engagement with clients and service providers (internal and external) to ensure excellent management of our portfolios/funds.
  • Excellent and proactive management and resolution of exceptions in our fund management process.
  • Conduct research and analysis as required by existing and potential clients.
  • Fulfil any client reporting requirements, accurately and within their deadlines.
Requirements:
  • Appropriate degree with quantitative focus e.g., Math/Stats/Accounting/Investments
  • 3-5 Years of experience in financial services
  • Meet FAIS requirements (preferable)
  • Thorough understanding of the investment environment and financial markets; equity, fixed income and derivative markets both domestic and international
  • Quantitative and financial modelling experience
  • A good understanding of operational processes, various market settlement windows, benchmarks, mandates, tracking errors, compliance and order management systems
  • Advanced knowledge of excel
Occupation:
Finance jobs


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