Multi-Asset Investment Analyst/ Junior Analyst

Recruiter:

Rory Mackie & Associates

Job Ref:

3186310150

Date posted:

Friday, March 14, 2025

Location:

Cape Town, South Africa

SUMMARY:
-

POSITION INFO:

Overview:

Our client is a financial services provider, managing close to R20 billion in assets under management across South Africa and offshore. They are seeking an analyst to work closely in a team with the Portfolio Managers, supporting the portfolio efforts for their multi-asset products.

If you are currently working within a LISP environment or a Unit Trust company and looking to get into asset management as a Junior Investment Analyst, then this role is for you. This opportunity will offer you the entry experience that you may be looking for.

Responsibilities:

Develop a deep understanding of the multi-asset team's models, fundamental research inputs, portfolio specific guidelines and objectives to determine implications for investment strategy
Contribute to research and implementation of alternative risk and dynamic asset allocation across asset classes, such as equities, bonds, currencies, and commodities
Review portfolio positioning across accounts and identify trades / rebalancing needs to bring portfolio into alignment with current strategy
Perform ad-hoc research projects related to the market environment, portfolio design, and strategy implementation that will have a meaningful impact on portfolio decisions
Provide data and communication support to business development and client group teams that explain our investment thesis and resulting portfolio positioning

Requirements:

Degree in finance, accounting or maths or quantitative fields, post-graduate degree preferred. B.Bus.Sci; B.Com (Hons) etc
Studying towards CFA may be an advantage
May have zero to three years working experience within an asset management environment - preferably a LISP or Unit Trust environment
Passion for investing with a strong desire to be an integral part of a multi-asset investment process
An interpersonally engaging temperament, comfortable interacting with individuals across the business and with clients and working in a fast-paced environment
Highly analytical with an attention for detail
Demonstrated history of taking initiative, anticipating needs of the team, working autonomously, and defining a path for personal development
Ability to program and work with large data sets in any of the commonly used statistical packages (MATLAB experience not required, but a plus)
South African Citizens only should apply
Own transport required

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