Investment Analyst

Job Description

As an Investment Analyst in our Johannesburg office, you will play a crucial role in our analytical team, providing thorough assessments of investment options and financial forecasts. Your insights will directly impact our investment strategies, assisting in maximising returns for our clients.

Responsibilities

• Analyze financial data relating to investment performance.
• Cross-reference data with market insights for comprehensive evaluations.
• Engage in portfolio management exercises, including rebalancing strategies.
• Work closely with advisors to align investment strategies with client objectives.
• Report on potential risks and develop mitigation strategies.
• Assist in preparing periodic performance reviews for clients.

Requirements

Education

• Bachelor's degree in Finance, Economics, or related field
• Master's degree in Finance is an advantage

Experience

• 3+ years of experience in investment analysis or related field

Technical Skills

• Financial Analysis
• Excel & SQL

Soft Skills

• Analytical Thinking
• Communication

Certifications

• CFA Level I or II

Languages

• English: Fluent

Advantageous

• Experience in quantitative analysis tools: Familiarity with tools like R or Python for quantitative analysis.
• Exposure to portfolio management: Experience managing or assisting with investment portfolios.

Benefits

• Competitive salary with performance bonuses
• Health and wellness benefits
• Opportunity for professional development and training
• Flexible working hours

Company Culture

• Teamwork: We believe in collaboration within our teams to provide the best outcomes for our clients.
• Integrity: We are committed to ethical practices and delivering on our promises.
• Innovation: We encourage innovative thinking to stay ahead in the market.