Chartered Financial Analyst, Investment Performance, Morningstar, Financial Analysis, VBA Programming, Finance, Portfolio Risk Management, CIPM, Performance Measurement, Portfolio Management
Job description
Our client within the financial services sector is looking for an Investment/Fund Research Analyst to join their team in South Africa. The ideal candidate should have at least 3 5 years of experience in multi-manager portfolios and be responsible for co-managing various multi-manager portfolios spanning across both retail and institutional ranges.
The successful candidate should possess in-depth knowledge of various factors and processes that contribute to the management of the portfolios and asset allocation.
The Fund Research Analyst should have a solid understanding of portfolio management principles, as well as the ability to identify and analyse potential investments.
Responsibilities:
- Research and analyse existing and potential investments and investments opportunities.
- Monitor and report on performance of multi-manager portfolios.
- Develop and manage asset allocation models.
- Develop and maintain portfolio risk management systems.
- Analyse and assess the economic environment and its impact on the portfolio.
- Monitor the investment performance of the portfolios.
- Prepare detailed reports on portfolio performance and recommendations for changes.
- Develop and implement strategies for the portfolio.
Software:
- MS Excel Advanced (VBA programming would be an advantage)
- Morningstar Direct
- MS PowerPoint Advanced
Bachelors degree in finance, Economics, Accounting, Business, or a related field, plus a Chartered Financial Analyst (CFA) or Chartered Investment Performance Measurement (CIPM) certification.
Please Note:
If you have not been contacted within two weeks, please consider your application unsuccessful.
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