Cape Town: Investment Research Analyst posted by CF & I Consulting

Date	2024-07-07
Job Title	Investment Research Analyst
Employer	CF & I Consulting More Information
Salary	300000
Category	Finance Accounting
Location	Western Cape / Cape Town

Job Summary

REQUIREMENTS

B. Com or equivalent majoring in finance, investments, economics, or accounting

FAIS compliant representative or working towards obtaining the qualification within 2 years

Honours, M. Com and/or CFA advantageous

EXPERIENCE

Minimum of 1 to 2 years prior experience in investment/asset management industry

A good understanding of the financial markets

Quantitative ability in terms of performance and risk calculations advantageous

Experience within a multi-manager environment advantageous

Good communication (verbal and written)

Good practical working experience across Microsoft Office, especially in MS Word, MS PowerPoint, and MS Excel

Strong interpersonal skills and ability to build strong industry relationships Ability to manage multiple deliverables with strict deadlines

Accuracy, attention to detail, self-motivation, and ability to work independently and use initiative

PURPOSE OF JOB

The Investment Research Analyst conducts research and analysis of investment products, asset managers, and other service providers for internal and external clients. Their main task is to conduct basic research on investment-related topics to support The Companys investment decision-making forum.

CORE RESPONSIBILITIES

Contribute to the management and maintenance of the Companys shortlist of preferred managers by:

Learning about the Companys investment philosophy and the requirements for an asset manager to be included in the Companys list of preferred managers

Scouting and researching any potential sources of new asset managers or investment products in order to generate a steady stream of new investment opportunities across multiple asset classes

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Collecting and collating asset manager information, ensuring all information is correctly captured and up to date

Assisting with generating and maintaining a short list of asset managers (across all asset classes/regions) in line with The Companys investment philosophy

Documenting decisions relating to the reasons for asset managers being included on or rejected from shortlists Assist with the provision of input to The Companys investment decision-making committee:

Preparation of recommendation documents

Assisting with research and analysis as required and in preparation of investment meetings, including review of current managers, client asset allocations and maintaining a house-view for managers across asset classes/model portfolios

Researching and identifying new areas of interest for The Companys, preparing detailed documentation, and presenting these for review and consideration Support the execution of Investment Research tasks and completion of client reports by:

Providing analytical input and support to the Investment Research team and the required deliverables

Contributing to quantitative and qualitative analysis of portfolios and investment strategies

Performing detailed portfolio analysis of sample/model portfolios and assessing their consistency with the managers adopted investment approach

Identifying and clearly explaining key areas/risks/weaknesses to be monitored should a manager be appointed

Preparing and presenting investment analytics/meeting papers prior to manager research meetings, attending and recording research meetings, etc.

Actively and efficiently liaising with clients on portfolio analytics and overall supporting research activities

Drafting and/or peer reviewing client documentation relating to their investments, specific strategies, or asset classes

Building and maintaining a network of relevant contacts within the financial/investment industry as a basis for high-quality referrals and primary research

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Performing ongoing monitoring of research information sources Work closely with our consultants and portfolio management teams:

To assist with the structuring of solutions for our clients

Provide context to investment outcomes from our decision-making committees

Assist with any ad-hoc research requests Contribute to the improvement of internal operations in the Investment Research team by:

Proposing enhancements to the research process, tools, procedures, and initiatives

Enhancing and developing research tools for procedures and initiatives

Performing operational compliance and due diligence checks on service providers

Collaborating with members of the broader Research business unit on specific improvement projects

Investment Research Analyst position available in Western Cape, Cape Town. This job position was posted by CF & I Consulting. The job has been posted as a premium ad on 2024-07-07 at 13:14:42 in the Finance Accounting category

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