Investment Research Specialist - Claremont
Guardian Recruiting
Stellenbosch, Western Cape
5d ago
source : findojobs-za

Job ProfilePerforming operational compliance and due diligence checks on service providersCollecting and collating asset manager information, ensuring all information is correctly captured and up to dateAssisting with generating and maintaining a short list of asset managers (across all asset classes / regions)Documenting decisions relating to the reasons for asset managers being included on or rejected from shortlistsPreparation of recommendations for addition to the shortlistAssisting with research and analysis as required and in preparation of investment meetings including reviews of current managers and maintaining a house-view for managers across asset classesResearching and identifying new areas of interestPreparing detailed documentation and presenting these for review and considerationPerform investment research tasks and prepare client reports by : Providing analytical input and support to the Investment Research teamDoing a quantitative and qualitative analysis of portfoliosContributing to the due diligence of identified managers Performing detailed portfolio analysis of sample / model portfolios and assessing their consistency with the managers adopted investment approachIdentifying and clearly explaining key areas / risks / weaknesses to be monitored should a manager be appointedPreparing and presenting investment analytics / meeting papers prior to manager research meetings, attending and recording research meetingsActively and efficiently liaising with clients regarding portfolio analytics and overall supporting research activitiesPartnering with client consultants, business units and network companies regarding their investment research requirementsDrafting and / or final reviewing client documentation relating to their investments, specific strategies, or asset classesBuilding and maintaining a network of relevant contacts within the financial / investment industry as a basis for high-quality referrals and primary researchPerforming on-going monitoring of research information sourcesSign-off Investment Research Analyst outputContribute to the improvement of internal operations in the Investment Research team by : Submitting proposals and suggestions to enhance the research process, tools, procedures, and initiativesDesigning, developing, and improving research tools through internal projectsPassionate about research and financial marketsStrong desire to keep learning every dayA natural collaborator and team player who also enjoys working independentlySelf-starter who can manage their own output in the absence of a rigorous daily scheduleMinimum RequirementsB.

Com or equivalent majoring in Finance, Investments, Economics, or AccountingFAIS compliant representativeHonours, M. ComCFA advantageousMinimum of 6 years prior experience in the investment / asset management industrySound and broad technical investment knowledge (ideally from a quantitative background)Advanced understanding of the financial markets Understanding of investment styles, their nuances, and how they blend in a multi-manager Quantitative ability in terms of performance and risk calculationsGood communication (verbal and written)Team player Fluent across Microsoft Office especially in MS Word, MS Powerpoint, and MS Excel Strong interpersonal skills and ability to build strong industry relationshipsAbility to manage multiple deliverables with strict deadlines both on an individual and team levelAccuracy, attention to detail, self-motivation, and ability to work independently and use initiative

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