Investment Analyst

SUMMARY:
🌟 Investment Strategy Specialist – Shape the Future of Shareholder Assets 🌟 Are you ready to drive strategic investment initiatives and maximize risk-adjusted returns on shareholder assets? This Cape Town-based opportunity puts you at the heart of a dynamic team, rolling out transformative asset allocation frameworks across a leading financial group.

POSITION INFO:
Key Responsibilities:

• Spearhead the implementation of the Strategic Asset Allocation (SAA) framework across Group subsidiaries.
• Design and update investment mandates while identifying and executing impactful strategies.
• Monitor investment performance, establish benchmarks, set targets, and manage risk limits.
• Provide in-depth analytics to evaluate new investment opportunities.
• Conduct market surveillance locally, regionally, and globally to uncover promising prospects.
• Oversee asset manager due diligence, selection, and ongoing monitoring.
• Compile and present detailed investment reports to key investment committees.

• Advanced qualifications such as Actuary, CA, CFA, MBA, or other relevant postgraduate Degrees.
• A minimum of 5 years of experience in investment reporting and management.
• Strong technical background in investment reporting and back-office functions.
• Proven ability to collaborate across complex organizational structures.
• Experience in fund or portfolio management, particularly within a fund-of-funds setting, is advantageous.

• Leadership: Lead with influence and inspire change.
• Innovation: Bring fresh perspectives to strategic investment approaches.
• Execution: Deliver high-quality results with precision.
• Collaboration: Build strong relationships and work seamlessly with stakeholders.
• Customer-Centric Mindset: Focus on meeting and exceeding stakeholder expectations.
• Personal Mastery: Stay ahead through continuous learning and development.