Multi-Asset Investment Analyst / Junior Analyst

at  Rory Mackie Associates

Our client is a financial service provider whose business manages Billions of Rands in assets under management, with a presence in South Africa and beyond.
Our client is seeking an analyst to work closely in a team with the Portfolio Managers, supporting the portfolio efforts for their multi-asset products.
If you are currently working within a LISP environment or a Unit Trust company and looking to get into investments/asset management as a Junior Investment Analyst, then this role is for you! This opportunity will offer you the access and entry experience that you may be looking for.

Specific responsibilities include:

• Develop a deep understanding of the multi-asset team’s models, fundamental research inputs, portfolio specific guidelines and objectives to determine implications for investment strategy
• Contribute to research and implementation of alternative risk and dynamic asset allocation across asset classes, such as equities, bonds, currencies, and commodities
• Review portfolio positioning across accounts and identify trades / rebalancing needs to bring portfolio into alignment with current strategy
• Perform ad-hoc research projects related to the market environment, portfolio design, and strategy implementation that will have a meaningful impact on portfolio decisions
• Provide data and communication support to business development and client group teams that explain our investment thesis and resulting portfolio positioning

Requirements:

Degree or postgraduate degree in finance, accounting, maths or quantitative fields - post-graduate degree preferred. B.Bus.Sci; B.Com (Hons) etc.

• Studying towards CFA may be an advantage
• May have zero (i.e. graduate or postgraduate) to three years working experience within an investment or asset management environment. LISP or Unit Trust environment may be beneficial.
• Passion for investing with a strong desire to be an integral part of a multi-asset investment process
• An interpersonally engaging temperament comfortable interacting with individuals across the business and with clients and working in a fast-paced environment
• Highly analytical with an attention for detail
• Demonstrated history of taking initiative, anticipating needs of the team, working autonomously, and defining a path for personal development
• Ability to program and work with large data sets in any of the commonly used statistical packages (MATLAB and PYTHON experience not required, but an added advantage)
• South African Citizens only should apply
• Own transport required

• Develop a deep understanding of the multi-asset team’s models, fundamental research inputs, portfolio specific guidelines and objectives to determine implications for investment strategy
• Contribute to research and implementation of alternative risk and dynamic asset allocation across asset classes, such as equities, bonds, currencies, and commodities
• Review portfolio positioning across accounts and identify trades / rebalancing needs to bring portfolio into alignment with current strategy
• Perform ad-hoc research projects related to the market environment, portfolio design, and strategy implementation that will have a meaningful impact on portfolio decisions
• Provide data and communication support to business development and client group teams that explain our investment thesis and resulting portfolio positionin