Ca Global recruits 01 Multi Management Investment Analyst
Multi Management Investment Analyst- (Banking / Fund Management / Asset Management) – Cape Town
Cape Town, South Africa
REFERENCE: THJ
Responsibilities:
To provide input to the multi manager team across numerous areas including fund research and reporting and oversight of fund management process for the purpose of growing assets under management and achieving the required investment return objectives.
Communicate fund performance and positioning to sales and distribution team.
Communicate fund performance and positioning to the Groups’ Financial Planners and the Groups’ Private Bankers.
Communicate fund performance and positioning to independent Financial Advisors and Asset Consultants.
Manage relationships with potential and existing Asset Managers with whom we invest.
Conduct thorough investment research by using quantitative and qualitative methods.
Make appropriate investment recommendations based on research conducted.
Contribute to a culture conducive to the achievement of transformation goals by participating in the Groups’ Culture building initiatives
Participate and support corporate responsibility initiatives for the achievement of business strategy
Seek opportunities to improve business processes and systems by identifying and recommending effective ways to operate and adding value to the Group.
Monitor investment funds regularly by Risk and Compliance Officer using regulatory guidelines.
Attend monthly investment management meetings for fund review and oversight.
Conduct research and due diligence prior to investing underlying funds.
Ensure timely production of reporting material by gathering and presenting relevant information.
Adhere to the Chartered Financial Analyst (CFA) Code of Conduct for investing.
Day to day management of funds by implementing relevant processes.
Support the achievement of the business strategy; objectives and values by reviewing the Groups’ and Business Unit Plan and ensuring delivered systems; process; services and solutions are aligned.
Identify training courses and career progression for self through input and feedback from management.
Ensure all personal development plan activities are completed within specified timeframe.
Share knowledge and industry trends with team and stakeholders during formal and informal interaction.
Obtain buy-in for developing new and/or enhanced processes (eg: operational processes) that will improve the functioning of stakeholders’ businesses by highlighting benefits in support of the implementation of recommendations.
Requirements: Qualification and Skill
Matric / Grade 12 / National Senior Certificate
Advanced Diplomas/National 1st Degrees
3-5 years’ experience in similar or related role
Must be FAIS compliant
Chartered Financial Analyst (CFA) and post graduate degree in Finance and Economics.
Please apply directly, by clicking on the Apply Button above and visit our website www.banking-recruitment-jobs.com for more exciting opportunities and visit www.caglobalint.com for the latest CA Global jobs.
Thania Jaffer
Executive Recruiter: Insurance, Risk & Healthcare
CA Global Finance
If you have not had any response in two weeks, please consider your application unsuccessful however your CV will be kept on our database for any other suitable positions.