Investment Analyst
Kamo Placements
- R Undisclosed
- Permanent Intermediate position
-
Sandton
- Posted 02 Jun 2024 by Kamo Placements
-
Job 2567177 - Ref JHB001513
About the position
Investment Analyst
Job Advert Summary
- The Investment Analysts will assist the Senior Investment Manager in the implementation of the investment policy and investmentstrategy.
- Prepare investment performance monitoring and reporting.
- Prepare quarterly investment packs for Investment Steering Committee and Investment Committee.
- Assist with asset manager selection, appointment and monitoring.
- Monitoring and reconciling of company’s investment accounting data.
- Conduct asset manager due diligence exercises and reporting.
- Assist company with ESG incorporation, responsible investment, and reporting.
- Assisting with Investment Statutory Reporting and Financials.
Minimum Requirements
Minimum Qualifications:
- Relevant B degree qualification (B Com/ BAcc)
- Advantageous if the qualification is relevant to investments
Minimum Experience:
- Minimum 2 years in an investment environment.
Please note that preference will be given to people with disabilities.
Duties and Responsibilities
1. Operational
- Compile data received from asset managers for reporting to Senior Investment Manager.
- Reconcile data received from Asset managers vs what is received from the bank.
- Monitoring of post-trade mandate compliance.
- Assist in the preparation of investment commentary for monthly reporting to internal stakeholders.
- Provide investment portfolio information to the Senior Investment Manager for the actuarial team.
- Populate data received from Actuarial department on market performance indicators on a monthly basis for investment workings.
- Assist in the preparation of monthly investment reports.
- Assist Investment Manager in the preparation of investment performance packs for Investment Steering Committee and Investment Committee.
- Maintain relationships with service providers for outsourced functions such as asset managers, asset consultants, investment administrators.
- Resolving any investment related queries with, asset Managers, asset consultants, investment administrators.
- Consolidating, monitoring, and analysing investment data.
- Reporting on company’s investment portfolio and performance and Identification of investment risks and opportunities.
- Assisting the Head of investments with ad-hoc activities.
- Monitoring and Reporting of Investment Performance Reporting using StatPro Revolution.
- Monitoring of financial markets using Bloomberg.
2. Financial & Statutory Reporting
- Daily Compilation of Asset managers data and calculation of Assets Under Management (AUM).
- Monthly and Quarterly investment reconciliations.
- Month end Investment journals.
- Monthly invoices
- Compliance and Variance/Cash report
Application Questions
Do you have the relevant B degree qualification (B Com/ BAcc) ?
Do you have the minimum 2 years’ experience in an investment environment?
Do you have experience in the Non-life / Short term insurance industry?
Desired Skills:
- Resolving skills
- Investment skills
- Financial skills
Kamo Placements
About the agency
Kamo Placements is a 100% Female Black Owned Company.
Kamo Placements embraces the South African culture and the company complies with the employment equity Act. The company has a 100% affirmative action content.
Our vision is to be a leading staffing solutions provider by paying tribute to our clients and our country: South Africa, a land rich in both human resources and opportunities.
Ready for the organization to bring in the two together.
* Kamo Placements is committed to the uplifting of all individuals that form part of the diverse culture of the South African Population.
* To be the preferred value adding partner of selected customers in core markets in the supply of cost effective human capital related solutions.
* To uplift the community and to continue our commitment to create equal employment opportunities through growth, training, development and affirmative action appointments.
* Being a 100% Female Black owned company it is our commitment to the redressing of the empowerment agenda.
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Job expired on 2024/06/04
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