Junior Analyst (investment industry)

About the position

Job spec - Analyst

Job type Permanent
Reports to Head of Operations
Job location Cape Town
Qualifications
- Bachelor's or Honours degree in Mathematics, Statistics, Computer Science, Industrial Engineering, Finance or a related field.

• Inclination to complete the CIPM, FRM or CAIA charter
  Experience
• Graduate position to 1-2 years relevant experience
  Purpose of job
• Providing portfolio investment analysis and reporting services in relation to asset owners, asset managers and service providers
  Other key relationships
• Assist fellow team members within the immediate team
• Collaborate with other teams
• Interact with Clients
• Assist analysts responsible for data processing
• Assist analysts responsible for data management
  Key competencies
• Pays attention to detail
• Safeguards integrity of sensitive client data
• Deals with large quantities of portfolio and market data
• Understanding of portfolio and instrument level information
• Strong analytical skills
• Proficienct in Excel, SQL and MS Power BI advantageous
• Good time management, and able to manage deadlines
• Able to work under pressure
• Understands industry trends
• Communicates clearly and politely, both verbally and in writing to clients
• Able to work independently but also be a team player
• Uses initiative, is pro-active and possesses problem solving skills
• Willing to put in long hours when needed to meet deadlines

Monthly/daily tasks
- Work with the team to:
? Agree and plan work deliverables and priorities
? Deal with large quantities of portfolio and market data on a daily basis
? Retrieve, validate, reconcile, analyse and prepare data for daily, monthly and quarterly deliverables
? Interrogate and analyse data to produce client reports
? Interpret and analyse report results as input to the advisory services to the client
? Safeguard the integrity of sensitive client data
? Manually recalculate and verify statistics
? Check reports generated by fellow analysts
? Provide ad hoc analyses and supporting output
? Respond to report queries when required

• Work with the team to improve work practises:
  ? Suggesting and generating ideas for improvement of current or development of future technical solutions, tools and platforms
  ? Identifying shortcomings in current work methods and processes
  ? Contributing to the establishment of in quality management processes
• Manage their own performance and career by:
  ? Developing career objectives and goals and pursuing it
  ? Setting annual work goals and regularly meeting with their line manager to discuss their performance
  ? Contributing to knowledge sharing and participation in special projects
• Acting as a corporate citizen and participating in organisational discussions, events and innovation
  Ad hoc analysis
  Remuneration
• Market Related

Please note: only shortlisted candidates will be contacted.

Desired Skills:

• relevant degree
• graduate or 1-2 years relevant experience