Junior Investment Analyst

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With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group.

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Job Summary

To support the day-to-day management of the Investment Management and Portfolio management team. The Junior Investment analyst will assist the portfolio manager on providing Macro analysis, Asset Allocation insights and Portfolio Construction. The role will also include involvement in ongoing quantitative and qualitative research on externally managed global funds, investment strategies and structured solutions. He/she will contribute towards the preparation of Investment papers material for different Investment Committees.

Job Description

Management of client accounts

• Providing support to the investment team on asset allocation, portfolio construction, tactical trading strategies, bonds, mutual fund and ETFs selection, and trade execution.
• Perform analysis and implement investment strategies from the Absa Wealth Open architecture platform which will include the following asset classes/Legal structures: Mutual Funds, ETF, Public Equities, Money Markets, Global Fixed Income, Structured Products, Alternative Investments (Private Equity/Debt, Real Estate, Funds of Hedge Funds), Liquid Alternatives, Quantitative Investment Strategies (QIS), Multi-Asset Strategies
• Assistance in designing investment guidelines for discretionary mandates.
• Analyzing Macro, Geopolitical, Market events and its impact of client portfolios.
• Analyzing large set of data from Bloomberg and other public databases
• Analyzing and monitoring portfolio risks, performance.
• Provide assistance in delivering client reports and client inquires on investment strategies.
• Researching new product ideas and investment strategies based on client risk tolerance, investment horizon and liquidity requirements.
• Working closely with the technology team to enhance our portfolio management systems and infrastructure.
• Prepare investment reports, newsletter, client pitch books and marketing materials.
• Ensure client receive Investment reports in line with service level agreement.
• Provide regular update to client with respect to their Investment Portfolio.
• Develop innovative strategies to outperform client’s benchmark.

Asset Management Investment Process

• Participate in the asset management investment process by conducting company research (attend financial results presentations, site visits, etc.) on individually listed shares and ETFs, mutual funds and decide whether to buy/not buy/hold/sell the company  shares  for  the various portfolios that incorporate equities.
• Conduct research on other traditional and alternative asset classes (Equities, B