JobsOpportunities
Vacancy: Personal Investments Analyst
| Job Description | To support the Personal Investments business division Please note that in order to meet objectives set in our Employment Equity plan, preference will be given to suitably qualified candidates from designated groups. |
| Duties & Responsibilities | 1. Provide support to the head of personal investments and the strategy execution manager. 2. Co-ordinating, updating and proofing monthly, quarterly and annual collateral outputs for Personal Investments. Including, but not limited to, Monthly Fund Fact Sheets, Personal Investment Management pack, Domestic and International Roadshow Storyboards. 3. Engage in strategic project support activities such as scoping, recording and tracking project tasks and end user testing. 4. Support with escalations and investigations in client and account manager queries. 5. Develop an understanding and keep abreast of industry and competitor trends. 6. Conduct varied analysis of the competitor landscape; including competing funds, pricing models, performance and tactical changes by competitors. 7. Assist in the design of reports, co-ordinate and qualify the accuracy and disseminate to internal stakeholders. |
| Ideal Experience | 1. Understanding of the financial services industry 2. Database management and advanced Excel skills 3. Analytical/quantitative/IS background |
| Ideal Qualifications | 1. Commerce or related qualification –B Comm, B Bus Sci or CA 2. Numerical subjects |
| Competencies & Personality Attributes | 1. Confident 2. Strong attention to detail 3. Strong numeracy skills 4. Investment industry understanding would be great but not essential 5. Good organizational skills 6. Proactive and able to use initiative 7. Self-starter 8. Ability to multi-task 9. Highly organized and efficient 10. Eager to learn 11. Team player 12. Loyalty and integrity |
| Most Important Attribute | 1. Attention to detail, a willingness to learn and be hands on, well organized and good at multi tasking. 2. Willing to do the hard yards to gain experience and launch their career in the asset management industry. |
| Systems Knowledge | 1. MSOffice – Advanced Excel 2. Database and PowerPoint experience an advantage 3. Business Intelligence experience an advantage |
