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Senior Fund Analyst

Description: 

An exciting role has recently opened within a successful JSE listed Financial Services entity. The position sits within the Wealth business unit, in Multi-Management.

Responsibilities include:

  • Research of funds within the domestic/ local market (+/- 450 funds and R50 billion in assets under management)
  • Analysis of unit trusts, with a focus on the SA industry
  • Generate investment reports and make recommendations to management and the investment committee
  • Conduct operational and investment due diligence on existing underlying funds and new prospects
  • Developing and updating of research of models
  • Communicate the results of all investment analysis to clients and management

Qualifications and experience needed:

  • CFA Level III (obtained/ awaiting results/ candidate)
  • 4-6 years of investment consulting or multi-management experience, with specific emphasis on SA domiciled funds
  • MS Excel (advanced) and VBA ability

The company is focused on creating a culture where hard work and high performers are recognised, and strive to be the best in the business. To join this high-performance orientated environment, please apply today!

Employer: 

Robert Walters

Location: 

Johannesburg, Gauteng

Salary: 

ZAR600000 - ZAR700000 - Negotiable

Job Reference: 

597588