13 Nov 2018

Full-Time Retail Investment Analyst, EE

AdrienneCape Town, Western Cape, South Africa

Job Description

Rated asset manager seeks a Retail Investment Analyst to join their retail investments team. The core focus of the role will be to carry out market and investor behaviour analysis for their retail investments team and become the subject matter expert to the team on these. Superb opportunity to join an energetic team. Ideal candidate will have current relevant retail investment landscape knowledge and experience to join this well focussed, professional and successful team where excellence is rewarded! Great supportive environment and good brand.


Cape Town based.


EE role. This role is open to suitably qualified Employment Equity candidates aligned with our client’s employment equity requirements for this role. 


The role in a nutshell:  Responsible for the research and understanding of impact of market movement on investor behaviour and investment outcomes. This research and support will provide the retail sales teams with intelligence to give them the upper hand with clients. Responsible for management information, market and competitor research. Researching investor behaviour to market movements, life-cycles etc. Conduct research to support the development of strategic direction plans to grow assets under management – covering analysis of IFA, competitors, industry trends, client behaviour. Become the team’s subject  Additional info available on application.


Qualifications and experience required:

  • A minimum of a completed relevant tertiary education (B.Comm / B.Bus.Sc / Finance /Economics)
  • Minimum of 4 years’ experience in asset management with a good understanding of economics and investment markets
  • Must have a demonstrated passion for investments and client services
  • Must have good ability to communicate well with both colleagues and clients – oral and written
  • Advanced – MS Excel, Word, PowerPoint
  • Experience in Morningstar Direct, I Net and Bloomberg


How to Apply

To find out more or apply either apply here or please forward your CV to adrienne@candidateconnect.co.za or drop me a line for a confidential chat.
Please note that if you have not received a response within 2 weeks of your application, please consider it as unsuccessful for this particular role – thank you.

Job Categories: Financial Markets. Job Types: Full-Time.

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