Investment Account Analyst at Warwick Wealth

Job description

JOB DESCRIPTION AND SUMMARY

The primary role of an Investment Account Analyst (IAA) is to ensure that client portfolios allocated to them are prudently aligned with their designated mandate and risk model.

• The IAA is also responsible for analysis of shares, market assumptions and other factors that influence asset management committee decisions.
• The IAA will have responsibility for a selected group of client portfolios. The client groupings are determined from time to time as required by the business.
• The IAA will be required to take active involvement in relevant business areas such as:
• Client Investment Management.
• Portfolio Modelling and Analysis as defined and directed by Management.
• Compliance and adherence to statutes and controls.
• Operations, Systems and necessary Administration.
• Investment communication preparation.
• Risk Management.
• Performance Monitoring.

KEY AREAS AND RESPONSIBILITIES OF THE JOB

• Key areas of responsibility will include but not be limited to:
• Implementation and application of investment strategy.
• Facilitation of investments to meet client needs such as withdrawals and income payments.
• Facilitation of client portfolio queries and investigations.
• Ad hoc research and analysis as defined by Management.
• Adherence to investment risk models.
• Risk Management.
• Communication of investment strategy.
• Research and Analysis

KNOWLEDGE AND SKILLS REQUIRED

• Broad understanding of local and global financial markets.
• Sufficient depth of knowledge of local equity share market.
• Broad understanding of all financial market instruments.
• Up to date knowledge of pertinent factors that influence global and local markets.
• Ability to develop and learn systems quickly.
• Ambition, confidence, motivation and determination.

JOB REQUIREMENTS AND QUALIFICATIONS

• Certified Financial Analyst (CFA) qualification or studying towards said qualification or other appropriate qualifications or experience.
• 1-3 years' experience in Financial Services Industry. 3+ year experience preferred.