Asset Allocation Analyst at CBRE Excellerate

Purpose of Job

To provide analysis and support to the asset allocation function.

Key Competencies, Skills and Attributes

• Good knowledge of financial markets.
• Has a working knowledge of Bloomberg.
• Good knowledge of Matlab or other coding languages.
• Analytical, technical, and able to absorb large sets of data.
• Accuracy and attention to detail.
• An individual who can manage multiple deliverables and strict deadlines.
• Communicate clearly and professionally, both verbally and in writing.
• Ability to build strong relationships with internal teams.
• Ability to function positively under pressure, plan for and meet deadlines.
• Manage own priorities and collaborate successfully with others as part of a team.
• Use initiative, be pro-active and with problem solving abilities.
• Easily adapt to changes in the business environment.
• Think in a structured way.
• Quick learner.
• Willing to put in long hours when needed.

Key Responsibilities

• Assist and support market data output (market slides, SMS, RisCFlash, data queries etc) and the monthly investment pack.
• Assist and support the generating of the model portfolios that target various client objectives (i.e., ZAR, USD, GBP, EUR etc.)
• By using the ALM code, produce model portfolio outputs on a monthly basis for various client objectives. This includes producing outputs (via running of the ALM code) for all model portfolios.
• Produce, support and give input to the (monthly) capital market assumptions formulation.
• Assist and support the asset allocation function for current and prospective family office clients.
• Prepare presentations consisting of investment and quantitative related output.
• Assist with data and information for the TAA process.
• Develop an understanding and research the market and risks with the aim of assisting with market commentary as well as the asset class views.
• Data interrogation and analysis.
• Assist on various ad-hoc projects as business requirements dictate.
• Assist with meeting notes preparation, generation of packs.
• Aid in improving processes including automation efforts to improve efficiencies.
• Assist with research and provide input for published articles relating to asset allocation views.
• Other Key Relationships
• Immediate team, i.e., Asset Allocation Team.
• Chief Investment Officer.
• Investment Strategist.
• Internal teams such as Consulting, Portfolio Management, Analytics, Investment Research, Data Management, RisCura Network of Companies, and Research and Development (R&D).

APPLICATION CRITERIA

• Honours Degree (4-year) in either Finance, Investments, Economics, Statistics, Operations Research, Financial Risk Management.
• Other tertiary qualifications depending on experience and evidence of quantitative abilities will be considered as well.

EXPERIENCE

• 1-2 years of experience in investment management, portfolio management, portfolio optimisation, asset allocation, or investment strategy experience.
• A strong interest in financial markets and asset allocation. Strong working knowledge of Microsoft Suite (including MS Excel) and experience with using Matlab or other coding languages. Be comfortable with understanding, extracting and charting data from the Bloomberg Terminal. A Masters in discipline is advantageous.