Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. The company offers an extensive line of products and services for individual investors, financial advisors, asset managers, retirement plan providers and sponsors, and institutional investors in the private capital markets.
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We are looking for an Associate Investment Analyst to join our Multi Asset Portfolio Management team in Cape Town. You will contribute to the success of our multi asset portfolios by supporting portfolio managers responsible for managing funds and platform based managed portfolios for clients of financial advisers.
You will also be involved in fund research and selection, trading, portfolio implementation, performance attribution and client reporting. These activities are typically undertaken as part of a small team with a shared responsibility for the outcome. Alongside these varied daily activities, you will contribute to longer term projects as we continually improve our investment methodologies and processes. A passion for investing, intellectual curiosity and a commitment to our mission are essential for this role, alongside the knowledge, experience, skills and character necessary to be comfortable as part of a high-performance team. This role that will report into MIM SA Head of Investments.
Job Responsibilities
Support portfolio managers to construct multi asset portfolios that are consistent with MIM’s capital markets and manager research views and aligned to Morningstar’s investment principles.
Support portfolio managers to keep portfolios in structure by managing cashflows, rebalancing and implementing changes in target weights in a timely, cost effective and compliant manner.
Support portfolio managers in monitoring portfolio drifts and performing risk and attribution analysis.
Research third-party investment managers, update and present quarterly reports, and maintain ongoing coverage of buy and approved list funds and strategies.
Support investment and client reporting activity, including written commentary on markets, funds and portfolios.
Contribute to the external profile for MIM as a thought leadership brand through publications and media engagement.
Contribute to the relationship management with South African financial advisers.
Qualifications
Post graduate degree education in Mathematics / Statistics / Finance / Economics, with either completion of, or willingness to pursue, CFA studies preferred.
1 – 3 years investment and / or financial services experience preferred.
Strong quantitative skills with foundational coding abilities using Python and other programming languages.
Comfortable working in a high-performance environment with a desire for continuous learning.
Independent minded with demonstrable evidence of passion for investments and capital markets.
Desire to work in a team-based environment and willingness to contribute to investment ideas.
A commitment to putting end investors first in all situations.
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