Fund Analyst | Waterfall, Midrand, Gauteng | Permanent at PSG Konsult Ltd

Responsibilities:

• Sector report, analysis and research on assigned fund sector(s)
• Unit trust comparisons, ad-hoc research reports and marketing support
• Identifying potential funds to invest in and make recommendations to Senior analysts & head of fund solutions
• Accurate and timely completion of assigned monthly & quarterly reporting tasks (Quality of reporting & deadlines met)
• Business policies, including leave processes, followed correctly
• Assisting with meeting governance functions, arranging of manager meetings and general office support
• Assist senior analysts, head of fund solutions & CIO with adviser queries
• Maintain and manage fair and equitable internal and external customer relations in line with TCF Regulations and PSG processes and policies
• Create and maintain positive team dynamic

Minimum requirements:

• BCom Investment Management (or equivalent finance/economics degree)
• CFA/CIPM qualification advantageous
• 2-4 years’ relevant experience required in fund manager selection / fund analyst role
• Advanced MS Excel required
• Morningstar experience required

Competencies required:

• Emotional/ behavioural discipline
• Statistical and modelling knowledge and experience
• Attention to detail
• Self-starter and motivated
• True passion for Financial Services
• Good writing Skills
• Excellent work ethic
• Resilient
• Ability to work under pressure

Deadline:5th January,2026