Investment Analyst at Old Mutual South Africa

Job Description

• A great opportunity to join a growing and focused investment team as an Investment Analyst. The role will give the successful candidate exposure to both local and global capital markets, working within in a dynamic team environment. Pro-activeness and a willingness to take responsibility is rewarded through career growth opportunities and remuneration.

Key responsibilities will include amongst others:

• Investment research across asset classes from a top down perspective.
• Bottom up company/stock research on local and global markets.
• Develop and evaluate financial models on companies.
• Perform valuation analysis on company shares.
• Make investment recommendations based on research conducted.
• Present investment ideas and updates to the investment team and portfolio managers.
• Undertake ad hoc research requests from portfolio managers.
• Keep abreast of current market and industry developments.
• Work alongside the compliance team in monitoring portfolio mandates from a compliance perspective.
• Portfolio performance analysis.
• Be a member of and contribute to model portfolio sub-committees.
• Enhance company brand and profile through media contributions that could include commentary on company result updates, written investment-related articles, journalist interviews and webinar presentations etc.

Key Results areas:

• Researching and presenting investment ideas based on thorough analysis.
• Presenting emerging investment themes and interesting topics.
• Portfolio manager support.
• Portfolio manager mandate monitoring.
• Investment performance analysis.
• Building company profile through publication of research across numerous media platforms.

Qualifications and Experience required:

• Relevant post-graduate qualification (BComm, BSc, B.Bus.Sci, CA(SA), CFA).
• Minimum of 5 years relevant industry experience.
• Understanding of financial statements and financial analysis.
• Strong quantitative skills/numeracy.
• Critical reasoning skills.
• Intermediate in MS Suite (Excel, Word, Outlook).
• Great communication skills and are able to present ideas clearly in English (both written and verbal).
• A professional approach.
• Pro-active and confident.
• A team player with strong collaboration skills.
• Attention to detail.
• Punctual (meets deadlines).
• Open-minded, inquisitive and assertive.
• A problem solver who is results driven.
• Demonstrable passion for investments.

Competencies

• Business Insight
• Communicates Effectively
• Courage
• Decision Quality
• Ensures Accountability
• Financial Acumen
• Instills Trust
• Manages Complexity

Closing Date

• 08 May 2025 , 23:59