Investment Analyst - JHB at Robert Walters

Key qualifications and experience required for the Investment Analyst

• Relevant degree (minimum)
• CFA / CAIA / CIPM (preferable)
• 3-5 years relevant experience
• Financial Services industry experience (NB)
• Investment research / fund analysis experience
• Exposure to multi-asset funds & model portfolios (preferable)

Key duties for the Investment Analyst

• Market Research & Analysis
• Fund Research
• Investment Committee Contribution
• Team support & Reporting
• Product Development & Innovation
• Conduct comprehensive research on global financial markets, asset classes, and economic indicators to inform portfolio construction and investment strategy.
• Analyse trends, risks, and opportunities using both quantitative and qualitative methods to support decision-making within the investment team.
• Prepare detailed research reports and presentations for discussion at the Investment Committee, ensuring clarity and accessibility for diverse stakeholders.
• Screen potential investment opportunities by evaluating fund managers’ performance, investment processes, team stability, and cost efficiency through rigorous due diligence.
• Maintain structured monitoring of selected funds with regular performance reviews and attribution analysis to ensure ongoing suitability within portfolios.
• Provide research-driven input into asset allocation decisions and assist in preparing briefing materials for committee meetings.
• Support documentation of discussions, decisions, and the evolution of ongoing strategies within the investment function.
• Collaborate closely with colleagues in Johannesburg and London on cross-team initiatives such as technology development, product design, and reporting improvements.
• Prepare high-quality written reports and presentations for both internal teams and external stakeholders, translating complex financial analysis into accessible insights.
• Contribute ideas to product development by staying informed about industry innovationsand supporting the delivery of new investment products and services.

Key skills

• Demonstrated analytical ability with strong quantitative skills
• Proficiency in using investment research tools such as Bloombergor Morningstar
• Broad understanding of global financial markets including asset classes and various investment products relevant to multi-asset portfolios.
• Excellent written and verbal communication skills enabling you to translate complex financial concepts into clear insights for diverse audiences.
• Experience collaborating effectively within multi-location teams while contributing positively to shared goals.
• High ethical standards with proven integrity in handling sensitive information related to investments.
• Exceptional attention to detail combined with intellectual curiosity that drives continuous learning within the field of investments.
• Ability to manage multiple priorities independently while maintaining accuracy
• Understanding of both South African and UK financial services landscapes is desirable