Performance Analyst - Investment at NMG Benefits

Role Overview 

 The purpose of the job is to service NMG Benefits clients from an investment perspective.

Duties and Responsibilities

Client Responsibilities

• Producing reports following standard processes.
• Compilation of market and investment data, including compiling industry surveys
• Supporting the team lead as required on various data and reporting projects.
• Assist in preparing investment analysis proposal documents, new business client presentations, and investment report back presentations for institutional retirement funds
• Keeping abreast of financial market trends and developments
• Building and maintaining effective relationships with Administrators and Asset Managers
• Accurate record-keeping of all client engagements
• Assisting in updating Technical Marketing documentation (Investments brochures, Fee disclosure documents, Investment presentations) on a monthly basis
• Maintaining the Investments distribution list on an ongoing basis
• Maintenance and distribution of fund fact sheets to all stakeholders on a monthly basis
• Identifying and participating in training courses and other career progression activities as and when required

Qualification

• Essential Qualifications: University Degree in Finance, Investment Management, Accounting, Commerce, Actuarial Science, Economics or Business Management or an appropriate Degree/Diploma at NQF level 6; FAIS-related qualification and accreditation
• Preferred Qualification: Qualification of CIPM, Chartered Financial Analyst (CFA) or planning study for CFA. CIPM
• Certifications: FAIS-related accreditation/qualification

Experience

• Experience required 2-3 years in investments
• Morningstar advantageous
• Refinitiv advantageous
• Exposure to various investment analytics, statutory and client engagement reporting required

Competencies 

• MS Office Competency (Excel, Word and Powerpoint required) 
• Business writing skills 
• Relevant regulatory knowledge 
• Investment market industry trends 
• Good business acumen 
• Self-Control, Initiative, Analytical Thinking, Professionalism, Administration Skills 
• Friendly and diplomatic nature with a passion for people  
• Maturity to speak confidently with intermediaries and clients  
• Have an aptitude to learn about different products  
• Possess the highest standards of personal integrity and the ability to maintain confidentiality  
• Cope with shifting priorities  
• Ensure conformity with processes and rules  
• Organised and self-disciplined  
• Enjoy working in a team environment. 
• Numeric and Verbal Ability 
• Quality Focus (Attention to detail and Accuracy) 
• Adaptability, Stress tolerance 
• Ability to deal with the complexity of different types of calls and clients 
• Ability to prioritise and function positively under pressure 
• Accept accountability and take responsibility for tasks done 
• Ability to relate to others