Retail Business Support Analyst (Prescient Investment Management) at Prescient

DUTIES & RESPONSIBILITIES

• Conduct in-depth research and analysis on financial markets, particularly those relevant to South Africa and the sales environment which affects our business.
• Utilize strong spread sheeting skills to build and maintain sales and financial reports pertaining to the Retail Sales team, by performing data analysis, and generate insightful reports.
• Stay current on market trends and economic news, demonstrating a passion for staying informed.
• Collaborate effectively with a team of salespeople and our team of investment professionals, translating complex financial data into clear and concise sales communication strategies to support our sales team.
• Draft articulate and informative emails, build presentations, and reports to keep internal and external stakeholders apprised of market developments.
• Client Relationship Management System
  • Support the business development teams in ensuring that that client data is up to date. Inputting client data as directed.
  • Set-up and maintain distribution lists for client communication.
•  On a quarterly basis, do a review of contacts and update as appropriate

REQUIRED EXPERIENCE

• Minimum of 3 years working experience in financial services industry in a technical support / analytics role with exposure to retail investments / asset management / unit trust industry
• A passion for financial markets and a strong understanding of current economic events, particularly in South Africa.

REQUIRED QUALIFICATIONS

• Bachelor’s degree in commerce (Finance or Economics, or a related field of study) required.
• Proven proficiency in working with spreadsheet software (e.g., Microsoft Excel).
• Coding skills are highly advantageous to this role.

KEY COMPETENCIES

• Strong analytical and problem-solving skills.
• Excellent written and verbal communication skills, with the ability to tailor communication to different audiences.
• Demonstrated ability to work effectively within a team environment.
• A passion for financial markets and a strong understanding of current economic events, particularly in South Africa.
• Outstanding organizational abilities
• Strong work ethic, self-motivated
• Client centric and client service orientation
• Structured work style and attention to detail