Senior Investment Analyst

  • Aquarius Recruitment Specialists
  • Cape Town, South Africa
  • Jul 12, 2018
Permanent Investment

Job Description

To develop, implement and monitor the investment offering for company in line with company Group strategy.

Duties and Responsibilities:

  • Conduct asset manager research and selection to ensure that we have the best fund managers overseeing a given mandate
  • Conduct and compile Industry research and product development to provide the most appropriate range of products to clients
  • Use quantitative and qualitative analysis to make investment recommendations and strategic decisions
  • Identify and interpret relevant information using logic to seek cause and effect relationships
  • Interact with internal and external clients to assess needs and provide solutions
  • Provide feedback and presentations to stakeholders
  • Develop and use collaborative relationships to facilitate the accomplishment of work goals
  • Evaluate performance of fund/investment through regular review
  • Develop software proficiency to deliver required outputs
  • Express ideas or facts clearly in written documentation so that the content is understood by the recipient
  • Develop sound product and industry knowledge
  • Assess the impact of regulation on the business and implementing required changes
  • Support the achievement of the business strategy, objectives and values by ensuring delivered systems, process, services and solutions are aligned
  • Identify training courses and career progression for self through input and feedback from management
  • Ensure all personal development plan activities are completed within specified timeframe
  • Share knowledge and industry trends with team and stakeholders during formal and informal interaction
  • Obtain buy-in for developing new and/or enhanced processes (e.g. operational processes) that will improve the functioning of stakeholders' businesses by highlighting benefits in support of the implementation of recommendations
  • Contribute to a culture conducive to the achievement of transformation goals by participating in the company Culture building initiatives (e.g. staff surveys etc)
  • Participate and support corporate responsibility initiatives for the achievement of business strategy
  • Seek opportunities to improve business processes and systems by identifying and recommending effective ways to operate and adding value to the company



  • Bachelor of Business Science; Bachelor of Commerce; Bachelor of Science (Quantity Surveying); FAIS-accredited qualification/registration (Essential)
  • Chartered Financial Analyst (CFA) / Master of Business Administration (MBA) / M. Com (Finance specialization) (Preferred)

Skills/Competencies and experience:

  • 5-10 years in a similar environment (Minimum Experience)
  • MS Office - Intermediate
  • Business writing - Advanced
  • Relevant regulatory knowledge - Intermediate
  • Industry trends - Intermediate
  • Business Acumen - Intermediate
  • Relevant software and systems knowledge - Intermediate
  • Banking knowledge - Basic
  • Banking procedures - Basic
  • Research methodology - Advanced
  • Principles of financial management – Intermediate
  • Cluster specific operational knowledge - Basic
  • Principles of project management - Intermediate
  • Business principles - Intermediate
  • Business terms and definitions - Intermediate
  • Communication Strategies - Advanced
  • Data analysis - Advanced
  • Decision-making process - Advanced
  • Governance, Risk and Controls - Advanced

Key Competencies:

  • Conducting root cause analysis
  • Analyzing situations or data that requires an in depth evaluation of multiple factors
  • Developing ways to minimize risks
  • Drafting reports
  • Managing conflict situations
  • Influencing stakeholders to obtain buy-in for concepts and ideas
  • Sharing information in different ways to increase stakeholders understanding
  • Brainstorming ways of improving a product or situation
  • Challenging the status quo with a view to improving the environment or peoples understanding
  • Communicating standards to others
  • Comparing two or more sets of information
  • Conducting a needs analysis
  • Writing business proposals
  • Working with a group to identify alternative solutions to a problem
  • Interacting with diverse people
  • Building and maintaining effective relationships with internal and external stakeholders
  • Analyzing and interpreting quantitative and qualitative data
  • Interacting with various levels of management
  • Managing multiple projects
  • Answering customer questions
  • Communicating complex information orally
  • Communicating complex written information
  • Identifying trends
  • Checking accuracy of reports and records
  • Conducting gap analysis
  • Coordinating and securing buy-in from internal stakeholders
  • Preparing and delivering presentation
  • Providing professional advice/opinion
  • Using different approaches in new work situations

Behavioural Competencies:

  • Strategic thinking
  • Customer Focus
  • High Impact Communication
  • Business Partnerships
  • Driving for Results
  • Mentoring
  • Aligning performance for success

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