Investment Analyst

Analytics and Implementation Analyst

JOB DESCRIPTION
A quantitatively astute investment analyst to take ownership of the analytics function. The role will form part of the investment team and will report to the Chief Investment Officer.

The candidate will be expected to work closely with the CIO and the investment analysts to help build, develop and implement the overall investment analytics function within the business. The candidate will be responsible for producing a range of quantitative analyses, as well as certain investment implementation tasks.

JOB RESPONSIBILITIES:
The responsibilities can be separate into two core parts: analytics and investment implementation.
Analytics Functions
Business owner of: o Performance data
Asset allocation data
Fund static information
Performance reporting
Performance analysis
Quantitative analysis

Client consulting support
Investment team support (various analytics projects)
Various investment projects
Manager research support

Investment Implementation functions:
Conduit from investment decisions to execution.
Fund level focus but will include some direct shares
Local and Offshore
Day to day implementation across clients (retail and institutional) across model portfolios, UT’s, segregated
Instruction management (capture, modelling, execution, compliance etc)
Working with internal database (Clarity)
Ad hoc investigations and analysis
Back up for investment implementation analyst

EXPERIENCE:
Up to 5 years Quantitative/analytical experience
Ideally investment industry-related experience
Understanding of retail asset management, as well as the financial advice industry would be beneficial

COMPETENCIES:
Strong technical ability
Statistical background
Excellent excel, modelling, spreadsheeting, skills etc

Ability to code would be an advantage
Naturally analytical in their thinking
Understanding of portfolio construction, risk analysis, effective exposure, etc
Communicating effectively (both written and verbal)
Displaying drive and purpose
Stress tolerance, resilience and adaptability
Good planning and organising skill

QUALIFICATIONS
Statistics, Commerce or related qualification – BSc, B Comm, B Bus Sci, CA, CFA, Actuarial

IMPORTANT ATTRIBUTES
Passion for quantitative analysis
Must possess an ownership mentality and a willingness to take responsibility for tasks through to completion
Attention to detail, diligent, goal orientated and a willingness to learn and be hands on
Highly organized, good at multi-tasking
An interest/passion in the investment industry/markets
Ability to deal directly with service providers (manco, platform, local offshore etc)

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