A trusted investment manager with world-class capabilities in investment management, trust and estate services have a great job opportunity for an Investment Associate to join their team in Johannesburg. The Investment Associate will provide support to Portfolio Managers in all aspects of the investment process. You will have the responsibility to implement and execute their investment policy and broad investment strategies

Your key job responsibilities as the Investment Associate in Johannesburg will include:

-Conduct regular account reviews with Portfolio Managers and suggest appropriate actions to uphold asset allocation and portfolio construction views
-Provide research support for the equity strategy teams by monitoring and gathering specific fundamental research data on stock recommendations - This may include providing research meeting notes and coordinating meetings with external Analysts and/or company management
-Enter and execute trades while allocating the trades based on guidelines provided by the Portfolio Managers
-Provide portfolio data and analytics, and work with the Portfolio Managers to create presentations for client and prospect meetings
-Provide analytical performance reports while working closely with the Portfolio Managers to interpret the performance data
-Monitor portfolios for concentrated positions, discretionary status, and client directed holdings to mitigate portfolio risks
-Provide cash flow analysis and wealth projections
-Maintain awareness of client account activity (withdrawals, income sources, etc.)
-Assist in the creation and implementation of investment policy statement for new and existing clients

Requirements for this Investment Associate job in Johannesburg:

-Bachelor's degree in finance, business, mathematics, or economics preferred
-CFA (or working towards completion) preferred
-2 years of work experience in the finance or related industry, with an understanding of securities and the investment process - Experience in high net worth asset management preferred
-Ability to work effectively with a wide variety of senior investment leaders and personalities
-Ability to communicate research findings and investment views through regular meetings, reports, emails and one-on-one direct exchanges
-Ability to analyze quantitative and qualitative market relevant data from a variety of sources