Job Title
Junior Analyst

Purpose statement

To monitor, analyze and interpret data in order to facilitate the implementation of the boutique’s investment strategy, in accordance with the vision and mission and of the Company.
Position in the organisation
Reports to:
1st Level : Quantitative and Fixed Income Analyst
2nd Level : Chief Investment Officer

Job objective
a) Primary objective:
The junior analyst monitors, analyses and interprets data and assists in the generation of investment ideas.
Duties
- People
- Build and maintain relationship with industry peers, service providers and fund managers
- Liaise with the economic, marketing and administrative divisions.
- Processes
- Analyse financial statements for local and international companies
- Review, observe and monitor valuations of companies using various methods
- Provide Market information such as price movements and trends for fund managers
- Deliver execution results
- Allocation of trades
- Accurate reporting of trades to administrators and fund managers
- Market sector and fund analysis
- Model building
- Capture and manage data
- Create reports for clients
- Compile market commentary
- Idea generation arising from short term market moves
- Fund attribution analysis
- Preparation for morning meetings
- Fund risk monitoring
- Technology
Bloomberg
Excel
Inet
Morningstar
Factset

Job Evaluation Criteria

Formal Education
Completed Honours degree related to investments (essential)

Critical Competencies

Knowledge
- Strong mathematics and financial skills
- Financial statement analysis
- Understanding of equity markets
- Market drivers
- Model Building
- Valuation techniques

Skills and Attributes
- Accuracy
- Innovation
- Team player
- Attention to detail
- Ability to perform under pressure
- Methodical
- Organized
- Reliable
- Self - started

Other
Willingness to work beyond standard office hours of 8am to 5pm when necessary