Wealth Investment Analyst - Sandton Verfied

R 240k - 400k per annum Sandton, Gauteng Sandton, Gauteng more than 14 days ago 04-03-2015 10:42:54 AM
01-04-2015 10:42:54 AM
B.Comm graduate , preferably with a CFA/CIPM qualification and minimum 3 years relevant experience in a wealth/asset management environment, required to start asap with this Independent Financial Service Provider’s Wealth Investment unit.

Minimum requirements:
• B.Comm degree essential
• CFA / CIPM qualification highly advantageous
• Previous experience in a wealth management company beneficial
• Minimum 3 years relevant working experience required

Responsibilities:
• Daily administration of the Multi-Management Finds, month-end administration and monitoring pricing
• Research and Analysis – due diligence on current and prospective investments, quantitative analysis, reports, security/instrument research
• Marketing and communication
• Performance reporting – calculate and report monthly performance on all products offered
• Third party research
• Attribution analysis
• Risk management and reporting
• Institutional Asset management