Job Title Investment Analyst
Date Reviewed May 2022
Location Sandton and Pretoria Offices
Employment Permanent
Purpose statement Economic research, market research, industry trends research, competitor analysis, manager research, portfolio construction, portfolio performance attribution, portfolio performance monitoring, and asset allocation
Position in the organisation Reports to:
1st Level: Chief Investment Officer
2nd Level: Managing Director

Subordinate
None
Duties
Responsibilities: Quantitative Research / Analysis:
- Macroeconomic research.
- Macro regime research / business cycle research.
- Asset class valuations research.
- Investment styles research.
- Geographical fundamentals / Regional fundamentals research.
- Currency markets research.
- Portfolio construction research.
- Portfolio performance attributions research.
- Manager Research.
- Asset Allocation monitoring.
- Industry trends research.
- Competitor analysis research.
- Process automation research.

Qualitative Research / Analysis:
- Macroeconomic research.
- Macro regime research / business cycle research.
- Asset class valuations research.
- Investment styles research.
- Geographical fundamentals / Regional fundamentals research.
- Currency markets research.
- Portfolio construction research.
- Portfolio performance attributions research.
- Manager Research.
- Asset Allocation monitoring.
- Industry trends research.
- Competitor analysis research.
- Process automation research.

Member of BIP Investment Committee:
The key role here is to support the fundamental risk-management-process across BIP’s 7 Pillars of Investments Decisions Making.
- Global macroeconomics risks.
- Global macro-regime /business cycle risks.
- Global asset class valuations risks.
- Global currency risks.
- Global investment styles risks.
- Global geographical / regional risks.
- Global manager selection risks (Active Managers and Rules Based Managers).

Client Support:
- Client relationship management
- Member of BIP-Client investment committees and collaborating with clients to profitably combine BIP’s key fundamental risks as noted above.
- Playing a key role in communicating BIP’s key investment strategy thoughts to clients, but in a manner that is highly customised to their specific and varied needs.
- Ability to translate on-going client queries, concerns, requests etc. into clear feedback to CIO and Investment Team at large, with regards to positioning the Investment Process to allow it to be more relevant to clients’ fundamental investment needs.
- Contribution to the preparation of and continual development of client quarterly reports.
- Contribution to the preparation of, and continual development of more frequent client reporting obligations – typically monthly.
- Client presentations, within the boundaries of specified investment mandates.
- Client investment and non-investment queries within the boundaries of specified investment mandates.
- Client ad-hoc support, within the boundaries of specified investment mandates.
- Investment decision making support functions.
- Full ownership of high-frequency-administration tasks e.g., setting up and maintaining a broad array of spreadsheets which support the investment-decision-making-function, setting up and maintaining a broad array of investment feedback reports, setting up and maintaining a broad array of presentations e.t.c.
- Actively contributing to the setting up and development of processes which make high-frequency roles more efficient, highly repeatable, etc.
- Support Clients in their own business development initiatives from time to time.
- Support Clients in their own client relationship initiatives from time to time.

Manager Support:

1. Managing Director Support:
- Actively supporting the MD in the day-to-day operational activities that support the BIP Investments Decision Making Framework.
- Actively supporting the MD in the day-to-day operational activities that support the BIP Business Strategy Framework.
- Ad hoc.

2. CIO Support:
- Actively supporting the CIO in the day-to-day operational activities that support the BIP Investments Decision Making Framework.
- Ad hoc.

3. Senior Portfolio Manager Support:
- Actively supporting Senior Portfolio Managers in the day-to-day operational activities that support the BIP Investments Decision Making Framework.
- Ad hoc.

4. Head of Business Development Support:
- Actively supporting the Head of Business Development in the day-to-day operational activities that respond to client requests and queries.
- Ad hoc.

Business Development:
- Ongoing contributions to the divisions’ business development efforts – building of presentations and marketing brochures, improving existing presentations and marketing brochures, maintaining existing presentations and marketing brochures.
- Actively contribute to the production of content, that communicates and showcases BIP’s intellectual property and research, across a diversified range of Brand Building / Marketing Platforms.
- Sales / Business Development Team support.
- Marketing team support.

EFG Group Activities:
- Support all EFG Divisions with robust support with regards to providing sustainable investments research, as well as sustainable investment solutions.
- Marketing initiatives support.
- Sales initiatives support.
- Business development support.

Ad-hoc:
- Admin support

Team Building Support:
- Broad cooperation to build an exceptionally strong and well-coordinated team overall.

Competence / Skills / Role Attributes: - Advanced Ms. Power Point, Ms. Excel and Ms. Word skills.
- Strong quantitative analysis skills.
- Strong financial modelling skills.
- Strong computer programing skills.
- Strong process automation skills.
- Strong communication skills – verbal and written.
- Proficiency in English (read, write, speak)
- Strong presentation building skills.
- Strong knowledge of a wide range of investment systems: E.g., Bloomberg, FactSet, IRess, MoneyMate, MorningStar,
- Strong interpersonal skills.
- Professional conduct.
- Progressive attitude and aptitude.
- Progressive maturity.
- Exposure to Manager Research an added advantage.
- Exposure to Data Mining, Data Solutions, Data Management is an added advantage.
- Strong attention to detail
Job Evaluation Criteria Education:
• B. Com (Hons), B. Bus Science or similar qualification.
• Professional qualification or studying towards one e.g., CFA
• Communication skills, presentation skills, article writing skills an added advantage.

Experience:
• Minimum of 3 years work experience in multi management or similar environment will be beneficial.
• Computer programming
• Financial modelling
• Process automation
• Data mining skills and data solutions management
• Article writing, writing course, presentation course – added advantage.
• Experience of the CIS or asset management or Wealth Management industry
• Experience of LISP platforms will be beneficial
Knowledge
• Global macroeconomics
• Global business cycle
• Understanding of fundamental investments principles – risk, fundamental valuations, mean reversion, et
• Understanding of financial services industry.
• Technical and systems knowledge
• Process automation
• Data mining and data management
• Programming knowledge.
• Financial modeling knowledge.
• Knowledge around LISPS – Linked Investments Services Providers

Personal Attributes:
• Team player. Team builder. Team motivator.
• Keen interest in the profitable employment of technology into traditional investment processes.
• Innovative mindset with keen interest in setting up of highly efficient work processes.
• Mature and positive attitude.
• Professionalism and integrity
• Willingness and commitment to work long hours.
• Willingness and commitment to travelling, both locally and offshore.
• A dynamic and highly driven individual with huge aspirations about their career growth pattern.
• Self-starter

Only shortlisted candidates will be contacted