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Investment Analyst – (2600000C)
Job Purpose and Key responsibilities
Job Purpose:
Undertaking research across asset classes to inform investment decisions.
Key responsibilities:
- Create financial models to determine fundamental value of prospective listed and unlisted investment opportunities and recommend investment decisions.
- Conducting market research across industries and collect, tabulate and synthesize available market information to support research that will optimize the returns of client funds.
- Perform credit analysis of various debt security issuers and giving fixed income investment recommendations.
- Derive capital market expectations for various asset classes and present recommendations based on Macro Economic research at Investment Committee and Investment strategy meetings.
- Present and support proposed changes in investment targets at security selection meetings, based on intrinsic value derived from financial modelling.
- Support the fund management team in developing, launching and distributing new products and enhancing existing products.
- Prepare and present investment reports to internal and external clients.
- Support Britam Group Investment teams in the region through top-down investment research.
Knowledge, experience and qualifications required
Knowledge, experience and qualifications required:
- Bachelor’s degree in Commerce, Economics, Statistics or related field.
- At least 2 years’ experience in a similar position.
- Significant progress in a recognized professional investment certification such as CFA or ICIFA.
NB: All applicants are required to complete the application questionnaire in full. Responses provided will form part of the shortlisting criteria. Applications submitted without a completed questionnaire will not be considered.
