Investment Analyst

Six Sense Consulting


Date: 21 hours ago
City: Knysna, Western Cape
Contract type: Full time
A well-established short term insurer is seeking to appoint a Investment Analyst

The Investment Analysts will assist the Senior Investment Manager in the implementation of the investment policy and investment strategy.

Prepare investment performance monitoring and reporting.

Prepare quarterly investment packs for Investment Steering Committee and Investment Committee.

Assist with asset manager selection, appointment and monitoring.

Conduct asset manager due diligence exercises and reporting.

Daily Compilation of Asset managers data and calculation of Assets Under Management (AUM).

Monthly and Quarterly investment reconciliations.

Month end Investment journals.

Monthly invoices

Compliance and Variance/Cash report

Qualifications

  • Relevant B degree qualification (B Com/ BAcc)
  • Advantageous if the qualification is relevant to investments

Experience

  • Minimum 2 years in an investment environment.

Please note that if you have not received a response within 14 days of submitting your application that your application was unsuccessful.

However, please keep a lookout on our website, [URL Removed] for available positions which may be inline with your career aspirations.

Desired Skills

  • Investment environment
  • Investment reconciliations
  • Investment journals
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