Fund Analyst – Waterfall, Midrand, Gauteng – Permanent | PSG Konsult Ltd

Full Time Accounting / Financial Services

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Job Location : Gauteng,

Deadline : February 28, 2026

About the Role

The Fund Analyst supports strategic investment decisions by conducting rigorous quantitative and qualitative research on market trends and fund performance. Leveraging AWS for large-scale data processing and Oracle for financial modeling, this professional ensures that investment recommendations meet strict compliance and risk standards. Their analytical output is vital for identifying growth opportunities and ensuring the long-term profitability of managed investment portfolios.

Responsibilities:

  • Sector report, analysis and research on assigned fund sector(s)
  • Unit trust comparisons, ad-hoc research reports and marketing support
  • Identifying potential funds to invest in and make recommendations to Senior analysts & head of fund solutions
  • Accurate and timely completion of assigned monthly & quarterly reporting tasks (Quality of reporting & deadlines met)
  • Business policies, including leave processes, followed correctly
  • Assisting with meeting governance functions, arranging of manager meetings and general office support
  • Assist senior analysts, head of fund solutions & CIO with adviser queries
  • Maintain and manage fair and equitable internal and external customer relations in line with TCF Regulations and PSG processes and policies
  • Create and maintain positive team dynamic

Minimum requirements:

  • BCom Investment Management (or equivalent finance/economics degree)
  • CFA/CIPM qualification advantageous
  • 2-4 years’ relevant experience required in fund manager selection / fund analyst role
  • Advanced MS Excel required
  • Morningstar experience required

Competencies required:

  • Emotional/ behavioural discipline
  • Statistical and modelling knowledge and experience
  • Attention to detail
  • Self-starter and motivated
  • True passion for Financial Services
  • Good writing Skills
  • Excellent work ethic
  • Resilient
  • Ability to work under pressure

Deadline:5th January,2026

Career Growth & Education

A degree in Statistics, Economics, or Finance is the standard requirement, often followed by professional certifications such as the CFA or CAIA. Career pathways move toward Fund Management or Strategic Investment Advisory, particularly for those who master data visualization and predictive modeling. Participating in global financial research forums and pursuing advanced degrees in quantitative finance can lead to elite opportunities in international investment banking.

Salary & Financial Insight

Monthly salaries for Fund Analysts in the Midrand hub typically fall between R40,000 and R70,000 based on analytical depth and experience. Professionals should focus on early retirement planning and the use of tax-free savings accounts to maximize their long-term capital growth.

How to Apply for this Offer

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