Junior Research and Investment Analyst needed at Sanlam Group

What will you do?

• Responsible for carrying out research studies. Gathers and analyses statistical data to assist management in forecasting sales and developing new products.

What will make you successful in this role?

• The Junior Research and Investment Analyst will be responsible for fund research and general investment research, client service and investment support, sales support, investment reporting and publications, presentations within the business and general administration.  

Key outcomes

• The following outcomes will be expected to be achieved by the Junior Research and Investment Analyst. 
• Thoroughly manager research, understand and explain collective investment schemes (including ETF’s, Retail Hedge Funds and offshore funds) performance, positioning and mandates
• Glacier Research investment publications and reporting
• General investment research: Analyse, interpret and disseminate market and economic information. Initiate research on current investment-related topics
• Client service (telephonic, email and face-to-face)
• Glacier Research administration responsibilities
• Provide general investment support to Glacier Research Investment Analysts and internal Glacier business units
• Provide general investment support to intermediaries
• Provide general investment and administration support to Glacier Consulting
• Present investment-related information to internal Glacier business units
• Write articles on research/ industry/ investment topics in English
• Assist with the maintenance of Glacier’s proprietary research and investment tools
• Ad hoc projects

Qualifications and experience

• Relevant Honours Commerce qualification
• At least CFA Level 1 or equivalent, with higher level qualification beneficial
• Relevant experience in a retail financial environment would be an advantage
• Computer skills: MS EXCEL; MS WORD, Morningstar
• Knowledge of economic principles and retail financial environment
• Be willing to travel nationally if required
• Part of the interview process will be to write an investment related article and complete a case study.