Ideal experience:

1. At least five years of work experience in the Investment industry, ideally in a Product Development or quantitative analysis role.
2. Good understanding of financial services with demonstrable insights into the investment needs of individuals from a holistic savings perspective.
3. A good understanding of the Investment industry’s tax and regulatory framework and impact on differing savings outcomes.
4. Experience in doing analysis using Python or R.
5. Demonstrable track record of quantitative analysis experience and or data analysis.  

Ideal qualifications:

1. A strong analytical degree (Mathematics/Statistics) with demonstrated academic excellence. 
2. A post graduate investments qualification or professional certification (e.g. CFA) will be an advantage. 

Competencies and ideal personality attributes:

1. Analytical and enjoy problem solving  
2. Investigative nature to unpack complicated problems 
3. Proactive and able to use initiative 
4. Clear thinker 
5. Self-starter with ability to multi-task 
6. Highly organised and efficient
7. Evidence of being able to work collaboratively 

Systems knowledge:

1. Highly proficient in MS Excel and Power BI, or an equivalent program(s). 
2. Skills in programming with experience in Python or R being advantageous. 

Main duties and responsibilities:

1. Support the Product Development team with developing new solutions, or enhancements to existing strategies with a focus on holistic solutions.
2. Work closely with the Investment Team with regards to strategic asset allocation analysis modeling and ad hoc requests.
3. Focus on maintaining and building out existing quantitative tools such as cash flow projections, modelling optimal use of products.
4. Assist with ensuring product offering remains in line with regulatory requirements, through development or amendment of product features.
5. Data analysis to identify trends and behavior to guide thinking around holistic solutions
6. Research and review local and international fund and product offerings to identify gaps and opportunities as per regulatory and industry standards.
7. Engage with various business stakeholders to understand requirements and needs from an investment offering perspective.
8. Draft and present business case proposals through relevant committees for approval.
9. Sign-off on product-related content and support to business on product-related items.