Junior Investment Analyst

Description

• Researching, analysing and providing relevant information
• Making recommendations regarding investment benefits and upside
• Analyses of companies within their industry, sales & profit estimates, projected rates of return
• Project short and long term values of stocks compared with historical evaluations relative to the market
• Makes recommendations for selection or investment decisions
• Analyses Credit risk and investment case of listed or unlisted Fixed Income instruments
• Making recommendations for the approval of credit limits to the Credit Committee
• Provide support to Analysts, Portfolio Managers, Sales and Marketing
• Monitors equity, fixed income, commodity, money and currency markets
• Maintains communication with local and international stock brokers
• Receives and executes orders for implementation
• Determine, implement and adopt appropriate tactics to implement orders and ensure equitable allocation of trades between portfolios where applicable
• Maintain trading systems and build financial models
• Keep records of investment decisions and meetings
• Keep records of investment performance and analysis of investment performance
• Assists with the formulation, revision and implementation of investment plans which may include fixed income, equity, property and foreign exchange portfolios and economic views
• Performs investment research, monitors developments in security markets and liaises with tax attorneys or accountants to determine legal consequences of investment decisions
• Gathers and interprets data, monitors financial performance, and prepares reports supporting portfolio managers

Duties

• Financial Management and Control:
• Track progress against budgets within established finance systems, and report variances to more senior colleagues
• Financial Policies, Guidelines, and Protocols:
• Contribute to the development and delivery of financial policies, guidelines, and protocols to ensure the company complies with regulations and good financial practice
• Data Collection and Analysis:
• Collate and analyze data using preset tools, methods, and formats. Involves working independently
• Document Preparation:
• Organize and prepare complex documents using a variety of applications for technology devices, such as standard office software
• Also responsible for gathering and summarizing data for special reports
• Investment Management:
• Support the investment team on more-complex activities by monitoring financial performance and preparing ad hoc reports using a wide variety of existing processes, procedures, and precedents
• Solutions Analysis:
• Interpret data and identify possible answers
• Involves navigating a wide variety of processes, procedures, and precedents
• Internal Communications:
• Help others get the most out of internal communications systems by offering support and advice
• Internal Client Relationship Management:
• Build effective working relationships within the internal client organization, delivering high-quality professional services with guidance from senior colleagues
• Data Management:
• Help others get the most out of data management systems by providing support and advice

Requisites

• Namibian Citizenship
• Relevant degree
• Completed CFA level 1
• Experience in the investment / analyst field will be an added advantage
• Excellent decision making skills
• Excellent numerical skills
• Strong ownership and accountability skills
• Possess good planning & organizing skills
• Be able to generate innovative ideas and take initiative
• Be able to sell ideas confidently and gain commitment
• Ability to think analytically, laterally & systemically
• Competencies:
• Business Insight
• Collaborates
• Communicates Effectively
• Decision Quality
• Ensures Accountability
• Financial Acumen
• Instills Trust
• Manages Complexity

Notes

• Only shortlisted applicants will be contacted