Investment Analyst

Let's Write Africa's Story Together!

Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.

Job Description

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A great opportunity to join a growing and focused investment team as an Investment Analyst. The role will give the successful candidate exposure to both local and global capital markets, working within in a dynamic team environment. Pro-activeness and a willingness to take responsibility is rewarded through career growth opportunities and remuneration.

Key responsibilities will include amongst others:

• Investment research across asset classes from a top down perspective.
• Bottom up company/stock research on local and global markets.
• Develop and evaluate financial models on companies.
• Perform valuation analysis on company shares.
• Make investment recommendations based on research conducted.
• Present investment ideas and updates to the investment team and portfolio managers.
• Undertake ad hoc research requests from portfolio managers.
• Keep abreast of current market and industry developments.
• Work alongside the compliance team in monitoring portfolio mandates from a compliance perspective.
• Portfolio performance analysis.
• Be a member of and contribute to model portfolio sub-committees.
• Enhance company brand and profile through media contributions that could include commentary on company result updates, written investment-related articles, journalist interviews and webinar presentations etc.

Key Results areas:

• Researching and presenting investment ideas based on thorough analysis.
• Presenting emerging investment themes and interesting topics.
• Portfolio manager support.
• Portfolio manager mandate monitoring.
• Investment performance analysis.
• Building company profile through publication of research across numerous media platforms.

Qualifications and Experience required:

• Relevant post-graduate qualification (BComm, BSc, B.Bus.Sci, CA(SA), CFA).
• Minimum of 5 years relevant industry experience.
• Understanding of financial statements and financial analysis.
• Strong quantitative skills/numeracy.
• Critical reasoning skills.
• Intermediate in MS Suite (Excel, Word, Outlook).
• Great communication skills and are able to present ideas clearly in English (both written and verbal).
• A professional approach.
• Pro-active and confident.
• A team player with strong collaboration skills.
• Attention to detail.
• Punctual (meets deadlines).
• Open-minded, inquisitive and assertive.
• A problem solver who is results driven.
• Demonstrable passion for investments.

Skills

Competencies

Business InsightCommunicates EffectivelyCourageDecision QualityEnsures AccountabilityFinancial AcumenInstills TrustManages Complexity

Education

Closing Date

20 March 2025 , 23:59

The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.

The Old Mutual Story!