Junior Investment Analyst

Lets Write Africa's Story Together!

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

Job Description

Minimum Requirements:

• 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.
   

Job Specification:

• 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.

ResponsibilitiesFinancial 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.

Personal Capability Building

Develop own capabilities by participating in assessment and development planning activities as well as formal and informal training and coaching; gain or maintain external professional accreditation, where relevant, to improve performance and fulfill personal potential. Maintain an understanding of relevant technology, external regulation, and industry best practices through ongoing education, attending conferences, and reading specialist media.

Skills

Competencies

Business InsightCollaboratesCommunicates EffectivelyDecision QualityEnsures AccountabilityFinancial AcumenInstills TrustManages Complexity

Education

Closing Date

18 June 2025 , 23:59

The Old Mutual Story!