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Graduate Trainee Investment Analyst

The Programme

Apply for this graduate opportunity and you will enjoy the following - 18-month development programme. Facilitated development focusing on leadership and self-improvement. Interaction with other graduates in other parts of the business. Group coaching and Invaluable industry hands-on experience.

What You Will Do

  • Analyse, interpret and disseminate market information.
  • Thoroughly research , understand and explain collective investment schemes performance, positioning and mandates.
  • Initiate research on current investment and industry related (including legislation, LISP, flows and IFA practice management) topics.
  • Provide support to intermediaries and the SI Distribution Support team regarding the structuring of portfolios and investments.
  • Providing direct investment support to retail multi managers / model portfolio managers.
  • Assisting with - New business pitches, and Maintaining existing business - from intermediaries in point above.
  • Present investment-related information to intermediaries.
  • Write articles on research/industry/investment topics in English.
  • Be available to travel nationally.

Required Skills and Abilities

  • Commercial degree.
  • Advanced Excel skills.
  • Knowledge of investment and economic principles.
  • Knowledge of the retail financial environment.
  • Initiative and innovative/function independently.
  • Analytical thinking and problem solving.
  • Proven decision making skills.
  • Strong presentation skills.
  • Client service orientation.
  • Computer skills - EXCEL (Macros and Visual Basic advantage), MS PowerPoint and MS WORD.
  • Strong Communication skills (Verbal and Written) in English.
  • Relationship Building Skills.
  • Ability to interact with intermediaries.
  • Ability to influence investment decisions.
  • Self-starter and self-managed.
  • Ability to work independently and meet deadlines.
  • Excellent communication and telephone skills.
  • Excellent customer relations and relationship building skills.
  • Ability to work within pressurized environment.
  • Ability to be an effective team player and proactive individual.
  • High client orientation and excellent interpersonal skills.
  • Demonstrated commitment to maintaining the highest standards.
  • Job type:Graduate jobs
  • Citizenships:

  • Locations:

    Cape Town (South

  • Closing Date:15th Aug 2018, 6:00 pm


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