Position Overview
Minimum requirements:
Qualifications & Experience
- Honours degree in Finance, Investments, Economics, Accounting, or related field.
- CFA, CA(SA), or similar postgraduate qualification advantageous.
- Relevant experience in investments, equity analysis, portfolio management, and company valuations.
Technical Skills
- Advanced Microsoft Excel skills.
- Bloomberg experience advantageous
Responsibilities
- Respond to investment and market-related queries from advisors.
- Work with investment teams across asset classes to provide accurate and timely feedback.
- Assist with stock-specific enquiries and portfolio transition analysis.
- Present portfolio performance, positioning, and market insights to clients.
- Respond to client queries and provide investment-related comment...