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Investment Analyst

Remuneration:Cost to company 
Location:Cape Town, University Estate
Education level:Honours
Job level:Junior
Reference:#Investment Analyst
Company:Oasis Group Holdings


Job description

  • Conduct research investment research and analysis.
  • identify investment opportunities to protect and grow investment portfolios.
  • Perform detailed fundamental equity analysis, valuation and ratio analysis using stochastic and financial modelling.
  • Ensure that you are key decision contributor to the Investment Team
  • Undertake comprehensive evaluation and analysis to ensure that a thorough due diligence is conducted before the firm undertakes an investment into a security on behalf of its client
  • Application of investment principles primarily to the equity market, however from time to time, this may encompass evaluation of properties, bonds, or unlisted instruments.
  • Involves the use of long term investment analysis in accordance with internal proprietary methodologies including:
  • Detailed financial analysis of financial performance and financial position of the company through evaluation of Balance Sheets, Income Statement, Cash Flow Statement and Statement of Changes in Equity.
  • Evaluate the impact of changes in macro and micro economic variables and its implications on the risk and return profile of a security
  • Evaluate long term history and numerical data and conduct quantitative analysis of companies looking at trend line and statistical numbers
  • Responsible for developing investment ideas using quantitative techniques
  • Identification of trends in global and local economic and market condition using statistical and mathematical projections.
  • Apply stochastic and financial modelling to identify undervalued securities across local and global markets.
  • Apply portfolio construction techniques to minimize risk and inherent volatility within portfolios and to analyze and quantify inherent risk within investment portfolios managed by the firm.
  • Write reports which articulate the outcomes of the quantitative methods applied which can be used to make substantive investment decisions.
  • Attend the Daily Morning Meeting and provide a report back on any events from the previous day including but not limited to Management Meetings with companies, Results Presentations of companies, Information obtained from the media (newspapers/Bloomberg etc), Economic data released, Market update.
  • Ensure that you follow up and successfully execute the action points agreed in the meetings.
  • Submit reports for and attend strategy and model portfolio meetings
  • Provide input into the strategy investment committee meetings
  • Ensure that you have done proper due diligence and applied detailed reviews of the reports in preparation for the strategy and model portfolio meetings and that the quality of the analysis and the recommendations are of an exceptional quality.
  • Ensure that all systems remain up to date, and models are updated on the system and it is the analysts responsibility to report to the CIO after conducting periodic reviews that all information is up to date.
  • Ensure that investment decisions recommended by the analyst which are approved are followed through completely and ensure execution across our model and clients portfolios.
  • Ensure that you use the systems available optimally and enhance the usage of the system such us Decalog, Xamin, Inet Bloomberg Thompson Reuters to assist in your decision making process
  • Ensure that procedure manuals are followed at all times, and regularly maintained when applicable.
  • Generate your own investment ideas, make recommendation based on analysis and adequate due diligence done by you and motive why further research should be conducted if necessary.
  • You must ensure that meeting notes and action points are well documented and filed accordingly
  • Oversight function over group performance analysis function including extraction of performance data and calculations for performance and risk analysis
  • Perform reasonability checks on all performance and risk analysis output
  • Prepare and review performance and risk analysis reports
  • Management reporting and/or reporting to the CIO must include an executive summary with an analysis supporting the executive summary based on the company internal requirements. Where an issue is highlighted then the report must contain suggestions for resolution of the issue.
  • Ensure that your reports are well prepared and delivered to the Investment Committee.


Requirements

  • One to two years of experience in risk, analytics.
  • Hons Degree/Masters Degree in Finance or Actuarial Science or investment and actuarial exemptions with the institute and the faculty of actuaries will be advantageous.


Posted on 27 Feb 11:18

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Salmaan Shaikh

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