Investment Analyst at UAP OLD MUTUAL GROUP

Reporting to the Chief Investment Officer, the incumbent will be responsible for research, investment analysis and provision of relevant information and recommendations on equity and fixed income investments.

Role Overview

• Responsible for researching, analysing and providing relevant information for investment decision making.

• Keeping up to date with macro-economic trends, market developments as well as monitoring corporate actions of listed companies.

• Developing and maintaining the financial valuation models.

• Analysing credit risk of listed or unlisted Fixed Income instruments.

• Makes recommendations regarding investment attractiveness of listed equities and fixed income instruments to the Investment Committee.

• Communication focuses on transferring of relatively complex information in a manner that aides in investment decision making.

• Provide support to the performance analyst.

Key Results Areas

Personal Effectiveness

• Accountable for service delivery through own efforts.

• Individually accountable for managing own time, tasks and output quality

• Makes increased contributions by broadening individual skills.

• Collaborates effectively with others to achieve personal results.

• Accepts and lives the company values.

Investment Analysis

• Researches, analyses and provides relevant information.

• Analyses the position of listed and unlisted companies within the investment universe.

• Projects short and long term macroeconomic forecasts for factors such as GDP, inflation and interest rates as well as industry and company specific financial projections with clearly identifiable performance drivers.

Investment Recommendation

• Makes recommendations regarding investment attractiveness of equities and fixed income securities.

• Transfers relatively complex information.

Qualifications and experience

• Undergraduate Degree in Finance and/or investment analysis

• CFA qualification is an added advantage

• Experience in financial modeling and investment analysis

Knowledge and Skills

• Decision Making

• Gaining Commitment

• Initiating Action

• Ownership

• Planning & Organizing

• Technical Knowledge

• Thinking Skills