Investment Research Analyst at Britam

Job Purpose:

Undertaking investment research and analysis across Equities and Fixed Income asset classes to inform investment decisions.

Key Responsibilities

1. Perform analysis to come up with financial models on prospective investment opportunities and recommend investment decisions.
2. Derive capital market expectations from macroeconomic research and models.
3. Conducting market research across industries and gathering market intelligence to enhance the management of client funds.
4. Maintain up-to-date information on the latest economic trends globally, in the country, and across sectors.
5. Presenting due diligence reports to the wider fund management team and participating in asset allocation decisions.
6. Prepare and present investment reports to internal and external clients
7. Delegated Authority:  As per the approved Delegated Authority Matrix
8. Perform any other duties that may be assigned from time to time

Key Performance Measures

• As described in your Personal Score Card

Knowledge, experience, and qualifications required

1. CFA charter holder, or at least has passed CFA level 2 (Indicate this in the online application)
2. At least 2 years of experience in a full-time investment analyst or portfolio manager position at an asset management company. (Indicate this in the online application)
3. Bachelor's degree in Commerce, Economics, Statistics, or related field

Technical/ Functional competencies

1. Financial modeling skills
2. Knowledge of investments and financial markets
3. Demonstrated ability to research, analyze and evaluate investment strategies and positions
4. Excellent organizational and analytical skills
5. Report writing skills

Leadership category responsibility framework (Core Competencies)

Emerging Leaders in Britam need to:

• Plan, direct and apply efficiencies and resources in order to optimise output and profitability against time, cost and team targets;
• Effectively communicate strategic and operational departmental goals and objectives to peers and others in order to ensure proper implementation;
• Ensure that department priorities are adhered to and effectively communicated;
• Ensure competent and effective people resources through appropriate coaching, development and people supervision as appropriate;
• Embody a high performance, proactive culture;
• Effectively ensure the adherence to key performance areas, deadlines and goals in order to optimise operational effectiveness;
• Effectively communicate resource needs, possible opportunities and achievements to management in order to aid them in their decision-making;
• Effectively set and monitor priorities and objectives for more junior staff;