{"id":10083,"date":"2025-05-08T18:00:27","date_gmt":"2025-05-08T18:00:27","guid":{"rendered":"https:\/\/jobs.dataaxisnode.com\/southafrica\/job\/investment-analyst-specialist-underwriter-group-risk-associate-financial-advisor-new-entrant-ept-durban\/"},"modified":"2025-08-09T00:24:55","modified_gmt":"2025-08-09T00:24:55","slug":"investment-analyst-specialist-underwriter-group-risk-associate-financial-advisor-new-entrant-ept-durban","status":"expired","type":"job_listing","link":"https:\/\/jobs.dataaxisnode.com\/southafrica\/?post_type=job_listing&p=10083","title":{"rendered":"Investment Analyst \n\n\n            \n\n            \n            Specialist Underwriter: Group Risk \n\n\n            \n\n            \n            Associate Financial Advisor (New Entrant) (EPT) (Durban) \n\n\n            \n\n            \n            Commissioned Financial Advisor (Johannesburg) \n\n\n            \n\n            \n            Commissioned Financial Advisor (Umhlanga) \n\n\n            \n\n            \n            Associate Financial Advisor (New Entrant) (EPT) &#8211; Amanzimtoti \n\n\n            \n\n            \n            Aspiring Financial Advisor (Amanzimtoti) \n\n\n            \n\n            \n            Associate Financial Advisor (New Entrant) (EPT) (Pretoria) \n\n\n            \n\n            \n            Enterprise Risk &amp; Governance Manager \n\n\n            \n\n            \n            Customer Service Specialist \n\n\n            \n\n            \n            Associate Financial Advisor (New Entrant) (EPT) (Alberton) \n\n\n            \n\n            \n            Product Owner \n\n\n            \n\n            \n            Associate Financial Advisor (New Entrant) (EPT) &#8211; Westville"},"content":{"rendered":"<p>Job Description<\/p>\n<p>\tA great opportunity to join a growing and focused investment team as an Investment Analyst. The role will give the successful candidate exposure to both local and global capital markets, working within in a dynamic team environment. Pro-activeness and a willingness to take responsibility is rewarded through career growth opportunities and remuneration.<\/p>\n<p>Key responsibilities will include amongst others:<\/p>\n<p>\tInvestment research across asset classes from a top down perspective.<br \/>\n\tBottom up company\/stock research on local and global markets.<br \/>\n\tDevelop and evaluate financial models on companies.<br \/>\n\tPerform valuation analysis on company shares.<br \/>\n\tMake investment recommendations based on research conducted.<br \/>\n\tPresent investment ideas and updates to the investment team and portfolio managers.<br \/>\n\tUndertake ad hoc research requests from portfolio managers.<br \/>\n\tKeep abreast of current market and industry developments.<br \/>\n\tWork alongside the compliance team in monitoring portfolio mandates from a compliance perspective.<br \/>\n\tPortfolio performance analysis.<br \/>\n\tBe a member of and contribute to model portfolio sub-committees.<br \/>\n\tEnhance company brand and profile through media contributions that could include commentary on company result updates, written investment-related articles, journalist interviews and webinar presentations etc.<\/p>\n<p>Key Results areas:<\/p>\n<p>\tResearching and presenting investment ideas based on thorough analysis.<br \/>\n\tPresenting emerging investment themes and interesting topics.<br \/>\n\tPortfolio manager support.<br \/>\n\tPortfolio manager mandate monitoring.<br \/>\n\tInvestment performance analysis.<br \/>\n\tBuilding company profile through publication of research across numerous media platforms.<\/p>\n<p>Qualifications and Experience required:<\/p>\n<p>\tRelevant post-graduate qualification (BComm, BSc, B.Bus.Sci, CA(SA), CFA).<br \/>\n\tMinimum of 5 years relevant industry experience.<br \/>\n\tUnderstanding of financial statements and financial analysis.<br \/>\n\tStrong quantitative skills\/numeracy.<br \/>\n\tCritical reasoning skills.<br \/>\n\tIntermediate in MS Suite (Excel, Word, Outlook).<br \/>\n\tGreat communication skills and are able to present ideas clearly in English (both written and verbal).<br \/>\n\tA professional approach.<br \/>\n\tPro-active and confident.<br \/>\n\tA team player with strong collaboration skills.<br \/>\n\tAttention to detail.<br \/>\n\tPunctual (meets deadlines).<br \/>\n\tOpen-minded, inquisitive and assertive.<br \/>\n\tA problem solver who is results driven.<br \/>\n\tDemonstrable passion for investments.<\/p>\n<p>Competencies<\/p>\n<p>\tBusiness Insight<br \/>\n\tCommunicates Effectively<br \/>\n\tCourage<br \/>\n\tDecision Quality<br \/>\n\tEnsures Accountability<br \/>\n\tFinancial Acumen<br \/>\n\tInstills Trust<br \/>\n\tManages Complexity<\/p>\n<p>Closing Date<\/p>\n<p>\t08 May 2025 , 23:59<\/p>\n<p>go to method of application \u00bb<\/p>\n<p>Apply via company website ( https:\/\/www.oldmutual.com ) or<\/p>\n<p>&nbsp;<\/p>\n","protected":false},"author":2,"featured_media":0,"template":"","meta":{"_promoted":"","_job_location":"","_application":"","_company_name":"Old Mutual","_company_website":"https:\/\/www.oldmutual.com","_company_tagline":"Old Mutual Limited (OML) is a premium African financial services group that offers a broad spectrum of financial solutions to retail and corporate customers across key markets in 14 countries.","_company_twitter":"","_company_video":"","_filled":0,"_featured":0,"_remote_position":0,"_job_salary":"","_job_salary_currency":"","_job_salary_unit":""},"job_listing_region":[15],"job-types":[12],"class_list":["post-10083","job_listing","type-job_listing","status-expired","hentry","job_listing_region-western-cape","job-type-full-time"],"jetpack_sharing_enabled":true,"_links":{"self":[{"href":"https:\/\/jobs.dataaxisnode.com\/southafrica\/wp-json\/wp\/v2\/job-listings\/10083","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/jobs.dataaxisnode.com\/southafrica\/wp-json\/wp\/v2\/job-listings"}],"about":[{"href":"https:\/\/jobs.dataaxisnode.com\/southafrica\/wp-json\/wp\/v2\/types\/job_listing"}],"author":[{"embeddable":true,"href":"https:\/\/jobs.dataaxisnode.com\/southafrica\/wp-json\/wp\/v2\/users\/2"}],"wp:attachment":[{"href":"https:\/\/jobs.dataaxisnode.com\/southafrica\/wp-json\/wp\/v2\/media?parent=10083"}],"wp:term":[{"taxonomy":"job_listing_region","embeddable":true,"href":"https:\/\/jobs.dataaxisnode.com\/southafrica\/wp-json\/wp\/v2\/job_listing_region?post=10083"},{"taxonomy":"job_listing_type","embeddable":true,"href":"https:\/\/jobs.dataaxisnode.com\/southafrica\/wp-json\/wp\/v2\/job-types?post=10083"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}