Investment Analyst

We are seeking a numerically strong self -starter to join a high -growth financial services company as an Investment Analyst. In this role, you will research listed South African and global companies, build financial models, and turn complex market and company information into clear, actionable investment insights.

Working closely with portfolio managers and advisory team members, you will support portfolio construction, assist with reporting, and actively contribute to evolving the research process, including exploring the practical uses of AI. This is an ideal position for someone who enjoys learning fast and thinking independently.

Key Responsibilities

• Equity Research & Analysis: Build and improve equity models and frameworks (including screening, modelling, and forecasting) for South African and global companies.
  

• Reporting & Presentations: Prepare comprehensive presentations and reports for financial advisors and the Investment Council.
  

• Portfolio Support: Maintain and produce local and offshore model -portfolio reporting, support performance/risk/attribution reporting, and assist with day -to -day client -portfolio administration.
  

• Strategy & Innovation: Contribute creative ideas for model portfolios, participate in investment strategy discussions, and help integrate practical AI tools into the research process.
  

• Data Management: Maintain the approved investment universe and equity "cheat -sheets