Investment analyst: Local investments

Pretoria East
Salary: R40 000.00+ Per Month
Job Type: Permanent
Sectors: Finance
Reference: PTA025493/ABN

Apply before Apr 30 2026 | 66 Days left

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Vacancy Details

Employer: Dante Group (Pty) Ltd

Investment analyst: Local investmentsGauteng Salary Negotiable

Objectives

Be an integral member of the investment committee, providing investment research, analyses, and recommendations
Deliver sound investment advice and strategies to ensure portfolios performance exceed benchmarks over the long term
Provide professional and relevant presentations to various audiences while projecting the company in a favourable light
Contribute to the establishment of common practices, tools, and templates for portfolio management, and ensure adherence to company and legal standards

Responsibilities

Research and analyses

Conduct due diligence on companies and industries by researching and reading financial statements and market data
Analyse financial information relating to specific companies, e.g. company results, profit and loss, balance sheet and cash flow statements to determine how an organisation is positioned to deliver for investors
Keep up to date with market developments, new investment products and all other areas that can affect the markets, e.g. movements in the economies of relevant countries
Consider how the economic implications of factors such as natural disasters, weather and wars might affect the performance of companies and funds.
Monitor the financial news using specialist media sources
Carry out financial modelling and projections.
Analyse research platforms to determine most cost-effective way to obtain research

Investment committee

Make recommendations to the investment committee, being able to position ideas and articulate to the investment committee the potential and risks of various investment options
Provide portfolio performance reports at regular intervals, comparing performance to benchmarks, other similar funds, and the markets
Ensure investment committee decisions are implemented
Document the investment strategy of each portfolio.
Ensure the risk table is updated when necessary
Propose new portfolios from time to time that could be beneficial to clients

Presentations and reports

Prepare research and other articles for the monthly newsletters
Prepare the quarterly reports
Prepare the quarterly factsheets
Meet with and provide relevant information to wealth managers and clients, including the preparation of presentations/and or research reports for clients
Present at various company seminars, webinars or other events

Compliance

Consider and stay up to date with all applicable regulations
Ensure that all compliance regulations are met

Required skills and qualifications

Relevant experience in a similar role or a role whereby the relevant skills have been obtained
Excellent written and spoken communication skills
Confidence
Research skills
Strong time management skills
The ability to work effectively under pressure
Excellent numerical and IT skills
Analytical and problem-solving skills
Teamworking skills
A keen interest in and understanding of financial markets

Qualifications

Bachelor’s degree (or equivalent) in finance or related field CFA qualification would be beneficial

Consultant: AliciaBodenstein - Dante Personnel Pretoria Faerie Glen
Apply via our website www.dantesa.co.za
or directly apply on the link below:
https://webapp.placementpartner.com/wi/vacancy/?id=dante&VacRef=PTA025493&preview=10357a34d7ae8bb8655e582b844a682e

If you do not hear from us within 5 days, please accept that your application was unsuccessful

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About Dante Group (Pty) Ltd

Danté Personnel Recruitment (Pty) Ltd, established in 1996, is a national leading recruitment-consulting firm. We offer specialized services to effectively manage the entire recruitment process, for companies based in South Africa and abroad. We service different Business diversities like Mining, Engineering, Technical, Information Technology and Finance.

Our exclusive database of candidates, for all various business verticals, is valuable tool to start the recruitment process. We take up the challenge in finding the right candidate through our extensive network of resources and understanding of the hiring trends.
Our expertise lies in identifying and selecting candidates at all positions, especially middle and senior management. We take pride in our ability to provide all your human resource requirements.