Candidate Requirements

Requirements:

• Honours degree in Finance, Investments, Economics, or a related field.
• Postgraduate qualifications such as CFA or CA(SA) advantageous.
• Strong investment markets and portfolio management experience.
• Excellent analytical, research, and valuation skills.
• Advanced Excel proficiency; Bloomberg experience beneficial.
• Strong communication, presentation, and problem-solving abilities.
• Passion for investments and financial markets.
• Ability to work under pressure and manage multiple priorities.

 

Key Skills & Competencies:

 

• Portfolio management and investment analysis
• Equity research and company valuations
• Financial market knowledge (local and global)
• Portfolio construction and maintenance
• Client relationship management and presentations
• Investment strategy development
• Strong analytical and problem-solving abilities
• Advanced Excel skills
• Bloomberg proficiency (advantageous)
• Financial modelling and research
• Excellent written and verbal communication skills
• Stakeholder engagement and advisor support
• Strategic and lateral thinking
• Attention to detail and accuracy
• Ability to work under pressure and meet deadlines
• Proactive and self-motivated approach
• Adaptability and willingness to learn
• Strong organisational and time-management skills
• Assertiveness and sound decision-making
• Team collaboration and cross-functional communication

 

 

Ideal Candidate:
A proactive and analytical investment professional with strong market knowledge, excellent communication skills, and a passion for delivering exceptional client investment outcomes.