Investment Management Analyst at Redeemer University

Job Summary

• The Investment Management Analyst will support the portfolio management team by conducting research and analysis to guide investment decisions.
• The role requires a proactive, detail-oriented individual who can analyze financial data, assess investment opportunities, and contribute to the optimization of portfolio performance.
• The candidate must have a minimum of one year of relevant experience and a keen interest in investment strategies and financial markets.

Key Responsibilities
Portfolio Support:

• Assist the Portfolio Manager in managing investment portfolios to meet clients' financial objectives.
• Monitor and review the performance of assets within the portfolio, identifying areas for optimization.
• Support in asset allocation strategies and periodic rebalancing of portfolios.

Research and Analysis:

• Conduct in-depth research on equities, fixed income, mutual funds, and other financial instruments.
• Analyze financial statements, industry trends, and market data to identify investment opportunities.
• Prepare reports, presentations, and recommendations based on research findings.

Reporting and Compliance:

• Prepare performance reports and presentations for internal and client review.
• Ensure adherence to regulatory requirements and company investment guidelines.
• Maintain and update investment research databases and tools.

Collaboration and Stakeholder Engagement:

• Collaborate with the portfolio management team to develop investment strategies.
• Maintain communication with internal stakeholders and clients to provide updates on investment performance and strategies.

Key Qualifications and Skills
Education and Experience:

• Bachelor’s Degree in Finance, Economics, Accounting, or related fields.
• Minimum of 1 year of experience in investment research, portfolio management, or financial analysis.

Skills and Competencies:

• Strong analytical skills with the ability to interpret complex financial data.
• Proficiency in financial modeling and analysis tools (e.g., Excel etc).
• Knowledge of investment instruments, including equities, fixed income, and mutual funds.
• Excellent communication and presentation skills.
• Ability to work independently and collaboratively in a team-oriented environment.

Certifications (Preferred):

• Any reputable investment-related certifications will be an advantage.

Key Attributes:

• Detail-oriented with strong problem-solving abilities.
• High ethical standards and professionalism.
• Strong organizational and time-management skills.