Research Analyst

Cape Town

JOB DESCRIPTION

The Research Analyst is responsible for meaningful contributions to several pivotal investment functions including asset allocation, manager/fund selection, the production of a periodical global market dashboard, asset class reviews, investment newsletters or commentaries, market outlooks and capital market expectations.

KEY RESPONSIBILITIES

  • Perform investment and operational due diligence 
  • Assist with site-visits and manager due diligence documentation and present findings
  • Production of asset class reviews, monthly commentaries, chart books, and market outlooks
  • Production and documentation of quarterly capital market expectations
  • Assist in the creation and management of peer groups across multiple public and private asset classes

QUALIFICATIONS

  • Cultural fit paramount with a minimum of 1-3+ years of investment experience; family office, foundation, or wealth management experience a plus 
  • Experience in a multi-asset class/multi-manager environment a plus
  • Bachelor’s degree required; professional designation and/or advanced degrees preferred (MBA, CFA, CAIA, etc.)
  • Exceptional written and verbal communication skills (writing sample may be requested), client presentation experience a plus
  • Experience with Bloomberg, Morningstar Direct, eVestment, and Pitchbook a plus

APPLY NOW

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