CFA III Analyst

Job Description

Our client, a leading financial institution in Cape Town, is seeking a highly skilled and motivated CFA III Analyst to join their dynamic team. This is an exceptional opportunity to contribute to a thriving investment management environment, working alongside experienced professionals on challenging and rewarding projects. You will play a key role in supporting portfolio management, conducting financial analysis, and contributing to investment strategies. This role offers significant professional development potential and the chance to make a real impact within a reputable organization.

Duties & Responsibilities

• Conduct in-depth financial modeling and analysis of investment opportunities.
• Prepare comprehensive investment reports and presentations for senior management.
• Support portfolio managers in the development and implementation of investment strategies.
• Monitor market trends and economic conditions, identifying potential risks and opportunities.
• Maintain accurate and up-to-date financial data and records.
• Collaborate effectively with other team members to ensure seamless workflow and achieve team objectives.
• Contribute to the ongoing development and improvement of investment processes and methodologies.
• Adhere to strict regulatory guidelines and ethical standards in all aspects of work.

Requirements

• CFA III charterholder is essential.
• Proven experience in a similar analytical role within the financial services industry.
• Strong understanding of financial markets, investment strategies, and portfolio management principles.
• Proficiency in financial modeling software and tools (e.g., Bloomberg, Excel).
• Exceptional analytical, problem-solving, and quantitative skills.
• Excellent communication and presentation skills.
• Ability to work independently and as part of a team.
• Strong attention to detail and commitment to accuracy.
• A relevant post-graduate qualification (e.g., Masters in Finance) is advantageous.