Job Description

Closing Date 2025/08/05
Reference Number MMH250709-6
Job Title Investment Analyst
Position Type Permanent
Role Family Investments
Cluster Momentum Investments
Remote Opportunity Some of the time
Location - Country South Africa
Location - Province Gauteng
Location - Town / City Centurion
Introduction
Through our client-facing brands and our other specialist brands, Momentum Group enables business and people from all walks of life to achieve their financial goals and life aspirations. We help people grow their savings, protect what matters to them and invest for the future. We help companies and organisations care for and reward their employees and members. Through our own network of advisers or via independent brokers and utilising new platforms Momentum Group provides practical financial solutions for people, communities and businesses.
Disclaimer As an applicant, please verify the legitimacy of this job advert on our company career page.
Role Purpose
Conduct quantitative and qualitative analysis across investment opportunities, model portfolios, and fund of funds structures, as well as assisting in client portfolio analysis to ensure alignment with investment objectives, risk parameters, and market conditions. The Analyst will support the Portfolio Manager, actively participate in investment discussions, assess and enhance the hedge fund strategies, maintain and analyse data on South African Hedge Funds, and contribute to Alternative Investment processes.
Requirements
Qualifications:

• Degree in Investment Management (or equivalent)
• Good progress in post-decree studies (eg, CAIA or Chartered Financial Analysts (CFA))will be an advantage.

Experience & Knowledge:

• 3-5 years invesments industry experience.
• Hedge fund exposure would be advantageous.
• Solid understanding of financial markets.
• Strong quantitative skills would be an advantage (Excel skills, R/Python knowledge and experience in investment-related tools (Morningstar, Barra).

Duties & Responsibilities

• Keep abreast of external developments and market intelligence in which the segment operates, and complete competitor analysis to assess the strengths and weaknesses of current and potential competitors.
• Analyze investment portfolios and financial instruments based on the outcomes and requirements of the mandate and business requirements, covering both model portfolios and fund of funds in the environment.
• Ensure that the portfolio management and risk management processes are applied.
• Monitor existing hedge funds in which the business is invested and track information for these strategies.
• Perform comprehensive due diligence on new funds, & funds within our investable universe. The due diligence analysis includes understanding the mechanics of the strategy, the drivers of performance and the risk sources. Analysis includes both quantitative and qualitative assessment and required the development of quantitative tools to augment the process.
• Prepare written findings on hedge fund manager engagements.
• Track and maintain single-manager portfolio information.
• Track and assess risk data and assist in enhancing quantitative models.
• Ongoing research and development, of which findings are presented back to the investment team.
• Assist portfolio manager with daily portfolio management responsibilities.
• Make recommendations to enhance the investment mandates to increase profitability or cost effectiveness of the investment solution.
• Monitor and report on portfolio performance across the range.
• Assist with Adcock projects, updating marketing material and presentations as required.
• Collaborate and participate in multi-disciplinary teams in Momentum Investments.
• Maintain continuous professional development to ensure upskilling and keeping abreast and ahead.
• Contribute to innovation, change agility and collaboration within the team.
• Build broad base financial models to support investment decision making and determine potential financial consequences of investment decisions.
• Provide input into the risk identification processes and communicate recommendations in the appropriate forum.
• Identify and develop independent research techniques to enhance research output.
• Engage with key internal to identify changing client needs and make recommendations to align service offering with client needs.
• Manage a client service excellence culture which builds enduring relationships and allows team to provide exceptional client service.
• Always display a strong work ethic, deliver on agreed deliverables made with clients and stakeholders in order to ensure that client expectations are managed.
• Continuously develop your expertise in terms of relevant professional, technical, industry, and legislative knowledge.
• Be a Momentum Investments brand ambassador by acting and behaving in the best interest of the business.

Competencies

• Strong collaboration
• Seeks responsibility and accountability.
• Self-motivated and inquisitive.
• Critical thinking skills.
• Excellent communication and interpersonal skills.
• Problem solving.
• Presentation skills.
• Quantitative skills.
• Reporting and interpretation.
• Attention to detail.

Policy
We are committed to Employment Equity, diversity and inclusion when recruiting internally and externally. All appointments are made in alignment to our Employment Equity goals and we encourage people with disabilities to apply.