Qualifications & Experience

• Honours degree in Finance, Investments, Economics, Accounting, or related field.
• CFA, CA(SA), or similar postgraduate qualification advantageous.
• Relevant experience in investments, equity analysis, portfolio management, and company valuations.

Technical Skills

• Advanced Microsoft Excel skills.
• Bloomberg experience advantageous

• Respond to investment and market-related queries from advisors.
• Work with investment teams across asset classes to provide accurate and timely feedback.
• Assist with stock-specific enquiries and portfolio transition analysis.
• Present portfolio performance, positioning, and market insights to clients.
• Respond to client queries and provide investment-related comment...