Investment Strategist

Investment Strategist

Job Title: Investment Strategist
Contract Type: Permanent
Location: Western Cape
Reference: JN -022019-15243
Contact Name: Kevin Johnson
Contact Email:
Job Published: February 28, 2019 07:55

Job Description

In this role you will be responsible for:

  • Creating alpha for client portfolios across three broad categories - Overall asset allocation, Global equity markets and Local shares and sectors
  • Maintaining notional portfolios as an input to the team
  • Contribution will be measured by impact on performance of client portfolios
  • Monitoring global and domestic economic and investment data and trends and synthesise these into the big themes driving markets -present this work to the team
  • Conducting in-depth analysis of market and macroeconomic data
  • Maintaining a research database using Factset
  • Providing sector / asset class performance feedback 
  • Contributing to the businesses profile by building credible relationships with clients and other stakeholders 
  • Providing written thought leadership and commentary for client interest 


Qualifications and experience

  • Postgraduate degree in Economics/Finance (CFA highly advantageous)
  • Minimum 8 years experience in performing a similar role
  • Ability to synthesise a large mass of economic, industry and company information, and to effectively analyse this and formulate an investment rationale and global experience would be highly beneficial

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