Investment Research & Sovereign Risk Analyst

Investment Research & Sovereign Risk Analyst

SCOPE OF JOB:        

• Researches, analyses and reports on local, regional and international markets, identifying investment opportunities, threats and weaknesses and providing value added recommendations (including but not limited to buy/sell/hold recommendations) to support all portfolios, management teams and bodies associated with or incorporated by the JMMB Group.

   

• Utilizing modern techniques and systems, research and analyses listed companies on the JSE, BSE, TTSE and Global Exchanges and create full coverage reports to inter alia, support Proprietary and Client Portfolio investment decision making processes. Equity recommendations will also include new listings, IPO’s (Junior & Main Markets) across the globe.

• Utilize cutting edge modelling techniques to produce relative value analysis and forecast of key variables to aid in the investment decision making process.

• Continuous analysis and preparation of full coverage reports to support the tactical and strategic management of all discretionary portfolios (e.g. Unit Trust, Pension Funds etc).

• Recommends buy/sell/hold positions for a range of securities for the JMMB portfolio, including sovereign credits, corporates, currencies, foreign treasuries, commodities and all other asset classes to support business.

• Helps to create added value to the JMMB brand and fulfil JMMB’s commitment to public education on investment through writing and disseminating (e.g. publications, seminars)  investment research analysis to a range of target audiences, both internal and external, local and international.

• Assist in the scope design and nature of JMMB’s Investment Seminars and makes presentations, as agreed.

   

• Participates in the collaborative efforts between JMMB and its subsidiaries.

   

• Promotes the JMMB’s philosophy of the Vision of Love and its unique culture.

   

• Is engaged in the transformation process for the continuous improvement of the JMMB and its associated companies. 

EDUCATION, TRAINING & WORK EXPERIENCE REQUIRED:

• Masters’ Degree in Economics or Finance with a very high level of quantitative knowledge and skills, with a broad knowledge of investment research, sovereign credit and corporate credit analysis.

   

• Chartered Financial Analyst (CFA) designation is desirable.

• Licensed by the Financial Services Commission or other appropriate regulator, or a suitable candidate for licensing.

• Working knowledge of financial sector laws, regulations, ethics and professional jargon. In-depth understanding of the local financial sector and exposure to international capital markets.

• High level of oral and written communication skills.

• Very high level of proficiency in the use of computers, particularly spreadsheets and modelling software. Working knowledge of presentation programmes and equipment.

   

• Excellent oral and writing skills

   

• At least 5 years work experience in investment or related economic research in a financial institution.

   

• Experience in pricing financial instruments, econometric modelling and forecasting techniques would be an asset.