Job description

NOTE – ONLY CAPE TOWN BASED CANDIDATES WILL BE CONSIDERED.

A respected wealth management company is looking for a dynamic investment analyst to join the growing asset management team.

Key performance areas:

New long-only and SA hedge fund research and selection

• Looking for filtering, researching, and selecting new long-only and South African hedge funds 
• Analysis of suitability or potential of short-listed funds and/or managers
• Communication with said managers for relevant information and/or data
• Setting up, preparing for, and attending/leading due diligence meetings with fund managers. This would include the completion of an investment due diligence ‘prep’ documents, etc.
• The completion of the final investment due diligence document and presentation of the fund to the exco meeting for approval
• Assisting the operations team to open accounts with the new houses by providing them with necessary information on the fund

Monitoring of existing long-only and SA hedge funds and portfolios

• Stay up to date with developments in global economies, financial markets, and the fund industry in general. This includes participation in the weekly monday morning meeting
• Be in the know about developments in the funds that you cover/their management teams/investment houses, etc. Use this knowledge and information to write/complete:
• Monthly FRM and quarterly PRM-sheets used in our fund monitoring process
• Completion of ‘prep’ meeting notes to be used during formal monitoring meetings with fund managers
• Formal post-meeting notes 
• Summarised meeting notes to our partners in the rest of the business
• Ad hoc notes to rest of Citadel (where relevant) on any changes at any of the funds/teams/houses that you monitor that need attention/action
• Attribution analysis reports on funds/offerings  
• Monthly performance estimates for our local hedge fund of funds
• Monthly fact sheets

Communication of fund details to team members and/or other colleagues through presentations, etc., including contributions to formal client communication documents.

Fielding requests/questions/queries from clients (including portfolio managers, planners, their assistants, or clients directly) about the funds that you are responsible for. 

Maintaining and expanding the SA long-only and hedge fund matrix.

As a member of the fund research team, the successful candidate will also be exposed to the broader field of asset management; including (but not limited to) involvement in regular morning meetings, asset allocation and strategy meetings etc.

Please read this carefully before applying.

Please do not apply if you do not meet the minimum criteria.
Please submit a copy of your CV in Word with details of your current salary package, notice period, and two written references.