Investment Analyst at Momentum Metropolitan Holdings Limited

Role Purpose    

• Support the investment process through research, analysis and interpretation of listed and unlisted investment vehicles and financial instruments.

Requirements    

• Degree in Investments Management or Finance.
• Post graduate qualification (preferred).
• Multi Asset Management experience.
• 3-6 years investment analysis experience.
• Stakeholder management, analytical, influencing skills.

Duties & Responsibilities    

• Keep abreast of the external environment in which the segment operates in.
• Complete competitor analysis to assess the strengths and weaknesses of current and potential competitors.
• Analyse investment portfolios and financial instruments based on the outcomes and requirements of the mandate and business requirements.
• Projects short- and long-term values of stock compared with historical evaluations relative to a market index.
• Provide research, analysis and insight to recommend approaches on the construction and management of portfolios.
• Using ongoing research make recommendations regarding the appropriate improvements on solutions to ensure market dynamics are considered and effectively applied.
• Create awareness of the OBI philosophy across MMI in order to foster greater understanding and buy-in to the philosophy.
• Ensure that the portfolio management and risk management processes are applied.
• Foster effective working relationships and collaborate within the CoE, segments and external stakeholders in order to identify opportunities for investments.
• Monitor measure, attribute and report on the performance of solutions to ensure the product is managed relative to the outcome defined.
• Assist with the analysis and explanation of performance variances.
• Ensure asset allocation views are implemented and aligned according to the OBI view.
• Build broad base financial models to support business decision making and determine potential financial consequences of investment decisions.
• Identify and develop independent research techniques to enhance research output.
• Engage with key internal and external stakeholders 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.
• Deliver on agreed deliverables made with clients and stakeholders in order to ensure that client expectations are managed.
• Build and maintain relationships with clients and internal stakeholders.
• Positively influence and participate in change initiatives.
• Continuously develop own expertise in terms of professional, industry and legislation knowledge.
• Contribute to continuous innovation through the development, sharing and implementation of new ideas.
• Take ownership for driving career development.
• Contribute to the financial planning process within area.
• Identify opportunities to enhance cost effectiveness and increase operational efficiency.
• Provide input into the risk identification processes and communicate recommendations in the appropriate forum.

Competencies    

• Strategic thinking: Creates competitive and breakthrough strategies to drive short term profitability and long-term business growth and shareholder value.
• Client/ Stakeholder Commitment: Anticipates, meets and exceeds client’s needs by creating long lasting relationships that support the client value proposition, supports their financial wellness and ensures client centricity.
• Collaboration: Prioritises the business interests of MMI and invests in the success of the group by aligning effort across divisions.
• Impact and Influence: Persuades, convinces, influences and inspires others, both within MMI and externally to win support, loyalty and gain commitment to the purpose of MMI.