Investment Analyst

3 weeks ago


California, United States CareerBuilder Full time

Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.
Job Description
This role is responsible for research, analysis and provision of relevant information, and for making recommendations on alternative investments. The incumbent is individually accountable for achieving results through own efforts.

Let's Write Africa's Story Together
Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.
Job Description
This role is responsible for research, analysis and provision of relevant information, and for making recommendations on alternative investments. The incumbent is individually accountable for achieving results through own efforts. The role is in the Shareholder Investment Strategy team which forms part of the Group Balance Sheet Management (GBSM) team. The role predominantly focusses on the roll-out of the OML Strategic Asset Allocation (SAA) framework across the Group, with the aim of maximizing the risk-adjusted returns on shareholder assets.
Key Result Areas
Assist in driving the roll-out of the SAA framework across all Group subsidiaries

Revision and implementation of investment mandates

Identify and implement investment strategies

Tracking investment performance, including setting benchmarks and performance targets, setting risk limits.

Performing supporting analytics to assist in the evaluation of new investment opportunities.

Ongoing market surveillance of investment opportunities locally, across Africa and abroad.

Assisting with asset manager due diligence, selection, and monitoring.

Compilation of investment reports for relevant investment committees.

Analyse investment ideas for any tactical deviations from the SAA across the Group in order to drive shareholder value creation in the shareholder portfolios. Ongoing research in investment industry developments and portfolio structuring techniques.

Providing investment guidance and mandate support to other African business units.

Perform investment reporting and ad hoc reporting to various committees (capital committee, etc.)

Understanding and alignment with the Groups capital management framework to ensure capital efficient investment risks are taken across the group in line with risk-return targets.

Requirements, Qualifications and Experience required
Actuary / CA / CFA / MBA / Other relevant post-graduate degree.

Minimum Experience: 5 years relevant experience in investment reporting and investment management.

Technical experience required

Strong investment reporting / investment back-office background.

Ability to collaborate across the Group with various stakeholders.

Fund management / Portfolio management experience an advantage, particularly in a fund of funds environment.

Skills
Capital Management, Investments, Stakeholder Management

Education
Bachelors Degree (B) (Required)

Closing Date
26 April 2024

The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.
Old Mutual Limited is pro-vaccination and encourages its workforce to be fully vaccinated against Covid-19.
All prospective employees are required to disclose their vaccination status as part of the recruitment process.
Please refer to the Old Mutuals Covid-19 vaccination policy for further detail. Kindly note that Old Mutual reserves the right to reinstate the requirement to vaccinate at any point if it is of the view that it is imperative to do so.
The Old Mutual Story

Old Mutual is a premium African financial services organisation that offers a broad spectrum of financial solutions to retail and corporate customers across key market segments in 14 countries. The lines of business include Life and Savings, Property and Casualty, Asset Management and Banking and Lending.
We are rooted in our purpose of Championing Mutually Positive Futures Every Day and believe that a great customer experience is anchored in a great employee experience.

#J-18808-Ljbffr



  • California, United States Sanmanuel Nsn Full time

    Investment Strategies Director page is loaded Investment Strategies Director Apply locations Highland, CA time type Full time posted on Posted Yesterday job requisition id R0012434 Based in Irvine California, under the direction of the Chief InvestmentOfficer (CIO), the Director, Investment Strategies is responsible for broad asset class investments...

  • Rating Analyst

    3 weeks ago


    California, United States Brickwork Ratings Full time

    Brickwork Ratings (BWR) is one of India’s leading credit rating agencies, committed to providing the investment community with products and services needed to make informed investment decisions. Established in 2007, Brickwork Ratings, a SEBI-registered and RBI-accredited credit rating agency, has Canara Bank, a leading public sector bank as its promoter...


  • San Francisco, California, United States Two95 International Inc. Full time

    Hi, Title – Vice President, Investment Banking – Technology Position – Fulltime Location – SFO, CA Salary- $Open(Best Possible) PRIMARY RESPONSIBILITIES Oversees a wide variety of quantitative analyses, including leverage buyout models, discounted cash flow, multiple valuation analysis, merger and acquisition accretion/dilution analysis and...


  • California, United States Pacific Asset Management Full time

    Pacific Life is investing in bright, agile and diverse talent to contribute to our mission of innovating our business and creating a superior customer experience. We’re actively seeking a talented Sr. Derivatives Analyst to join our Derivative Operations Team in Newport Beach, CA. This role is onsite with a hybrid work mode. As a Sr Derivatives Analyst,...


  • California, United States Karandaaz Pakistan Full time

    Application deadline for the position is July 30, 2023 About Us Karandaaz (KRN) believes that every Pakistani deserves to be Financially Included and Economically Empowered . Our mission at Karandaaz is to foster economic growth and create jobs through financial inclusion of unbanked individuals and unserved enterprises. Karandaaz Pakistan is a...

  • Senior Analyst

    1 day ago


    California, United States Finservpartners Full time

    Read below job descriptions carefully and apply if interested Job Description Roles and Responsibilities: We are on the lookout for an experienced and insightful Senior Analyst to enhance our team’s capabilities. The ideal candidate will bring a deep understanding of financial concepts, advanced analytical skills, and a strategic mindset. This role demands...


  • San Francisco, California, United States Nfluence Partners Full time

    We are seeking college students looking to gain experience with our Technology, Media, and Telecom (TMT) Investment Banking team through internships in our San Francisco office. Internships are available in Summer 2024 (May/June). Nfluence Partners is a boutique Investment Bank built to handle complex Mergers & Acquisitions and Capital Formation advisory...


  • California, United States Mazars Group Full time

    Mazars' Audit team has a great opportunity for a Senior Assurance Analyst like you. 22nd April, 2024 We’re a globally integrated audit, tax and advisory firm present in over 100 countries and territories – and we’re always ready to recruit an experienced and motivated new Senior Assurance Analyst like you to join our Australian team. This could be just...


  • California, United States 13x Full time

    Experience: 3 to 5 years in investment banking, fund raising, and funds deployment. Experience working with Investment Banking Advisors is mandatory. Responsibilities: Fund Raising: Develop and execute fund raising strategies, including creating investor pitch materials and presentations. Identify potential investors and cultivate relationships to secure...


  • California, United States Longwood University Full time

    You are viewing a preview of this job. Log in or register to view more details about this job. Locations: United States - we are looking for candidates who are flexible to working onsite in multiple locations across the United States. Want to work in technology at an investment bank? Paid graduate training, ongoing support, opportunities at leading global...


  • San Francisco, California, United States Square Full time

    Job Description The Account Management Analytics team is building the data-driven programs and technology to increase team efficiency and effectiveness and improve the experience of businesses that use Square’s ecosystem of products. We are a team of Analysts who work closely with Account Management stakeholders, as well as Program Management, Product,...

  • Analyst

    3 weeks ago


    California, United States Equirus Capital Pvt. Ltd. Full time

    Mumbai Career Level: Refer to Job Description for experience details. Education: Professional Degree (CA / CS / CFA / LLB / LLM / etc) Full time 7 months ago Salary: Negotiable Positions: 1 No. of Application: 48 Job Views: 144 Job Description: Our Ideal Candidate: Somebody who hits the road running with financial modelling, presentation skills, is smart and...

  • Accounting Analysis

    2 weeks ago


    Pasadena, California, United States East West Bank Full time

    Introduction: Since 1973, East West Bank has served as a pathway to success. With over 120 locations across the U.S. and Asia, we are the premier financial bridge between the East and West. Our teams of experienced, multi-cultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets and create...


  • El Segundo, California, United States Axient, LLC Full time

    Check out this NEW Opportunity with Axient!: Axient is seeking a Cybersecurity Analyst to support our customer in El Segundo, CA. The Cybersecurity Analyst provides direct Assessment & Authorization support to the Space Systems Command, Space Domain Awareness and Combat Power, Innovation and Prototyping Delta. The Innovation and Prototyping Delta...


  • Long Beach, California, United States Lakeshore Learning Materials, LLC Full time

    Job Description We are seeking a Compensation Analyst to join our team. In this role, you will maintain and deliver compensation programs in support of the company’s philosophy, culture and strategy. The position requires providing ownership of all compensation data—including management and upkeep of our salary structures, bonus and incentive programs,...


  • City of Newark, California, United States Dew Software Full time

    Dew Software is seeking a highly skilled Sr. Analyst Manufacturing Finance to join our team. As a leading software and technology company, we value excellence and innovation in all aspects of our work. The Sr. Analyst Manufacturing Finance will play a crucial role in providing financial analysis and support to our manufacturing operations. This is an...

  • Portfolio Manager

    4 weeks ago


    California City, United States augmentjobs Full time

    Job DescriptionJob DescriptionJob Title: Portfolio ManagerJob Description: As a Portfolio Manager, you will oversee the management of investment portfolios on behalf of clients or your firm. Your primary responsibilities include developing investment strategies, conducting research, and making investment decisions to optimize portfolio performance and...

  • Portfolio Manager

    7 days ago


    California City, United States augmentjobs Full time

    Job DescriptionJob DescriptionJob Title: Portfolio ManagerJob Description: As a Portfolio Manager, you will oversee the management of investment portfolios on behalf of clients or your firm. Your primary responsibilities include developing investment strategies, conducting research, and making investment decisions to optimize portfolio performance and...


  • Los Angeles, California, United States The Wonderful Company Full time

    Job Description We are seeking a Senior Analyst to drive sustainable innovation across The Wonderful Company. We value an entrepreneurial-oriented professional who’s passionate about building and executing sustainability strategy, sustainable packaging, regenerative agriculture, or waste-to-value. Using strong analytical and technical skills, the ideal...


  • Santa Monica, California, United States Wilshire Advisors LLC Full time

    Job Description What you'll do: Wilshire is seeking to recruit an investment professional to help lead research and due diligence efforts across all Alternatives segments with an emphasis on private markets (private equity, private credit, real assets) in North America. Familiarity with marketable alternatives (liquid alternatives, hedge funds) is a plus...