Investment Analyst

Role Overview

Support the Investment Management team for data reporting and analysis for three businesses: Government Savings, Future Plan, and Copilot Retirement. Focus on internal and external reporting, contact with Morningstar data provider, and retrieval of investment data.

What You Will Do

Extract data from databases, create and distribute performance reporting, own investment management databases, and send monthly and quarterly performance reports.

Why It Might Be a Fit

Requires a Commerce Graduate/Postgraduate in Finance background, 2-4 years of experience in Finance/Investment management, and strong analytical and communication skills.

Requirements

• Commerce Graduate/Postgraduate in Finance background
• 2-4 years of experience in Finance/Investment management
• Microsoft Excel skills
• Morningstar database skills
• Ability to work in a fast-paced environment
• Adherence to company policies and procedures
• Ability to protect and handle confidential data

Benefits

• Flexible work culture
• Opportunity to work in a diverse team
• Strong oral and written communication skills
• Analytical skills
• Decision making ability