SOUTH AFRICAN SPECIAL RISK INSURANCE ASSOCIATION (SASRIA) INVESTMENT ANALYST JOB SUMMARY STATEMENT/PURPOSE: The Investment Analyst will assist the Senior Investment Manager in the implementation of the investment strategy, monitoring and reconciling of Sasria’s investment expenses as well as assisting with Investment Statutory Reporting and Financials. CONTRACT TYPE: Permanent CLOSING DATE: April 22, 2021 CLICK HERE TO APPLY
• Assist Investment Manager in the preparation of investment performance packs for the Executive Directors and Investment Committee.
• Maintain relationships with service providers for outsourced functions such as asset managers, asset consultants, investment administrators. • Resolving any investment related queries with, Asset Managers, asset consultants, investment administrators. 2. Financial & Statutory Reporting • Daily Compilation of Asset managers statements from the bank. • Monthly and Quarterly investment reconciliations. • Month end Investment journals. • Monthly invoices. • Compliance and Variance/Cash report. • Asset Managers Individual, Executive and Group reports. QUALIFICATIONS: • Honours Degree or equivalent in Investments/Economics. • CFA (or studying towards it) is advantageous. • Excel advanced. • Minimum of 3 years proven experience in Investments. KNOWLEDGE: • Sound understanding of investment value chain. • Good knowledge of relevant sections of the Short-term Insurance Act, Insurance Laws Amendment Bill, Public Finances Management Act, Preferential Procurement Policy Framework Act and other Treasury related regulations. • Functional Investment Knowledge. TECHNICAL SKILLS: • Excellent problem solving and analytical skills. • Excellent writing and reporting skills. • Good interpersonal and communication skills. • Good planning and time management skills. • Continuous Professional Development. • Business Acumen. • Strategy and Business Planning. • Industry and Organisational Awareness. ATTRIBUTES AND VALUES: • Maintaining attention to detail and accuracy. • Exercising independent judgment within established guidelines; prioritizing work and coordinating several activities/tasks simultaneously. • High level of confidentiality and ethics. DEMOGRAPHICS:
LOCATION OF THE ROLE:
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