69 Trading Analyst jobs in South Africa

Analyst, Equity Research (Mining and Metals) Job Overview Business Segment: Corporate & Investment Banking Location: ZA, GP, Johannesburg, Baker Street 30 SBG Securities is a wholly owned subsidiary of Standard Bank Group, assisting institutional and retail clients in research and trading across 17 African markets. We are a top-rated Research Team since 2016. Standard Bank is an Africa-focused financial services group, and an innovative player on the global stage, that offers a variety of career-enhancing opportunities – plus the chance to work alongside some of the sector’s most talented, motivated professionals. JOB PURPOSE To join a leading, top ranked, high-energy Equity Research Franchise in a junior analyst role, assisting the lead analyst in the sectors of PGMs, Gold and Oil and Gas. Develop sector coverage over time with the opportunity to develop into a lead role within the bank. The ideal candidate must have very strong numeracy skills, be highly analytical, self-starting, creative and good at developing and presenting a view. Strong excel skills and attention to detail are critical. Being able to cope in a high-pressure environment will be essential. A successful execution of the job steers client trade and a commission stream via the dealing platform of the broker. This advisory function is fulfilled through regular publication of investment ideas, company and sector updates, marketing of ideas and the organization of conferences and other corporate access activities. In addition, we anticipate that an analyst builds a network of executive contacts and, within the global regulatory framework, generates observations and ideas that may assist the primary capital teams of the bank. Essential Functions The role will include responsibility for the broader bank’s PGM commodity forecasts, requiring global supply & demand modelling and PGM commodity pricing estimates. Assisting the Sector Head in conducting new and innovative research, assisting in publication of regular product and new thematic reports, updating and maintenance of existing models including sourcing new data sets. Attend roadshows alongside Sector Head including attendance to company results, corporate meetings and site visits. Complete and respond to ‘bespoke’ and ad-hoc client requests. Oversee the day-to-day activities of the research department, ensuring accuracy of work and that research content is marketable and actionable. Regularly and timeously write insightful and impactful research that results in a product suite that encompasses sector and company notes, thematic and periodical publications, comments on news-flow and its impact of share valuations. Develop skills and knowledge base to a point where the analyst can initiate coverage of relevant and commercial number of stocks in the allocated sectors. Market the investment ideas to domestic and offshore based global investors. Marketing consists of face-to-face road show meetings, conference calls, tele-marketing, etc. A combination of the above is expected to result in a measurable progression of an Analyst franchise (= own and broker/bank brand combined) with institutional investors as measured in the customary broker performance reviews and external broker surveys. Inform and work with Sales and Trading, within compliance framework, to optimise the marketing and execution of investment ideas. Pro-actively pass interesting and commercial ideas on the counterparts in CIB for instance in ECM, DCM, M&A and broader corporate finance functions. Develop a sector coverage and product strategy to effect, establish and grow a leading research franchise. Oversee coverage of relevant commercial stocks in the allocated / targeted sectors and companies to maintain up-to-date market data, knowledge of current events and to identify key developments. Oversee the development of commercial and differentiated research reports / publications, and monitor the process of analysis and recommendations to ensure consistent quality deliverables. Oversee the distribution of research product/ commercial ideas to counterparts in Corporate Investment Banking (CIB) e.g. ECM, M&A and Coverage and broader corporate finance functions to generate leads. Oversee the organising of conferencing and corporate access calendars in order to provide corporate access to link executives of corporations and other decision- and opinion-makers to investment managers. Plan, direct and present analysis to demonstrate and enhance the value of CIB Equity Research ideas to existing and prospective clients. Qualifications Type of Qualification: Bachelors Degree, preferably in the engineering or mathematical sciencesField of Study: Mathematical Sciences, mining Experience Required Role based in Cape Town or Johannesburg offices Mining and Metals industry analysis experience preferred Macro Generic Global Markets Equity Research1-2 yearsStrong Microsoft Excel skills with seasoned / strong financial modelling and analysis skills3-4 yearsExperience as a covering or lead analyst on individual equities, with the ability to develop strong client relationships4-6 yearsSeasoned asset management and sector experience expertise into assessing investment opportunities within a specific sector universe #J-18808-Ljbffr

Job category: Banking, Finance, Insurance. Stockbroking

Contract: Permanent

Remuneration: Market Related

EE position: Yes

About our company

WHY JOIN THE JSE? The JSE recognises that its success and strength depend on the quality of its employees. We are committed to fostering a culture of continuous learning and high standards of performance. Our employee wellness programme is designed to encourage work-life balance for employees. We naturally seek to empower staff and encourage diversity and opportunities for all.

Introduction

To ensure that the JSE's systems are developed and implemented with a clear understanding of business requirements enabling achievement of business strategy

Results Delivery

• Conduct appropriate planning to ensure optimal cost budget for projects
• Contribute to crafting of IT business plan to ensure delivery of focus areas for the year in support of IT strategy
• Partner with the relevant stakeholder to ensure the outputs of a successful solution delivery
• Reduce time spent on projects by elicitation, analysis and optimization of business requirements
• Apply cost effectiveness principles in planning and delivery to contribute to achievement of divisional financial targets
  

Stakeholder Relationship Management

• Be physically present in a business area to observe and be involved in the day to day operations to understand the business domain and business requirements
• Manage stakeholder relationships by being transparent with regards to project progress
• Build strategic JSE / Industry/ Global network of thought leaders and relationships utilising social media, attending and presenting at conferences and training interventions.
  

Process Management

• Receive request from business to start new project and conduct stakeholder analysis to clearly define the relevant people required for information gathering
• Work with business system colleagues to clarify requirements, to plan implementation and to answer queries through the development process
• Gather supporting information by holding interviews, conducting surveys, and reviewing existing documents etc
• Prepare a business case document to validate the business need and get financial approval for project 
  
• Marshals and documents detailed requirements of the activities and outputs of project
  
• Manage own delivery against project delivery plan and set timelines, identify obstacles to delivery obstacles to delivery and take appropriate action where required 
•  Adhere to the requirements plan in alignment with Systems Development Lifecycle process to ensure compliance
• Support the business sponsor by assisting with the presentation of the business case
• Host and facilitate workshops to elicit detail business and functional requirements
  
• Create the business requirements specification document to confirm clarity of business needs and scope
  
• Create the functional requirements specification document to translate the business requirements into functional requirements
  
• Present functional requirements specification to all stakeholders to validate the requirements and solution.
• Review the technical design specifications to check that all requirements are included
• Review the test cases to ensure that it covers all scenarios related to the functional requirements
• Assist the development team and testers to perform root cause analysis for any functional defects 
• Perform adhoc functional testing for quality assurance
• Ensure correct utilisation of solution developed by creating user training manuals
• Assist business by project co-ordination of deliverables for small initiatives
• Identify obstacles to performance relating to process flow and identify opportunities for optimization in a proactive manner
  
• Works with the business to understand and prioritise conflicting needs
• Assist users in being effective by utilising the new solution productively
• Facilitate vendor selection by documenting a Request for Proposal, Request for Information or a Request for Quotation

Self-Management

• Improve personal capability and professional growth relating to field of expertise, in line with JSE objectives by discussing development needs and proposed solutions with management
• Keep abreast of changes in legislation or standards by conducting research and utilizing networks
• Up skill team and other professionals by sharing knowledge and research results
• Epitomize living the JSE values, displaying professional conduct and adherence to required technical standards 
• Contribute to learning and development of the business analyst team by hosting knowledge sharing sessions

Transformation and Innovation

• Analyse, research, develop and implement improvement.
• Innovative ideas and value adding solutions contributing to divisional and JSE results
  
  
  
  
• Bachelor’s degree or Diploma in Computer Science, Information Technology, Business Science or Engineering
• Business Analyst Certification from a reputable institution
• Minimum 5-7 years’ experience as a Business Analyst
• Experience in Equities, Bonds or Derivatives trading is an advantage
• Experience working in Agile environments

Knowledge and Skills required

• Analysing Business Operations
• Business continuity standard 
• Communicating complex information orally 
• Building and maintaining effective relationships with internal and external stakeholders
• Challenging the status quo with a view to improving the environment or peoples understanding
• Conducting a needs analysis
• Decision-making process
• Interviewing people to get needed information
• Verifying process flow
• Business principles
• Conducting business analysis
• Data Analysis
• Decision-making process
• International Standards for Professional Practice
• Adapting behaviour to meet major changes at work
• Conducting root cause analysis
• Adapting to a major organizational change
• Evaluating resource allocation
• Establishing and maintaining collaborative relationships with peers / managers

By clicking on the above you are agreeing to this site's Terms of Use .
Read our full Data Protection Policy here .

JSE Limited, its subsidiaries and affiliates (JSE, we, or us) is the company that is recruiting for the job vacancy you have applied for. The JSE respects your privacy and will treat your personal information as confidential. The JSE will process your personal information as described in our JSE Privacy Policy:   and will be responsible for complying with applicable data protection laws.

To ensure safe access to your data, your password needs to meet the below minimum requirements:

• Minimum of 6 characters long
• Minimum of 1 numeric character (0 - 9)
• Minimum of 1 lowercase character (a - z)
• Minimum of 1 uppercase character (A - Z)
• Minimum of 1 special character, for example @?#$%.

Will be used for account recovery in the case that you no longer have access to the supplied email address.

CV file *

We will parse your CV to make creating a profile as easy as possible

#J-18808-Ljbffr

Job category: Banking, Finance, Insurance. Stockbroking

Contract: Permanent

Remuneration: Market Related

EE position: Yes

About our company

WHY JOIN THE JSE? The JSE recognises that its success and strength depend on the quality of its employees. We are committed to fostering a culture of continuous learning and high standards of performance. Our employee wellness programme is designed to encourage work-life balance for employees. We naturally seek to empower staff and encourage diversity and opportunities for all.

Introduction

To ensure that the JSE's systems are developed and implemented with a clear understanding of business requirements enabling achievement of business strategy

Results Delivery

• Conduct appropriate planning to ensure optimal cost budget for projects
• Contribute to crafting of IT business plan to ensure delivery of focus areas for the year in support of IT strategy
• Partner with the relevant stakeholder to ensure the outputs of a successful solution delivery
• Reduce time spent on projects by elicitation, analysis and optimization of business requirements
• Apply cost effectiveness principles in planning and delivery to contribute to achievement of divisional financial targets
  
  

Stakeholder Relationship Management

• Be physically present in a business area to observe and be involved in the day to day operations to understand the business domain and business requirements
• Manage stakeholder relationships by being transparent with regards to project progress
• Build strategic JSE / Industry/ Global network of thought leaders and relationships utilising social media, attending and presenting at conferences and training interventions.
  
  

Process Management

• Receive request from business to start new project and conduct stakeholder analysis to clearly define the relevant people required for information gathering
• Work with business system colleagues to clarify requirements, to plan implementation and to answer queries through the development process
• Gather supporting information by holding interviews, conducting surveys, and reviewing existing documents etc
• Prepare a business case document to validate the business need and get financial approval for project 
  
  
• Marshals and documents detailed requirements of the activities and outputs of project
  
  
• Manage own delivery against project delivery plan and set timelines, identify obstacles to delivery obstacles to delivery and take appropriate action where required
• Adhere to the requirements plan in alignment with Systems Development Lifecycle process to ensure compliance
• Support the business sponsor by assisting with the presentation of the business case
• Host and facilitate workshops to elicit detail business and functional requirements
  
  
• Create the business requirements specification document to confirm clarity of business needs and scope
  
  
• Create the functional requirements specification document to translate the business requirements into functional requirements
  
  
• Present functional requirements specification to all stakeholders to validate the requirements and solution.
• Review the technical design specifications to check that all requirements are included
• Review the test cases to ensure that it covers all scenarios related to the functional requirements
• Assist the development team and testers to perform root cause analysis for any functional defects
• Perform adhoc functional testing for quality assurance
• Ensure correct utilisation of solution developed by creating user training manuals
• Assist business by project co-ordination of deliverables for small initiatives
• Identify obstacles to performance relating to process flow and identify opportunities for optimization in a proactive manner
  
  
• Works with the business to understand and prioritise conflicting needs
• Assist users in being effective by utilising the new solution productively
• Facilitate vendor selection by documenting a Request for Proposal, Request for Information or a Request for Quotation

Self-Management

• Improve personal capability and professional growth relating to field of expertise, in line with JSE objectives by discussing development needs and proposed solutions with management
• Keep abreast of changes in legislation or standards by conducting research and utilizing networks
• Up skill team and other professionals by sharing knowledge and research results
• Epitomize living the JSE values, displaying professional conduct and adherence to required technical standards
• Contribute to learning and development of the business analyst team by hosting knowledge sharing sessions

Transformation and Innovation

• Analyse, research, develop and implement improvement.
• Innovative ideas and value adding solutions contributing to divisional and JSE results
  
  
  
• Bachelor’s degree or Diploma in Computer Science, Information Technology, Business Science or Engineering
• Business Analyst Certification from a reputable institution
• Minimum 5-7 years’ experience as a Business Analyst
• Experience in Equities, Bonds or Derivatives trading is an advantage
• Experience working in Agile environments

Knowledge and Skills required

• Analysing Business Operations
• Business continuity standard 
• Communicating complex information orally 
• Building and maintaining effective relationships with internal and external stakeholders
• Challenging the status quo with a view to improving the environment or peoples understanding
• Conducting a needs analysis
• Decision-making process
• Interviewing people to get needed information
• Verifying process flow
• Business principles
• Conducting business analysis
• Data Analysis
• Decision-making process
• International Standards for Professional Practice
• Adapting behaviour to meet major changes at work
• Conducting root cause analysis
• Adapting to a major organizational change
• Evaluating resource allocation
• Establishing and maintaining collaborative relationships with peers / managers

By clicking on the above you are agreeing to this site's Terms of Use .
Read our full Data Protection Policy here .

JSE Limited, its subsidiaries and affiliates (JSE, we, or us) is the company that is recruiting for the job vacancy you have applied for. The JSE respects your privacy and will treat your personal information as confidential. The JSE will process your personal information as described in our JSE Privacy Policy:  and will be responsible for complying with applicable data protection laws.

To ensure safe access to your data, your password needs to meet the below minimum requirements:

• Minimum of 6 characters long
• Minimum of 1 numeric character (0 - 9)
• Minimum of 1 lowercase character (a - z)
• Minimum of 1 uppercase character (A - Z)
• Minimum of 1 special character, for example @?#$%.

Will be used for account recovery in the case that you no longer have access to the supplied email address.

CV file *

We will parse your CV to make creating a profile as easy as possible

#J-18808-Ljbffr

Job category: Banking, Finance, Insurance. Stockbroking Contract: Permanent Remuneration: Market Related EE position: Yes About our company WHY JOIN THE JSE? The JSE recognises that its success and strength depend on the quality of its employees. We are committed to fostering a culture of continuous learning and high standards of performance. Our employee wellness programme is designed to encourage work-life balance for employees. We naturally seek to empower staff and encourage diversity and opportunities for all. Introduction To ensure that the JSE's systems are developed and implemented with a clear understanding of business requirements enabling achievement of business strategy Results Delivery Conduct appropriate planning to ensure optimal cost budget for projects Contribute to crafting of IT business plan to ensure delivery of focus areas for the year in support of IT strategy Partner with the relevant stakeholder to ensure the outputs of a successful solution delivery Reduce time spent on projects by elicitation, analysis and optimization of business requirements Apply cost effectiveness principles in planning and delivery to contribute to achievement of divisional financial targets Stakeholder Relationship Management Be physically present in a business area to observe and be involved in the day to day operations to understand the business domain and business requirements Manage stakeholder relationships by being transparent with regards to project progress Build strategic JSE / Industry/ Global network of thought leaders and relationships utilising social media, attending and presenting at conferences and training interventions. Process Management Receive request from business to start new project and conduct stakeholder analysis to clearly define the relevant people required for information gathering Work with business system colleagues to clarify requirements, to plan implementation and to answer queries through the development process Gather supporting information by holding interviews, conducting surveys, and reviewing existing documents etc Prepare a business case document to validate the business need and get financial approval for project  Marshals and documents detailed requirements of the activities and outputs of project Manage own delivery against project delivery plan and set timelines, identify obstacles to delivery obstacles to delivery and take appropriate action where required   Adhere to the requirements plan in alignment with Systems Development Lifecycle process to ensure compliance Support the business sponsor by assisting with the presentation of the business case Host and facilitate workshops to elicit detail business and functional requirements Create the business requirements specification document to confirm clarity of business needs and scope Create the functional requirements specification document to translate the business requirements into functional requirements Present functional requirements specification to all stakeholders to validate the requirements and solution. Review the technical design specifications to check that all requirements are included Review the test cases to ensure that it covers all scenarios related to the functional requirements Assist the development team and testers to perform root cause analysis for any functional defects  Perform adhoc functional testing for quality assurance Ensure correct utilisation of solution developed by creating user training manuals Assist business by project co-ordination of deliverables for small initiatives Identify obstacles to performance relating to process flow and identify opportunities for optimization in a proactive manner Works with the business to understand and prioritise conflicting needs Assist users in being effective by utilising the new solution productively Facilitate vendor selection by documenting a Request for Proposal, Request for Information or a Request for Quotation Self-Management Improve personal capability and professional growth relating to field of expertise, in line with JSE objectives by discussing development needs and proposed solutions with management Keep abreast of changes in legislation or standards by conducting research and utilizing networks Up skill team and other professionals by sharing knowledge and research results Epitomize living the JSE values, displaying professional conduct and adherence to required technical standards  Contribute to learning and development of the business analyst team by hosting knowledge sharing sessions Transformation and Innovation Analyse, research, develop and implement improvement. Innovative ideas and value adding solutions contributing to divisional and JSE results Bachelor’s degree or Diploma in Computer Science, Information Technology, Business Science or Engineering Business Analyst Certification from a reputable institution Minimum 5-7 years’ experience as a Business Analyst Experience in Equities, Bonds or Derivatives trading is an advantage Experience working in Agile environments Knowledge and Skills required Analysing Business Operations Business continuity standard  Communicating complex information orally  Building and maintaining effective relationships with internal and external stakeholders Challenging the status quo with a view to improving the environment or peoples understanding Conducting a needs analysis Decision-making process Interviewing people to get needed information Verifying process flow Business principles Conducting business analysis Data Analysis Decision-making process International Standards for Professional Practice Adapting behaviour to meet major changes at work Conducting root cause analysis Adapting to a major organizational change Evaluating resource allocation Establishing and maintaining collaborative relationships with peers / managers By clicking on the above you are agreeing to this site's Terms of Use.Read our full Data Protection Policy here. JSE Limited, its subsidiaries and affiliates (JSE, we, or us) is the company that is recruiting for the job vacancy you have applied for. The JSE respects your privacy and will treat your personal information as confidential. The JSE will process your personal information as described in our JSE Privacy Policy:   and will be responsible for complying with applicable data protection laws. To ensure safe access to your data, your password needs to meet the below minimum requirements:Minimum of 6 characters long Minimum of 1 numeric character (0 - 9) Minimum of 1 lowercase character (a - z) Minimum of 1 uppercase character (A - Z) Minimum of 1 special character, for example@?#$%. Will be used for account recovery in the case that you no longer have access to the supplied email address. CV file * We will parse your CV to make creating a profile as easy as possible #J-18808-Ljbffr

Job category: Banking, Finance, Insurance. Stockbroking Contract: Permanent Remuneration: Market Related EE position: Yes About our company WHY JOIN THE JSE? The JSE recognises that its success and strength depend on the quality of its employees. We are committed to fostering a culture of continuous learning and high standards of performance. Our employee wellness programme is designed to encourage work-life balance for employees. We naturally seek to empower staff and encourage diversity and opportunities for all. Introduction To ensure that the JSE's systems are developed and implemented with a clear understanding of business requirements enabling achievement of business strategy Results Delivery Conduct appropriate planning to ensure optimal cost budget for projects Contribute to crafting of IT business plan to ensure delivery of focus areas for the year in support of IT strategy Partner with the relevant stakeholder to ensure the outputs of a successful solution delivery Reduce time spent on projects by elicitation, analysis and optimization of business requirements Apply cost effectiveness principles in planning and delivery to contribute to achievement of divisional financial targets Stakeholder Relationship Management Be physically present in a business area to observe and be involved in the day to day operations to understand the business domain and business requirements Manage stakeholder relationships by being transparent with regards to project progress Build strategic JSE / Industry/ Global network of thought leaders and relationships utilising social media, attending and presenting at conferences and training interventions. Process Management Receive request from business to start new project and conduct stakeholder analysis to clearly define the relevant people required for information gathering Work with business system colleagues to clarify requirements, to plan implementation and to answer queries through the development process Gather supporting information by holding interviews, conducting surveys, and reviewing existing documents etc Prepare a business case document to validate the business need and get financial approval for project  Marshals and documents detailed requirements of the activities and outputs of project Manage own delivery against project delivery plan and set timelines, identify obstacles to delivery obstacles to delivery and take appropriate action where required   Adhere to the requirements plan in alignment with Systems Development Lifecycle process to ensure compliance Support the business sponsor by assisting with the presentation of the business case Host and facilitate workshops to elicit detail business and functional requirements Create the business requirements specification document to confirm clarity of business needs and scope Create the functional requirements specification document to translate the business requirements into functional requirements Present functional requirements specification to all stakeholders to validate the requirements and solution. Review the technical design specifications to check that all requirements are included Review the test cases to ensure that it covers all scenarios related to the functional requirements Assist the development team and testers to perform root cause analysis for any functional defects  Perform adhoc functional testing for quality assurance Ensure correct utilisation of solution developed by creating user training manuals Assist business by project co-ordination of deliverables for small initiatives Identify obstacles to performance relating to process flow and identify opportunities for optimization in a proactive manner Works with the business to understand and prioritise conflicting needs Assist users in being effective by utilising the new solution productively Facilitate vendor selection by documenting a Request for Proposal, Request for Information or a Request for Quotation Self-Management Improve personal capability and professional growth relating to field of expertise, in line with JSE objectives by discussing development needs and proposed solutions with management Keep abreast of changes in legislation or standards by conducting research and utilizing networks Up skill team and other professionals by sharing knowledge and research results Epitomize living the JSE values, displaying professional conduct and adherence to required technical standards  Contribute to learning and development of the business analyst team by hosting knowledge sharing sessions Transformation and Innovation Analyse, research, develop and implement improvement. Innovative ideas and value adding solutions contributing to divisional and JSE results Bachelor’s degree or Diploma in Computer Science, Information Technology, Business Science or Engineering Business Analyst Certification from a reputable institution Minimum 5-7 years’ experience as a Business Analyst Experience in Equities, Bonds or Derivatives trading is an advantage Experience working in Agile environments Knowledge and Skills required Analysing Business Operations Business continuity standard  Communicating complex information orally  Building and maintaining effective relationships with internal and external stakeholders Challenging the status quo with a view to improving the environment or peoples understanding Conducting a needs analysis Decision-making process Interviewing people to get needed information Verifying process flow Business principles Conducting business analysis Data Analysis Decision-making process International Standards for Professional Practice Adapting behaviour to meet major changes at work Conducting root cause analysis Adapting to a major organizational change Evaluating resource allocation Establishing and maintaining collaborative relationships with peers / managers By clicking on the above you are agreeing to this site's Terms of Use.Read our full Data Protection Policy here. JSE Limited, its subsidiaries and affiliates (JSE, we, or us) is the company that is recruiting for the job vacancy you have applied for. The JSE respects your privacy and will treat your personal information as confidential. The JSE will process your personal information as described in our JSE Privacy Policy:   and will be responsible for complying with applicable data protection laws. To ensure safe access to your data, your password needs to meet the below minimum requirements:Minimum of 6 characters long Minimum of 1 numeric character (0 - 9) Minimum of 1 lowercase character (a - z) Minimum of 1 uppercase character (A - Z) Minimum of 1 special character, for example@?#$%. Will be used for account recovery in the case that you no longer have access to the supplied email address. CV file * We will parse your CV to make creating a profile as easy as possible #J-18808-Ljbffr

IG Markets | Quality Analyst - Trading Services

• Job location: Johannesburg, South Africa.

Job description: Conduct regular evaluations of client interactions, focusing on CSAT, internal quality metrics, and overall service quality. Provide actionable feedback and coaching to Trading Services Analysts and Trainee Sales Traders to foster performance improvements. Develop a deep understanding of current procedures, policies, and processes to align evaluations with business objectives. Identify trends and recurring issues from client interactions and suggest areas for service delivery improvement. Collaborate within the Training and Development team to align training materials with evaluation results. Monitor team performance against established quality metrics and KPIs, ensuring adherence to service standards. Assist in the creation and updating of internal feedback forms and evaluation tools. Report evaluation results to management, highlighting insights, trends, and recommendations for process improvements. Liaise with other teams, including Trading Services and Client Services, to communicate concerns and recommend corrective actions. Ensure adherence to IG’s Tone of Voice and brand experience principles.

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Sanlam Investment Group
The Sanlam Investment Group is uniquely equipped and positioned to deliver on its purpose of empowering generations to be financially confident, secure and prosperous. Through our vast in-house expertise and strategic partner networks, we can access all asset classes across the globe, private and public, actively and passively managed, to develop investment solutions that are in our clients’ best interests and have a positive impact on society. Backed by the Sanlam Group’s balance sheet, the Sanlam Investment Group has a true competitive advantage in its ability to invest alongside clients, particularly in private markets where impact investing drives the agenda.

The Sanlam Investment Group is one of the largest, most diversified financial services and investment firms in Southern Africa with assets under management and administration of more than R2 trillion. It is a B-BBEE level 1 contributor and one of the largest black-empowered asset managers on the African continent.

Sanlam Alternative Investments (SAI)
The purpose Sanlam Alternative Investments (SAI) business is to help build the African continent and make a real sustainable difference in the emerging economies in which we operate in, aligning to the Sanlam Group’s mission of financial inclusion. The SAI business has a broad range of capabilities that include Private Equity, Specialised Finance, Property, Infrastructure and Partnerships. Sanlam is the biggest non-banking financial institution on the continent, operating in Africa for over 100 years.

The SME Investment Analyst is responsible for assessing and managing the credit risk of small and medium-sized enterprise (SME) clients. The role involves analyzing financial information, evaluating business risks, and making informed credit recommendations to support sound lending decisions and portfolio growth.

Responsibilities Include:

• Responsible for researching, analysing and provision of relevant information and recommendations regarding investment attractiveness.
• Analyses an SME's position within its industry, sales and profit estimates, projected rates of return on capital, total equity, asset utilisation and leverage.
• Projects short- and long-term cash flows and ability to service and repay debt.
• Assists with annual reviews, report backs and explain performance variances.
• Makes recommendations for the initial loan facility, renewals and/or amendments.
• Responsible for post investment monitoring and liaison with support staff including fund accountants, legal, operations etc.

Qualification and Experience

BCom, CFA, CA with 2 to 3 years related experience.

Knowledge and Skills

Company research and analysis/fixed interest/alternative investments/property

Rank companies within industry

Recommendations and presentation of results

Personal Attributes

Self-development - Contributing independently

Decision quality - Contributing independently

Financial acumen - Contributing independently

Business insight - Contributing independently

Build a successful career with us

We’re all about building strong, lasting relationships with our employees. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping our employees to realise their worth.Through its five business clusters – Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Allianz, Santam, as well as MiWay and the Group Office – the group provides many opportunities for growth and development.

Core Competencies

Cultivates innovation - Contributing independently

Customer focus - Contributing independently

Drives results - Contributing independently

Collaborates - Contributing independently

Being resilient - Contributing independently

Turnaround time

The shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers.

Our commitment to transformation

The Sanlam Group is committed to achieving transformation and embracesdiversity. This commitment is what drives us to achieve a diverse, inclusive and equitable workplace as we believe that these are key components to ensure a thriving and sustainable business inSouth Africa. The Group's Employment Equity plan and targets will be considered as part of the selection process.

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Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.

Job Description

na

A great opportunity to join a growing and focused investment team as an Investment Analyst. The role will give the successful candidate exposure to both local and global capital markets, working within a dynamic team environment. Pro-activeness and a willingness to take responsibility is rewarded through career growth opportunities and remuneration.

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

na

A great opportunity to join a growing and focused investment team as an Investment Analyst. The role will give the successful candidate exposure to both local and global capital markets, working within a dynamic team environment. Pro-activeness and a willingness to take responsibility is rewarded through career growth opportunities and remuneration.

Key responsibilities will include amongst others:

• Investment research across asset classes from a top-down perspective.
• Bottom-up company/stock research on local and global markets.
• Develop and evaluate financial models on companies.
• Perform valuation analysis on company shares.
• Make investment recommendations based on research conducted.
• Present investment ideas and updates to the investment team and portfolio managers.
• Involvement in the performance reporting cycle
• Responsible for monthly and quarterly performance procedure
• Undertake ad hoc research requests from portfolio managers.
• Keep abreast of current market and industry developments.
• Work alongside the compliance team in monitoring portfolio mandates from a compliance perspective.
• Portfolio performance analysis.
• Be a member of and contribute to model portfolio sub-committees.
• Enhance company brand and profile through media contributions that could include commentary on company result updates, written investment-related articles, journalist interviews and webinar presentations etc.

Key Results areas:

• Researching and presenting investment ideas based on thorough analysis.
• Presenting emerging investment themes and interesting topics.
• Portfolio manager support.
• Developing and maintaining models and screeners
• Portfolio manager mandate monitoring.
• Investment performance analysis.
• Building company profile through publication of research across numerous media platforms.

Qualifications and Experience required:

• Relevant graduate qualification (BCom, BSc, B.Bus.Sci).
• Preferably 3 years minimum investment research experience .
• Strong quantitative skills or programming experience
• Understanding of financial statements and financial analysis.
• MS Suite (Excel, Word, Outlook).
• Critical reasoning skills.
• Great communication skills and are able to present ideas clearly in English (both written and verbal).
• A professional approach.
• Proactive and confident.
• A team player with strong collaboration skills.
• Motivated and able to learn new skills and concepts independently .

Skills

Accounting, Action Planning, Analytics Software, Budget Management, Client Management, Computer Literacy, Data Classification, Data Compilation, Evaluating Information, Numerical Aptitude, Oral Communications, Policies & Procedures, Professional Presentation

Competencies

Business InsightCollaboratesCommunicates EffectivelyDecision QualityEnsures AccountabilityFinancial AcumenInstills TrustManages Complexity

Education

NQF Level 7 - Degree, Advance Diploma or Postgraduate Certificate or equivalent

Closing Date

27 August 2025 , 23:59

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.

The Old Mutual Story!

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Who are we?

Sanlam Investment Group
The Sanlam Investment Group is uniquely equipped and positioned to deliver on its purpose of empowering generations to be financially confident, secure and prosperous. Through our vast in-house expertise and strategic partner networks, we can access all asset classes across the globe, private and public, actively and passively managed, to develop investment solutions that are in our clients’ best interests and have a positive impact on society. Backed by the Sanlam Group’s balance sheet, the Sanlam Investment Group has a true competitive advantage in its ability to invest alongside clients, particularly in private markets where impact investing drives the agenda.

The Sanlam Investment Group is one of the largest, most diversified financial services and investment firms in Southern Africa with assets under management and administration of more than R2 trillion. It is a B-BBEE level 1 contributor and one of the largest black-empowered asset managers on the African continent.

Sanlam Alternative Investments (SAI)
The purpose Sanlam Alternative Investments (SAI) business is to help build the African continent and make a real sustainable difference in the emerging economies in which we operate in, aligning to the Sanlam Group’s mission of financial inclusion. The SAI business has a broad range of capabilities that include Private Equity, Specialised Finance, Property, Infrastructure and Partnerships. Sanlam is the biggest non-banking financial institution on the continent, operating in Africa for over 100 years.

What will you do?

The SME Investment Analyst is responsible for assessing and managing the credit risk of small and medium-sized enterprise (SME) clients. The role involves analyzing financial information, evaluating business risks, and making informed credit recommendations to support sound lending decisions and portfolio growth.

Responsibilities Include:

• Responsible for researching, analysing and provision of relevant information and recommendations regarding investment attractiveness.
• Analyses an SME's position within its industry, sales and profit estimates, projected rates of return on capital, total equity, asset utilisation and leverage.
• Projects short- and long-term cash flows and ability to service and repay debt.
• Assists with annual reviews, report backs and explain performance variances.
• Makes recommendations for the initial loan facility, renewals and/or amendments.
• Responsible for post investment monitoring and liaison with support staff including fund accountants, legal, operations etc.

Qualification and Experience BCom, CFA, CA with 2 to 3 years related experience. Knowledge and Skills Company research and analysis/fixed interest/alternative investments/property Rank companies within industry Recommendations and presentation of results Financial Modelling Personal Attributes Self-development - Contributing independently Decision quality - Contributing independently Financial acumen - Contributing independently Business insight - Contributing independently Build a successful career with us

We’re all about building strong, lasting relationships with our employees. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping our employees to realise their worth. Through its five business clusters – Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Allianz, Santam, as well as MiWay and the Group Office – the group provides many opportunities for growth and development.

Core Competencies Cultivates innovation - Contributing independently Customer focus - Contributing independently Drives results - Contributing independently Collaborates - Contributing independently Being resilient - Contributing independently Turnaround time

The shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers.

Our commitment to transformation

The Sanlam Group is committed to achieving transformation and embracesdiversity. This commitment is what drives us to achieve a diverse, inclusive and equitable workplace as we believe that these are key components to ensure a thriving and sustainable business inSouth Africa. The Group's Employment Equity plan and targets will be considered as part of the selection process.

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