Job Description

Closing Date 2024/06/10
Reference Number MMH240531-6
Job Title Investment Analyst: Hedge Funds
Position Type Permanent
Role Family Investments
Cluster Momentum Investments
Remote Opportunity Some of the time
Location - Country South Africa
Location - Province Gauteng
Location - Town / City Centurion and Sandton
IntroductionThrough our client-facing brands Metropolitan and Momentum, with Multiply (wellness and rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group, the group enables business and people from all walks of life to achieve their financial goals and life aspirations. We help people grow their savings, protect what matters to them and invest for the future. We help companies and organisations care for and reward their employees and members. Through our own network of advisers or via independent brokers and utilising new platforms Momentum Metropolitan provides practical financial solutions for people, communities and businesses. Visit us at
Role PurposeThe Investments Analyst for hedge funds will augment the investment process on the hedge fund product suite by assisting the Portfolio Manager and contributing to the investment team discussions. The successful candidate will be exposed to a broad array of hedge fund strategies and investment theses which will require comprehensive assessment and critique. Furthermore, the incumbent will be responsible for maintaining and analysing data on a peer group of the South African Hedge Funds universe. Regular contribution to the broader Alternative Investment processes is also anticipated.
RequirementsMinimum Qualifications:

• Degree in Invesetment Management (or equivalent).
• CAIA or Charted Financial Analyst (CFA) preferred.

Minimum Experience:

• Solid background in Financial Markets.
• 3-5 years experience in the investment industry.
• Previous hedge fund exposure would be advantageous.
• Stong quantitative skills would be advantageous.

Duties & Responsibilities

• Monitor existing hedge funds in which the business is invested and track information for these strategies.
• Perform comprehensive due diligence on new funds, & funds within our investable universe. The due diligence analysis includes understanding the mechanics of the strategy, the drivers of performance and the risk sources. Analysis includes both quantitative and qualitative assessment and required the development of quantitative tools to augment the process.
• Prepare written findings on hedge fund manager engagements
• Track and maintain single-manager portfolio information
• Track and assess risk data, and assist in enhancing quantitative models
• Ongoing research and development of which findings is presented back to the investment team
• Assist portfolio manager with daily portfolio management responsibilities
• Make recommendations to enhance the investment mandates to increase profitability or cost-effectiveness of the investment solution.
• Monitor and report on portfolio performance across the range
• Keep abreast of current developments and market intelligence
• Assist in updating marketing material and presentations as required
• Ad hoc projects
• Engage with broader investment team to identify opportunities for collaboration
• Be a Momentum Alternative Investments ambassador.
• Act and behave in the best interest of Momentum Alternative Investments.
• Collaborate and participate in multi-disciplinary teams in Momentum Investments.
• Maintain continuous professional development to ensure upskilling and keeping abreast and ahead.
• Contribute to innovation, change agility and collaboration within the team.

Competencies

• Enquiring mind,
• collaboration
• seeks responsibility and accountability
• self-motivated
• willingness to learn
• critical thinking skills
• excellent communication and interpersonal skills
• problem solving
• presentation skills
• quantitative skills
• self-awareness and insight

PolicyWe are committed to Employment Equity, diversity and inclusion when recruiting internally and externally. All appointments are made in alignment to our Employment Equity goals and we encourage people with disabilities to apply.

Momentum Metropolitan