Senior investment Associate

Senior investment Associate Sandton Johannesburg

 

Our client in Sandton Johannesburg north investment is looking for a Senior Investment Associate within the Public Market with a strong back round in manager research/investment research. You will contribute across the full investment process – from manager due diligence and portfolio monitoring to forming investment recommendations and supporting portfolio construction

 

Salary Negotiable

 

Requirements

A tertiary qualification in finance, economics, actuarial science, accounting, engineering, or a related discipline.

Progress toward CFA or similar professional programme is advantageous but not required.

4-5 years’ experience in investment research, multi-manager investing, fund manager due diligence

This role is well-suited to someone who is analytical, curious, structured in thought, and enjoys working across multiple areas of the investment value chain.

Experience working with or managing research/workflow systems (CRM, DD platforms, internal databases) is an advantage.

Experience writing clear, concise research reports for investment committees or senior stakeholders Strong understanding of investment strategies across equities, fixed income, and multi-asset funds.

Ability to interpret performance, risk metrics, factor exposures, and attribution.

Experience analyzing fund manager processes, portfolio positioning, and decision-making frameworks.

Comfortable forming and defending investment opinions based on both qualitative and quantitative evidence.

Proficiency with research tools, data platforms, and Excel; exposure to Python, Power BI, or similar analytics tools is advantageous

 

Responsibilities

Taking ownership of our manager’s research system, helping drive its ongoing development and integration into our investment processes.

Conduct in-depth research and critical assessment of fund managers and their investment strategies (qualitative and quantitative).

Write clear, succinct, and decision-useful research reports that inform portfolio recommendations.

Participate actively in fund manager interviews, including preparation, questioning, and post-meeting evaluation.

Contribute to the formulation and justification of house views on investment strategies and asset classes.

Support ongoing monitoring of appointed managers, identifying risks, performance drivers, and early warning signals.

Work with the portfolio managers to translate manager insights into portfolio construction implications.

Own and continuously improve the manager research system — including data quality, workflow design, templates, and integration with our internal processes.

Manage ad-hoc analytical assignments across investments, funds, and broader research projects.

Draft sector wrap-ups, insights pieces, and talking points for internal committees and client communication.

Provide administrative, research, or analytical support to the investment team as required.

 

 

FROGG Recruitment

 

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