Overview

Swan Wealth Managers Ltd, operating under the brand name SWAN Capital Solutions, a leading provider of fund management, investment and financial services and managing in excess of MUR 73 billion of assets is seeking to recruit FINANCIAL ANALYST – FIXED INCOME/EQUITIES.

The position will report to the respective Fund Managers.

Duties will include:

·        Analysing the economic and market environment (both locally and internationally) and assessing its impact on investment portfolios;

·        Assisting the Fund Managers in investment decisions, including portfolio construction and asset allocation;

·        Researching and articulating investment ideas and strategies;

·        Financial modelling and projection;

·        Liaising and follow-up on investment dossiers;

·        Ensuring efficient client reporting as well as effect regular visits to clients;

·        Assess corporate credit risks through a detailed micro and macro analysis;

·        Keeping up to date with latest financial results, economic data, corporate actions and new products;

·        Maintaining an awareness of the latest financial/economic trends and keep up to date with market developments and new investment products;

·        Investigating new avenues for business development and provide technical support to business development team; and

·        Assist in developing new investment ideas / strategies to satisfy market needs.

Qualifications and Experience:

The ideal candidate should possess the following profile:

·        At least a degree in Finance / Economics / Investments from a recognised university;

·        Professional qualification in the field of Finance or enrolment for a professional qualification: Enrolment in the CFA program will be a definite advantage;

·        Solid understanding of investment and economic theory;

·        At least 1 year’s working experience in the financial services sector will be a definite advantage;

·        Good credit analytical skills with excellent written and oral presentation skills;

·        Pleasant personality with good interpersonal and communication skills;

·        Dynamic and motivated team player able to work under pressure; and

·        Proficiency in MS Office Tools and / or Python.

If you feel challenged by the above positions, and believe you have the required profile, please send your application letter and a full Curriculum Vitae online quoting ‘Financial Analyst’ to hr@swanforlife.com