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