Junior Research Analyst

Location of position: Howick, KZN

Employment type: Full time

Take this opportunity to join our vibrant and caring team where teamwork and customer focus is a priority. Our team subscribes to and lives the Harvard House values of Integrity, Professionalism, Excellence, Transparency & Clarity, Caring & Loyalty. If you have a passion for helping people and subscribe to our values, then please apply.

The purpose of this role is to undertake research and analysis on global and local economic trends and global and local individual companies.

Responsibilities:
• Assist the research analysts and portfolio managers with the creation and maintenance of reports / files on those companies to which you have been allocated, with the aim of stimulating investment ideas and debate which should be linked with prevailing strategist / house economic view.
• Create and maintain reports / files on selected global and local economic trends, with the aim of stimulating understanding and debate about the macro environment.
• Assist portfolio management team with internal data analysis to identify variances from house view.

Assist with:
• Preparing articles for publishing that is both informative and educational.
• Preparing (not necessarily delivering) presentations (Powerpoint or otherwise) to inform clients through investment seminars.
• Where appropriate, take part in other media engagements advancing the Harvard House brand and investment philosophy.
• Preparing educational and informative feedback for monthly Financial Consultant feedback sessions that empowers advisers to understand actions and rationale on client portfolios. These presentations should empower Financial Consultants to engage with confidence in the strategies implemented in portfolios.

Requirements:
Matric plus preference for finance-orientated Honours Degree (B.Com (Hons) Econ, Finance, CA(SA)) or equivalent qualification.
FAIS and RE5

Skills/Competencies required:
Advanced software skills (MS Office)
Good communication skills (verbal and written)
Planning and organising with good time management skills
Problem solving
Ability to work under pressure
Accuracy and attention to detail
Analytical
Ability to work independently and with others