Trader/ Junior Analyst

Location of position: Howick, KZN, South Africa

Employment type: Full time

To assist the portfolio management team with JSE and offshore stock exchange share trade execution, reporting and administration as well as to develop a knowledge and capability for company and economic analytical work.

• Familiarize with all Harvard House trading platforms
• Liaise with portfolio management team for daily trade execution.
• Timeous execution of trades on client portfolios
• Abide by Harvard House personal trading accounting guidelines
• Daily reconciliation to minimize mistakes / misdeals
• End of day reporting to relevant parties (internal and external) and associated administration
• Report on consolidated trades concluded weekly across all portfolios

Under supervision / guidance from senior member of the team:
• Create and maintain the following reports / files on those companies to which you have been allocated, with the aim of stimulating investment ideas and debate:
• Scorecard,
• Divisional analysis
• Factsheet
• Analyst matrix
• Annual report
• Saving / filing reports for reference
• Report back on news events etc

• 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 with:
• Preparing articles for publishing in Intuition that is both informative and educational.
• Preparing (not necessarily delivering) presentations (Powerpoint or otherwise) to inform clients through Insight 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.
• Assist portfolio management team with internal data analysis to identify variances from house view

Under supervision / guidance from senior member of the team:
• Update and collate internal monthly statistics