Investment Associate

About the role

Apex Trustee Limited is looking for a knowledgeable, analytical Investment Associate to support the management, monitoring and evaluation of investment portfolios under its pension schemes. The role is full-time and requires a minimum of two years of experience.

Key responsibilities

• Research and analyse investment opportunities across asset classes such as government securities, fixed income, equities and other permitted investments.
• Track portfolio returns, asset allocation, liquidity positions and investment exposures.
• Prepare periodic investment performance reports and give insights to support management decisions.
• Identify emerging investment risks and recommend mitigation measures.
• Support the implementation of approved investment strategies for the pension schemes.
• Monitor investment concentration, maturity profiles and liquidity requirements.
• Maintain accurate investment records and supporting documentation.
• Liaise with internal departments, investment counterparties and other stakeholders.

Required profile

• Bachelor's degree in Finance, Economics, Accounting, Actuarial Science, Investment Management or a related discipline.
• At least two years of relevant experience in investment management, portfolio analysis, financial markets, treasury operations or a related field.
• Experience in the pensions industry or pension fund investment management.
• Professional qualifications in finance or investment management are an added advantage.

Required skills

• Strong financial analysis and investment research skills.
• Good understanding of financial markets and investment instruments.
• Knowledge of pension fund investment principles and risk management.
• Proficiency in Microsoft Excel and financial reporting tools.
• Excellent report writing and presentation skills, with strong numerical and analytical abilities.

Candidates apply by sending their CV to the employer.