35 Research Analyst jobs in SouthAfrica

Results Delivery

• Apply cost effectiveness principles in everyday delivery to contribute to achievement of departmental financial targets.
• Create insightful research papers of high quality by researching elements of index methodology or new indices over a 3-6 month period with pre-defined delivery dates.
• Ensure high standard of research output is continuously met by independent Advisory Committee standards, as well as identified market needs being met effectively.
• Research the collecting of input data; interpreting and analysing data collected; conducting market consultation where necessary; formulating recommendations or conclusions; preparing cohesive research papers; presenting results internally and to the advisory committee and then following up on suggestions and hypotheses suggested by committee members.
• Assist in the optimization of index processes by identifying areas in which daily processes can be automated, updated or improved.
• Produce quality output with minimal supervision to meet high standards which are expected by the team and ensure deadlines are met timeously.
• Identify where escalation is required to accommodate client demands and where possible, strive to achieve the level of output expected by senior members.
• Improve the quality of the data products for clients by enhancing the existing products and developing new and innovative index products.
• Produce cost-effective and sustainable product enhancements to increase client service and develop and maintain them.
• Plan product development window for at least a year in advance, or more.
• Have an independent opinion on client and broader market needs, opportunities and possibilities and act on this opinion by suggesting alternative approaches to the ones requested by the clients with the view to build longer term strategic views which contribute to the sustained relevance of the index service from the JSE.

• Assist senior members of the team (when required) with client visits or phone calls to communicate index-related concepts, interpret and resolve index queries and educate customers on index rules with their application.
• Work with other team members in a cohesive manner by contributing to assigned responsibilities and projects in a joint activity.
• Maintain a positive relationship with clients by managing conflict situations diplomatically.
• Drive excellence by maintaining high standards to achieve client satisfaction by always being on time and producing accurate outputs.
• Maintain clear communication with clients regarding mutual expectations.
• Monitor client satisfaction and be accountable for correcting customer-service issues and correcting problems promptly and assertively.
• Ensure that client queries are resolved timeously, accurately and comprehensively to maintain good relationships with clients.
• Be responsible for having a complete view of the JSE structure thereby ensuring that all queries are escalated to the correct person or department, if necessary.
• Ensure that all information provided to clients is accurate and that it doesn’t breach JSE policies.
• Discuss upcoming topical index news with the team to ascertain at what level they're at by their responses.
• Maintain good vendor relationships by engaging with third party data suppliers and partners (such as FTSE and other internal divisions) in a proficient manner, providing them with data and other requests where necessary.
• Find practical solutions to meet customer needs and where client requests are complex, gather information, clarify the data from multiple sources internally and provide a solution.
• Provide meaningful input to team discussions relating to potential improvements to client services and products and where possible, provide suggestions and consult with other members of the team to develop optimal client products.

• Ensure the FTSE/JSE End of Day process is completed accurately by following standard procedures and ensuring that all relevant End of Day files from FTSE are received, verifying the structure and completeness of all received files and checking that all pre-agreed index changes are applied correctly.
• Perform the valuations of all JSE-administered indices (e.g. JSE Commodities Indices and JSE Money Market Index) by validating the input data, calculating the index metrics and testing the reasonability of the result.
• Prepare a comprehensive resolution plan for when an operational process fails by having a good understanding of all JSE operational processes and requesting assistance from other team members and senior members for when corrective-action needs to be implemented and follow their guidance when implementing the solutions while ensuring that timelines are adhered to according to timeframes stipulated in the SLA.
• Ensure accuracy of index inputs and published index metrics and be able to calculate them independently.
• Ensure consistency with JSE information in the public domain, so that there is no room for clients to think they can get more information from one member over another one.
• Analyse data discrepancies by understanding the data input along with the relevant interactions and formulas and take the necessary steps to resolve the issues after identifying them.
• Demonstrate a good understanding of the Index landscape, including knowledge of index users’ business, products and services offered by global index providers and local competitors.
• Understand the importance of accurate indices to the capital markets and maintain this knowledge through continuous self-learning and interaction with senior team members and market participants.
• Demonstrate competent knowledge of the JSE index rules by knowing which rules to apply in specific situations and making decisions on the application of these rules, engaging in group discussions regarding the impact of the application of rules on market participants.
• Independently perform the free float review for JSE listed companies by analysing the shareholders of each company, measuring them against a set of rules and drawing conclusions to ensure that complicated examples are brought to the team at large for support.
• Address all queries and include more senior staff members when resolving more complicated issues so that these issues can be brought to the entire team and be used as a brainstorming exercise to educate the team while resolving the issue at hand.
• Create insightful research papers by producing research outputs that meet independent Advisory Committee standards and meet identified market needs by researching elements of index methodology or new indices to contribute to the ongoing development of new indices.
• Identify opportunities to refine existing products and develop innovative new index products to improve quality and range of data products to clients while being cost effective and sustainable.

• Improve personal capability and professional growth in line with JSE objectives by discussing development needs and proposed solutions with management.
• Be an effective team member encouraging teamwork and freely sharing knowledge.
• Visibly live the JSE values contributing to the achievement of divisional objectives.
• Manage self in terms of development, delivery and act as a self-starter.

• Identify, share and implement value-adding improvement/innovative ideas and solutions contributing to divisional and JSE results.

• Degree in Economics, Finance or Statistics.
• No previous experience necessary.

Knowledge and Skills required

• Intermediate software applications (Outlook, Word, Excel, Access, Internet, Email).
• Divisional service offerings.
• Business continuity standard.
• Business principles.
• Data analysis.
• Decision-making process.
• Challenging the status quo with a view to improving the environment or people's understanding.
• Giving presentations.
• Identifying trends.
• Establishing and maintaining collaborative relationships with peers / subordinates / managers.
• Adapting behaviour to meet major changes at work.
• Adapting to a major organisational change.
• Building and maintaining effective relationships with internal and external stakeholders.
• Evaluating resource allocation.
• Networking and building relationships.
• Communicating complex information orally.
• Completing a project with constraints.
• Conducting a needs analysis.
• Developing multiple creative solutions.
• Providing professional advice/opinion.
• Research.

We are currently seeking an SSA Healthcare Research Analyst to support our SSA Healthcare practice (primarily focusing South Africa, Kenya and Nigeria), helping to construct insights regarding the business implications of economic and policy developments in the region for multinational healthcare companies. The analyst will be required to remain abreast of major developments in country-level healthcare policy impacting public and private healthcare expenditure, reimbursement, local formularies, and healthcare system design (among other policy measures that impact the delivery of healthcare services to covered populations). The work will provide unique exposure to the intersection between politics, economics, business, and industry analysis. This is a unique opportunity with significant responsibility and freedom to help shape our SSA healthcare practice and to work on innovative content for a very senior executive audience.

About the Team

FrontierView’s Global Healthcare research is designed to help inform tactical and strategic plans for the world’s leading healthcare organizations. Through a combination of scenario-based market intelligence and peer benchmarking, our team helps healthcare leaders navigate the complexity of evolving healthcare systems and enable them to bring solutions to market that impact the health of millions of patients. Our team combines analytical rigor with qualitative stakeholder perspectives to uncover roadblocks to commercial execution and unlock growth in their most important markets.

About You

This is a unique opportunity with significant responsibility and freedom to help shape our SSA healthcare practice and to work on innovative content for a very senior executive audience.

The duration of this contract will be 1 year likely renewed in 6 month intervals.

Remote - South Africa

75000 - 1000 a year (s)

About the Position

We are currently seeking an SSA Healthcare Research Analyst to support our SSA Healthcare practice (primarily focusing South Africa, Kenya and Nigeria), helping to construct insights regarding the business implications of economic and policy developments in the region for multinational healthcare companies. The analyst will be required to remain abreast of major developments in country-level healthcare policy impacting public and private healthcare expenditure, reimbursement, local formularies, and healthcare system design (among other policy measures that impact the delivery of healthcare services to covered populations). The work will provide unique exposure to the intersection between politics, economics, business, and industry analysis. This is a unique opportunity with significant responsibility and freedom to help shape our SSA healthcare practice and to work on innovative content for a very senior executive audience.

What to Expect in the Position

• Have the opportunity to gain exposure to senior executives at leading multinationals with investments across SSA, develop a deep understanding of the challenges facing local healthcare systems, and build strong views on the major barriers to delivering high quality and effective healthcare products and services.
• Tracking and monitoring ongoing changes to healthcare policy in SSA, including: changes to local formularies, changes to reimbursement design, changes to healthcare financing, changes to effective insurance coverage, changes to drug and medical device approval processes, and other developments impacting local regulators, payers, providers, and patients.
• Writing research deliverables that allow for quick and effective communication of healthcare systems’ financial flows and stakeholder incentives.
• Driving the development of forward-looking views on healthcare policy in SSA.
• Delivering research presentations to senior executive clients in person and over the phone.
• Collaborating with members of our global macroeconomic research practice on linking their analysis to the healthcare team’s analysis on healthcare trends in SSA.

• A Bachelor's or Master’s degree from a top-tier academic institution (achieved or in progress) or relevant work experience is required. A major in economics, public health, business, international relations, or regional studies relevant to Sub-Saharan Africa is expected.
• Demonstrated knowledge of SSA markets, through academic and/or professional research experience. An understanding of the current socio-political and economic environment is particularly key.
• Excellent communication skills in English (writing specifically) are required.
• Fluency in reading and speaking Afrikaans and or Swahili would be considered a plus.
• Basic understanding of macroeconomics. Demonstrated research experience (in academic or professional setting) including hypothesis-testing, structuring complex research projects, primary and secondary research, and other research techniques.
• Experience in managing multiple projects, working on tight deadlines, and working relatively independently.
• Demonstrated ability to cover a variety of topics and issues, including completely new topics.
• Familiarity with Excel and PowerPoint.

Remote job

• analyst
• design
• system
• support
• growth
• financial
• content
• senior
• excel
• health
• healthcare
• executive
• digital nomad

Our client, a leading Financial Institution, is looking for an Index Research Analyst to join their team.

Job Purpose:

• To accurately calculate, re-balance, manage, and develop indices while assisting clients with index-related information.

Education:

• Essential Qualification - Grade 12 + Degree in Economics, Finance, or Statistics.
• Preferred Qualification - Degree in Economics, Finance, or Statistics.

Experience:

• Financial Service Experience (e.g., Banking, Asset management).
• 2+ years’ experience.
• Excel experience.
• Analyse financial data.
• Track market trends.
• Present findings.
• Responsible for conducting research on various financial instruments and compiling information related to various indices.
• Liaising with clients.
• Experience with key performance indicators.
• Portfolio analysis.
• Data Recon.
• Calculate performance attribution.

Job Content:

• Results Delivery.
• Stakeholder Relationship Management.
• Process Management.
• Self-Management.
• Transformation and Innovation Management.

Technical competencies:

• Administrative procedures and systems.
• Basic software applications (e.g., Outlook, Word, Excel, Access, Internet, Email).

Should you not receive a response from us within one week of your application, your application has unfortunately not been successful.

You can visit our website for more vacancies: / LinkedIn

Results Delivery

• Play a leading role in drawing up a team business plan for complex tasks as well as plans for longer periods (1 year and 3 year)
• Identify weaknesses in all existing index processes, including data, operational and analytic processes
• Provide specialist guidance to staff who needs to escalate issues of complexity and assist with work of the more junior roles if required
• Build an independent opinion on client and broader market needs, problems, opportunities and possibilities for implementation by acting on this opinion (e.g. recommends approaches which are new and different from those requested by the clients) contributing to the sustained relevance of the index service from the JSE

• Build strategic JSE / Industry/ Global network of thought leaders and relationships, attending and presenting at conferences and training interventions
• Effectively communicate and educate clients at all levels (phone calls, emails and client visits on expressing index related concepts; interpreting and resolving index queries) on index rules and their application to understand specific index changes and interpret and explain index source data and its derivation
• Maintain a positive relationship with clients by managing conflictive situations diplomatically, but firmly; strive for client satisfaction without compromising standards; maintain clear communication with clients regarding mutual expectations; monitor client satisfaction; take personal responsibility for correcting customer-service problems; correct problems promptly and assertively; make self fully available, especially when client is going through a critical period; answer specific queries from clients by applying analytical techniques to data to produce meaningful views
• Ensure good vendor relationships by interacting and collaborating with third party data suppliers and partners (such as FTSE and other internal divisions) in a proficient manner

• Ensure the FTSE/JSE End of Day Process is completed accurately by ensuring that all relevant end of day files from FTSE are received; verifying the structure and completeness of all received files; checking that all pre-agreed index changes are applied correctly
• Perform the valuations of all JSE-administrated indices (e.g. JSE Commodities Indices and JSE Money Market Index) by validating input data, calculating the index metrics and testing the reasonability of the result
• Verify end of day data products
• Have a professional understanding of all Bond Market operational processes to be able to drive resolutions in the event of process failure
• Determine and implement corrective action when any aspect of the Bond Market processes does not function correctly by identifying where and in which step it failed, the cause of the failure and how to remedy it
• Ensure that time lines are adhered to by abiding to Bond Market processes SLA times contracted with clients
• Ensure the continuous accuracy of index inputs and published index metrics in protection of JSE reputation by conducting calculations independently
• Ensure that the data and information overseen by the team meets the measure of reasonableness and is finely checked post production and distribution focusing on timelines and data quality standards to ensure that clients base decisions on accurate information and JSE client service is maintained at a high level
• Analyse data discrepancies by understanding the various data inputs and their interactions as well as the necessary formulas and identify and take necessary steps to resolve issues
• Drive out process optimisation and enhancement, with the emphasis on providing improved results at a lower cost, reducing the risk of failure or enhancing sustainability
• Maintain an in-depth understanding of the Index landscape, including knowledge of index users’ business, products and services offered by global index providers and local competitors to provide clients with resolutions and advise
• Understand the importance of accurate indices to the capital markets. Maintain this knowledge through continuous self-learning and interaction with market participants
• Demonstrate a detailed knowledge of the JSE index rules by knowing which rules to apply in specific situations and taking decisions on the specific application of these rules. This requires interpretation of the applicable rules, referencing historic treatment and precedent set in the past, as well as a detailed understanding of the practical impact of index changes on clients and their investment products
• Independently perform the free float review for JSE listed companies by analysing the shareholders of each company, measuring that against a set of rules and drawing inferences to determine the free float
• Identify upcoming corporate actions and determine the appropriate impact on the indices, within the relevant timeline of that corporate action, by referencing the index rules, previous precedent and making the necessary inferences
• Play a meaningful and leading role in the Index Rebalance by collecting and verifying data; calculating various inputs for the review; determining which changes are necessary, based on the data, rules and calculations; preparation and verification of the relevant public output documentation for accuracy; ensure that the rebalance changes are applied correctly
• Take responsibility for the end-to-end index rebalancing process by ensuring that individual tasks are admitted and correct by supervising and mentoring junior colleagues.
• Provide direction and training to junior colleagues by advising on problem resolution and other questions they might have
• Create insightful research papers by producing research outputs that meet independent Advisory Committee standards and meet identified market needs by researching elements of index methodology or new indices to contribute to the ongoing development of new indices (research includes collecting input data; interpret and analyse data collected; formulate recommendation or conclusions; prepare research papers)
• Identify opportunities to refine existing products and developing of innovative new index products to improve quality and range of data products to clients while being cost effective and sustainable
• Contribute to implementation of product developments by creating development plans a year or more in advance
• Assist with the division of divisional action plans into smaller, allocable tasks that can be measured and tracked for allocation of sub-tasks to junior colleagues with set target dates
• Demonstrate professional conduct, concern for customers and a sense of urgency in dealing with them and ensure that client queries are resolved timeously, accurately and comprehensively
• Take responsibility and have a complete view of the JSE structure to ensure queries are escalated to the correct person or department, if necessary
• Assist junior staff in the resolution of queries they are handling by reviewing their responses or answering specific questions they may have
• Independently present an overview of index related information to groups of people or clients, by preparing appropriate visual aids, presenting material and responding to questions
• Take a leading role in routine client meetings by ensuring that client needs are met
• Provide data to the media within the parameters of JSE policies. Be aware of the framework and scope within which questions from the media can be answered
• Assist in the preparation of brochures and marketing material by providing content and quality assurance to ensure clients are kept up to date with new index developments
• Provide input and content to website lay-out and structure to ensure that clients get correct information in the right format

• Improve personal capability and professional growth relating to field of expertise, in line with JSE objectives by discussing development needs and proposed solutions with management
• Keep abreast of changes in legislation or standards by conducting research and utilising networks
• Up skill team and other professionals by sharing knowledge and research results
• Epitomise living the JSE values, displaying professional conduct and adherence to required technical standards

• Analyse, research, develop and implement improvement/innovative ideas and value adding solutions contributing to divisional and JSE results

• BCom in Econometrics, Economy of Mathematics, Finance, Investments
• Honours in Mathematics, Investments, Finance, Financial Modelling, Econometrics
• 3 years in financial markets

Knowledge and Skills required

• Intermediate software applications (Outlook, Word, Excel, Access, Internet, Email)
• Divisional service offerings
• Business continuity standard
• Business principles
• Data analysis
• Decision-making process
• Challenging the status quo with a view to improving the environment or peoples understanding
• Giving presentations
• Identifying trends
• Establishing and maintaining collaborative relationships with peers / subordinates / managers
• Adapting behaviour to meet major changes at work
• Adapting to a major organisational change
• Building and maintaining effective relationships with internal and external stakeholders
• Evaluating resource allocation
• Networking and building relationships
• Communicating complex information orally
• Completing a project with constraints
• Conducting a needs analysis
• Developing multiple creative solutions
• Providing professional advice/opinion
• Research

RMB Morgan Stanley is a place where exceptional people create their own opportunities by challenging the conventional and driving sustainable impact.

United by our proud heritage, strong ethics and philosophy of Traditional values. Innovative ideas, it’s the magic of our people and culture that sets us apart.

Now, is the time to imagine your next move with South Africa’s number one employer in Financial Services for 2023, where you can embrace the power of collective thinking to unlock unique opportunities for our clients and society.

Are you someone who :

• Has a strong interest in financial and equity markets
• Can build, maintain and utilise financial models to support valuation and financial forecasting
• Can monitor and analyse macroeconomic indicators, economic policies, and geopolitical events to understand broader economic conditions that impact financial markets and investment portfolios
• Can gather relevant data from various sources, including financial statements, market databases, news articles and industry reports to ensure comprehensive and accurate information is used in analysis and reporting
• Can analyze and synthesize data into clear charts, tables and findings that support an investment conclusion
• Can prepare detailed and well-documented research reports and presentations and communicate the findings to external clients and internal stakeholders in a clear and concise manner
• Has industry experience and deep understanding of the metals and mining / resources industry in South Africa
• Stays updated on relevant financial regulations and compliance requirements, to ensure all research and investment activities adhere to regulatory standards and internal policies

You will be an ideal candidate if you :

• CA (SA) / CFA
• 3+ years of Equity research experience in the metals and mining / resources sector
• Prior equity research experience preferable

You will have access to :

• Opportunities to network and collaborate
• Opportunities to innovate

We can be a match if you are :

• Curious & courageous - you're driven by always wanting to know more and learn more and you're brave enough to
• Obsessed with mastery - you know what it takes to become good at what you do and are constantly pushing yourself to do it
• Love putting our clients at the forefront of what you do

Are you interested to take the step? We look forward to engaging with you further. Apply now!

post

Li-SP3

Take note that applications will not be accepted on the below date and onwards, kindly submit applications ahead of the closing date indicated below.

02 / 08 / 25

All appointments will be made in line with FirstRand Group’s Employment Equity plan. The Bank supports the recruitment and advancement of individuals with disabilities. In order for us to fulfill this purpose, candidates can disclose their disability information on a voluntary basis. The Bank will keep this information confidential unless we are required by law to disclose this information to other parties.

Analyst • 3 Merchant Place, 1 Fredman Drive, Sandton, Johannesburg, 2196

We are currently seeking an SSA Healthcare Research Analyst to support our SSA Healthcare practice (primarily focusing South Africa, Kenya and Nigeria), helping to construct insights regarding the business implications of economic and policy developments in the region for multinational healthcare companies. The analyst will be required to remain abreast of major developments in country-level healthcare policy impacting public and private healthcare expenditure, reimbursement, local formularies, and healthcare system design (among other policy measures that impact the delivery of healthcare services to covered populations). The work will provide unique exposure to the intersection between politics, economics, business, and industry analysis. This is a unique opportunity with significant responsibility and freedom to help shape our SSA healthcare practice and to work on innovative content for a very senior executive audience.

About the Team

FrontierView’s Global Healthcare research is designed to help inform tactical and strategic plans for the world’s leading healthcare organizations. Through a combination of scenario-based market intelligence and peer benchmarking, our team helps healthcare leaders navigate the complexity of evolving healthcare systems and enable them to bring solutions to market that impact the health of millions of patients. Our team combines analytical rigor with qualitative stakeholder perspectives to uncover roadblocks to commercial execution and unlock growth in their most important markets.

About You

This is a unique opportunity with significant responsibility and freedom to help shape our SSA healthcare practice and to work on innovative content for a very senior executive audience.

The duration of this contract will be 1 year likely renewed in 6 month intervals.

Remote - South Africa

75000 - 1000 a year (s)

About the Position

We are currently seeking an SSA Healthcare Research Analyst to support our SSA Healthcare practice (primarily focusing South Africa, Kenya and Nigeria), helping to construct insights regarding the business implications of economic and policy developments in the region for multinational healthcare companies. The analyst will be required to remain abreast of major developments in country-level healthcare policy impacting public and private healthcare expenditure, reimbursement, local formularies, and healthcare system design (among other policy measures that impact the delivery of healthcare services to covered populations). The work will provide unique exposure to the intersection between politics, economics, business, and industry analysis. This is a unique opportunity with significant responsibility and freedom to help shape our SSA healthcare practice and to work on innovative content for a very senior executive audience.

What to Expect in the Position

• Have the opportunity to gain exposure to senior executives at leading multinationals with investments across SSA, develop a deep understanding of the challenges facing local healthcare systems, and build strong views on the major barriers to delivering high quality and effective healthcare products and services.
• Tracking and monitoring ongoing changes to healthcare policy in SSA, including: changes to local formularies, changes to reimbursement design, changes to healthcare financing, changes to effective insurance coverage, changes to drug and medical device approval processes, and other developments impacting local regulators, payers, providers, and patients.
• Writing research deliverables that allow for quick and effective communication of healthcare systems’ financial flows and stakeholder incentives.
• Driving the development of forward-looking views on healthcare policy in SSA.
• Delivering research presentations to senior executive clients in person and over the phone.
• Collaborating with members of our global macroeconomic research practice on linking their analysis to the healthcare team’s analysis on healthcare trends in SSA.

• A Bachelor's or Master’s degree from a top-tier academic institution (achieved or in progress) or relevant work experience is required. A major in economics, public health, business, international relations, or regional studies relevant to Sub-Saharan Africa is expected.
• Demonstrated knowledge of SSA markets, through academic and/or professional research experience. An understanding of the current socio-political and economic environment is particularly key.
• Excellent communication skills in English (writing specifically) are required.
• Fluency in reading and speaking Afrikaans and or Swahili would be considered a plus.
• Basic understanding of macroeconomics. Demonstrated research experience (in academic or professional setting) including hypothesis-testing, structuring complex research projects, primary and secondary research, and other research techniques.
• Experience in managing multiple projects, working on tight deadlines, and working relatively independently.
• Demonstrated ability to cover a variety of topics and issues, including completely new topics.
• Familiarity with Excel and PowerPoint.

Remote job

• analyst
• design
• system
• support
• growth
• financial
• content
• senior
• excel
• health
• healthcare
• executive
• digital nomad

Results Delivery

• Play a leading role in drawing up a team business plan for complex tasks as well as plans for longer periods (1 year and 3 year)
• Identify weaknesses in all existing index processes, including data, operational and analytic processes
• Provide specialist guidance to staff who needs to escalate issues of complexity and assist with work of the more junior roles if required
• Build an independent opinion on client and broader market needs, problems, opportunities and possibilities for implementation by acting on this opinion (e.g. recommends approaches which are new and different from those requested by the clients) contributing to the sustained relevance of the index service from the JSE

• Build strategic JSE / Industry/ Global network of thought leaders and relationships, attending and presenting at conferences and training interventions
• Effectively communicate and educate clients at all levels (phone calls, emails and client visits on expressing index related concepts; interpreting and resolving index queries) on index rules and their application to understand specific index changes and interpret and explain index source data and its derivation
• Maintain a positive relationship with clients by managing conflictive situations diplomatically, but firmly; strive for client satisfaction without compromising standards; maintain clear communication with clients regarding mutual expectations; monitor client satisfaction; take personal responsibility for correcting customer-service problems; correct problems promptly and assertively; make self fully available, especially when client is going through a critical period; answer specific queries from clients by applying analytical techniques to data to produce meaningful views
• Ensure good vendor relationships by interacting and collaborating with third party data suppliers and partners (such as FTSE and other internal divisions) in a proficient manner

• Ensure the FTSE/JSE End of Day Process is completed accurately by ensuring that all relevant end of day files from FTSE are received; verifying the structure and completeness of all received files; checking that all pre-agreed index changes are applied correctly
• Perform the valuations of all JSE-administrated indices (e.g. JSE Commodities Indices and JSE Money Market Index) by validating input data, calculating the index metrics and testing the reasonability of the result
• Verify end of day data products
• Have a professional understanding of all Bond Market operational processes to be able to drive resolutions in the event of process failure
• Determine and implement corrective action when any aspect of the Bond Market processes does not function correctly by identifying where and in which step it failed, the cause of the failure and how to remedy it
• Ensure that time lines are adhered to by abiding to Bond Market processes SLA times contracted with clients
• Ensure the continuous accuracy of index inputs and published index metrics in protection of JSE reputation by conducting calculations independently
• Ensure that the data and information overseen by the team meets the measure of reasonableness and is finely checked post production and distribution focusing on timelines and data quality standards to ensure that clients base decisions on accurate information and JSE client service is maintained at a high level
• Analyse data discrepancies by understanding the various data inputs and their interactions as well as the necessary formulas and identify and take necessary steps to resolve issues
• Drive out process optimisation and enhancement, with the emphasis on providing improved results at a lower cost, reducing the risk of failure or enhancing sustainability
• Maintain an in-depth understanding of the Index landscape, including knowledge of index users’ business, products and services offered by global index providers and local competitors to provide clients with resolutions and advise
• Understand the importance of accurate indices to the capital markets. Maintain this knowledge through continuous self-learning and interaction with market participants
• Demonstrate a detailed knowledge of the JSE index rules by knowing which rules to apply in specific situations and taking decisions on the specific application of these rules. This requires interpretation of the applicable rules, referencing historic treatment and precedent set in the past, as well as a detailed understanding of the practical impact of index changes on clients and their investment products
• Independently perform the free float review for JSE listed companies by analysing the shareholders of each company, measuring that against a set of rules and drawing inferences to determine the free float
• Identify upcoming corporate actions and determine the appropriate impact on the indices, within the relevant timeline of that corporate action, by referencing the index rules, previous precedent and making the necessary inferences
• Play a meaningful and leading role in the Index Rebalance by collecting and verifying data; calculating various inputs for the review; determining which changes are necessary, based on the data, rules and calculations; preparation and verification of the relevant public output documentation for accuracy; ensure that the rebalance changes are applied correctly
• Take responsibility for the end-to-end index rebalancing process by ensuring that individual tasks are admitted and correct by supervising and mentoring junior colleagues.
• Provide direction and training to junior colleagues by advising on problem resolution and other questions they might have
• Create insightful research papers by producing research outputs that meet independent Advisory Committee standards and meet identified market needs by researching elements of index methodology or new indices to contribute to the ongoing development of new indices (research includes collecting input data; interpret and analyse data collected; formulate recommendation or conclusions; prepare research papers)
• Identify opportunities to refine existing products and developing of innovative new index products to improve quality and range of data products to clients while being cost effective and sustainable
• Contribute to implementation of product developments by creating development plans a year or more in advance
• Assist with the division of divisional action plans into smaller, allocable tasks that can be measured and tracked for allocation of sub-tasks to junior colleagues with set target dates
• Demonstrate professional conduct, concern for customers and a sense of urgency in dealing with them and ensure that client queries are resolved timeously, accurately and comprehensively
• Take responsibility and have a complete view of the JSE structure to ensure queries are escalated to the correct person or department, if necessary
• Assist junior staff in the resolution of queries they are handling by reviewing their responses or answering specific questions they may have
• Independently present an overview of index related information to groups of people or clients, by preparing appropriate visual aids, presenting material and responding to questions
• Take a leading role in routine client meetings by ensuring that client needs are met
• Provide data to the media within the parameters of JSE policies. Be aware of the framework and scope within which questions from the media can be answered
• Assist in the preparation of brochures and marketing material by providing content and quality assurance to ensure clients are kept up to date with new index developments
• Provide input and content to website lay-out and structure to ensure that clients get correct information in the right format

• Improve personal capability and professional growth relating to field of expertise, in line with JSE objectives by discussing development needs and proposed solutions with management
• Keep abreast of changes in legislation or standards by conducting research and utilising networks
• Up skill team and other professionals by sharing knowledge and research results
• Epitomise living the JSE values, displaying professional conduct and adherence to required technical standards

• Analyse, research, develop and implement improvement/innovative ideas and value adding solutions contributing to divisional and JSE results

• BCom in Econometrics, Economy of Mathematics, Finance, Investments
• Honours in Mathematics, Investments, Finance, Financial Modelling, Econometrics
• 3 years in financial markets

Knowledge and Skills required

• Intermediate software applications (Outlook, Word, Excel, Access, Internet, Email)
• Divisional service offerings
• Business continuity standard
• Business principles
• Data analysis
• Decision-making process
• Challenging the status quo with a view to improving the environment or peoples understanding
• Giving presentations
• Identifying trends
• Establishing and maintaining collaborative relationships with peers / subordinates / managers
• Adapting behaviour to meet major changes at work
• Adapting to a major organisational change
• Building and maintaining effective relationships with internal and external stakeholders
• Evaluating resource allocation
• Networking and building relationships
• Communicating complex information orally
• Completing a project with constraints
• Conducting a needs analysis
• Developing multiple creative solutions
• Providing professional advice/opinion
• Research

Our client, a leading Financial Institution, is looking for an Index Research Analyst to join their team.

Job Purpose:

• To accurately calculate, re-balance, manage, and develop indices while assisting clients with index-related information.

Education:

• Essential Qualification - Grade 12 + Degree in Economics, Finance, or Statistics.
• Preferred Qualification - Degree in Economics, Finance, or Statistics.

Experience:

• Financial Service Experience (e.g., Banking, Asset management).
• 2+ years’ experience.
• Excel experience.
• Analyse financial data.
• Track market trends.
• Present findings.
• Responsible for conducting research on various financial instruments and compiling information related to various indices.
• Liaising with clients.
• Experience with key performance indicators.
• Portfolio analysis.
• Data Recon.
• Calculate performance attribution.

Job Content:

• Results Delivery.
• Stakeholder Relationship Management.
• Process Management.
• Self-Management.
• Transformation and Innovation Management.

Technical competencies:

• Administrative procedures and systems.
• Basic software applications (e.g., Outlook, Word, Excel, Access, Internet, Email).

Should you not receive a response from us within one week of your application, your application has unfortunately not been successful.

You can visit our website for more vacancies: / LinkedIn

RMB Morgan Stanley is a place where exceptional people create their own opportunities by challenging the conventional and driving sustainable impact.

United by our proud heritage, strong ethics and philosophy of Traditional values. Innovative ideas, it’s the magic of our people and culture that sets us apart.

Now, is the time to imagine your next move with South Africa’s number one employer in Financial Services for 2023, where you can embrace the power of collective thinking to unlock unique opportunities for our clients and society.

Are you someone who :

• Has a strong interest in financial and equity markets
• Can build, maintain and utilise financial models to support valuation and financial forecasting
• Can monitor and analyse macroeconomic indicators, economic policies, and geopolitical events to understand broader economic conditions that impact financial markets and investment portfolios
• Can gather relevant data from various sources, including financial statements, market databases, news articles and industry reports to ensure comprehensive and accurate information is used in analysis and reporting
• Can analyze and synthesize data into clear charts, tables and findings that support an investment conclusion
• Can prepare detailed and well-documented research reports and presentations and communicate the findings to external clients and internal stakeholders in a clear and concise manner
• Has industry experience and deep understanding of the metals and mining / resources industry in South Africa
• Stays updated on relevant financial regulations and compliance requirements, to ensure all research and investment activities adhere to regulatory standards and internal policies

You will be an ideal candidate if you :

• CA (SA) / CFA
• 3+ years of Equity research experience in the metals and mining / resources sector
• Prior equity research experience preferable

You will have access to :

• Opportunities to network and collaborate
• Opportunities to innovate

We can be a match if you are :

• Curious & courageous - you're driven by always wanting to know more and learn more and you're brave enough to
• Obsessed with mastery - you know what it takes to become good at what you do and are constantly pushing yourself to do it
• Love putting our clients at the forefront of what you do

Are you interested to take the step? We look forward to engaging with you further. Apply now!

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Take note that applications will not be accepted on the below date and onwards, kindly submit applications ahead of the closing date indicated below.

02 / 08 / 25

All appointments will be made in line with FirstRand Group’s Employment Equity plan. The Bank supports the recruitment and advancement of individuals with disabilities. In order for us to fulfill this purpose, candidates can disclose their disability information on a voluntary basis. The Bank will keep this information confidential unless we are required by law to disclose this information to other parties.

Analyst • 3 Merchant Place, 1 Fredman Drive, Sandton, Johannesburg, 2196