Junior Investment Analyst Ad

We're hiring a Junior Investment Analyst at Southern Charter Fund Managers.

We're a boutique fund manager based in Tokai, Cape Town that forms part of the Southern Charter Group. We run a range of multi-manager funds and portfolios which have won over 10 awards in the last decade. We are a small dynamic team that has a strong entrepreneurial culture. Southern Charter Group's purpose is to help people achieve financial independence. Working with our advisory business we help thousands of South Africans on their journey towards financial independence. We have been family owned and operated since 1990 which allows us to take a long term view which benefits our clients and staff. This is not a large corporate where you will be pigeonholed. There are lots of opportunities to learn and grow within the team and in the wider group. With freedom comes responsibility. The kind of people that thrive at Southern Charter are those that show initiative and make opportunities rather than waiting for them to come. They are intellectually curious and always tinkering and making things better. If this sounds like you, keep reading!

This is what the role looks like:

Early on, you'll spend most of your time on reporting, factsheets, performance analysis, and the data that sits behind it all. You'll spend a lot of time on Morningstar (some experience here is ideal), Excel and gathering and consolidating data. But there will be time for research and analysis from day one, and you'll sit in on investment committee meetings and see how decisions are made. AI tooling is becoming an essential part of how we aim to get work done. You'll be expected to have a firm understanding of how to build workflows with Claude and then integrate that knowledge into everything you do. Your goal early on will be to automate as much as you can so that your attention shifts further toward research, manager analysis, and contribution to investment decisions.

What would put you in a good position to get the role:

• Either 1–2 years in investments, asset management, or wealth management, or a strongly applicable qualification (CFA Level II progress, FAPM, or equivalent)

• Genuine, hands-on use of AI tools — not theoretical interest

• Attention to detail and high personal standards

• Self-direction. We don't want to have to spoon-feed people.

• A real curiosity about markets, how investment processes work and life in general.