Applies subject matter expertise in investment analysis, to ensure that the investment analysis process is effective and provides robust input towards the strategic decision-making. Provides visionary thinking and professional expertise to recommend and drive strategic investment decisions and opportunities and achieve high profitability for the organization.

Uses full knowledge of investment to guide the process and structuring of the qualitative and quantitative investment analysis. Provides and shares own expertise with the concerned teams to conduct financial and market analysis, and to assess and evaluate the various investment opportunities for the organization and clients.

Applies in-depth understanding of the various investment options and uses developed analytical skills to be able to identify the suitable and profitable investment opportunities for the organization and clients. Utilizes sound financial and market analysis thinking to build a case for making an investment decision.

Possesses specialised knowledge and full understanding of the investment options and the qualitative and quantitative investment analysis and process, and applies within the context of own job and team. Researches the financial and market trends and assists the team in building a case for making an investment decision.

Develops a basic understanding of the qualitative and quantitative investment analysis and has basic knowledge of the investment options available in the market. Is able to initiate the necessary research and data collection tasks to aid and support the team in the investment analysis process.