Investment Portfolio Analyst (Portfolio Management Team) Reports to Investments Manager Qualifications Minimum requirement of a bachelors degree which can be FAIS recognised B.Com., B.Bus.Sci, B.Sc. (Maths, Accounting, Statistics, Finance, Engineering, Physics) or equivalent. Open to other tertiary qualifications depending on experience and evidence of quantitative abilities. Experience 3 to 5 years of relevant experience in investments Will be required to be a FAIS compliant representative or work towards obtaining that status Purpose of job Work in collaboration with more senior members of the team to offer meaningful analysis and support to successfully manage a suit of portfolios Providing portfolio analytics services in relation to discretionary managed clients Monitor and assess incumbent and current managers alongside the portfolio managers and investment research teams Understands the construction of client portfolios and products that target different kinds of investment objectives Ensure that portfolios are kept up to date on relevant systems and that Portfolio Managers instructions are executed accurately and in a timely manner Analyse and monitor the exposures and risks around these portfolios on an ongoing basis Provide support to the Portfolio Management team Key competencies Understanding of macroeconomics Portfolio construction and manager research experience beneficial Pays attention to detail Have an understanding of key risk, performance and attribution concepts Safeguards integrity of sensitive client data Deals with large quantities of portfolio and market data Understanding of portfolio and instrument level information Quick learner Strong passion for investments Strong analytical skills Good time management, and able to manage deadlines Able to work under pressure and multi-task Communicates clearly and politely, both verbally and in writing Able to work independently but also be a team player Uses initiative, is pro-active and possesses problem solving skills Willing to put in long hours when needed Problem solving / solutions focused ability and mindset Flexibility and adaptability to ensure delivery of outputs and to ensure that a high-quality standard is maintained at all times Self-driven, determined and motivated Professionalism in all interactions Positive attitude to learning, growing and getting things done The nature of the job means that a high level of resilience and emotional maturity is required Strong working knowledge of Microsoft Excel Use of Morningstar, Bloomberg, FactSet and programming languages like R, Python, Matlab advantageous. Monthly/daily tasks Generation, interpretation and analysis of various analysis which would be useful to the Portfolio Managers Client report back presentation generation and checking Communication with clients and responding to report queries Monthly and quarterly retrieval, validation, reconciliation, analysis and preparation of data Data interrogation and analysis Develop an understanding of the market, risks and tools as well as systems used. Aid in the construction and monitoring of portfolios Understanding and regular monitoring of investment managers held in our products Develop an understanding of all portfolios they work on Client and internal report generation Checking of reports generated by other Analysts Interpretation and analysis of report results Be able to present internally and externally Aid in improving processes including automation efforts to improve efficiencies Ad hoc analyses Manual recalculation of some statistics Kindly note that by submitting your application for this career opportunity, you agree that Guardian Recruiting may use your application for the purpose of the recruitment and selection of the said position, and this information may be shared with the relevant stakeholders in the business. Please note that only short-listed candidates will be contacted. Should you not have heard back within a two-week period, please assume that your application was unsuccessful. All job postings are in accordance with our Client`s BEE requirements. Please only send certificates when requested to do so.
Investment Portfolio Analyst position available in Western Cape, Cape Town. This job position was posted by Guardian Recruiting. The job has been posted as a premium ad on 2025-03-29 at 13:37:36 in the Professions category

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