Cape Town: Investment Portfolio Analyst posted by CF & I Consulting
Posted on 2025-09-09 00:00:00
| Employer | CF & I Consulting |
|---|---|
| Category | Other Finance/Accounting |
| Location | Western Cape / Cape Town |
Job Summary
Purpose of job
- Work in collaboration with team members 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
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
- 2 to 5 years of relevant experience in investments dealing with multi-manager funds
- Will be required to be a FAIS compliant representative or work towards obtaining that status
Other key relationships
- Global Investment Committee
- Asset Allocation Team
- Manager Research
- Research and Development team
- Analysts responsible for reporting team
Key competencies
- Understanding of macroeconomics
- Portfolio construction and manager research experience beneficial
- 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
- Strong analytical skills
- 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
- 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 analyses 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
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