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Cape Town: Portfolio Manager & Analyst posted by Milton Resourcing

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Job Description

About the Role

The candidate will be required to work within the clients Investment Team and undertake responsibilities relating to portfolio management and fundamental analysis. The role requires a candidate who is willing to work a dual function role in a compact team environment. The team expects the candidate to be both a team player and an independent intellectual committed to working with integrity and honesty.

Key Responsibilities

  • Maintain (and where necessary establish) effective and well-organized investment
  • Write clear and well-informed investment recommendations based on thorough research and analysis including:
  • Researching/analyzing financial information/trends
  • Building clear financial models using Excel
  • Documenting investment recommendations & decisions
  • Organize regular investment reports and reviews, including quantitative and qualitative portfolio findings.
  • Attend annual general meetings, review quarterly financial statements, and remain up to date with any important valuation or policy changes.
  • Provide leadership insights towards the investment strategies managed in-house
  • Perform regular administration duties of all investment
  • Assist the Business Development and Client Services team in relation to:
  • current client relationships related queries
  • prospective client queries e., due diligence questionnaires and presentations
  • Pro-active people management including recommendations for training and development and a focus on the development and retention of key team members.

Requirements

A degree in finance or a relevant field from an accredited South African or international institution. Holds at a minimum either a CA (SA), CFA, CAIA, CFP, or FRM designation an actuarial related background will be advantageous as well.

Qualifications

If a CFA Candidate: A minimum of CFA level II with a strong commitment to pass CFA Level III

Salary & Benefits

Not specified in the original job description.

How to Apply

Click the green “Go Apply” button below to apply directly online with the employer.

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About Other IT/Computer Jobs in Western Cape

The Western Cape, situated on the south coast of South Africa, is home to a thriving IT industry that offers a diverse range of career opportunities for professionals with expertise in various fields.

The job market in the Western Cape is highly competitive, with many major companies and startups operating in the region. The province’s strategic location, combined with its well-developed infrastructure, makes it an attractive hub for businesses looking to establish themselves in Africa. As a result, there is a high demand for skilled IT professionals who can support the growth of these companies.

The average salary ranges for IT professionals in the Western Cape are as follows: software engineers and developers can expect to earn between R800 000 to R1 200 000 per annum; data scientists and analysts can range from R600 000 to R900 000; cybersecurity specialists can earn anywhere from R500 000 to R800 000; and IT project managers can command salaries ranging from R400 000 to R700 000. These figures are based on industry standards and may vary depending on factors such as experience, qualifications, and company size.

To succeed in an IT career in the Western Cape, professionals need to possess a range of key skills, including programming languages (Java, Python, C++), data structures and algorithms, software development methodologies, cloud computing (AWS, Azure, Google Cloud), cybersecurity principles, and excellent communication skills. Additionally, knowledge of industry-specific tools and technologies, such as SAP or Oracle, can be highly valued.

Several major companies and industries are actively hiring IT professionals in the Western Cape. For example, tech giants like IBM and Dell have a strong presence in the region, while financial institutions such as Standard Bank and First National Bank also have significant IT departments. The automotive industry is another major sector that employs IT professionals, with companies like Toyota and Volkswagen having operations in the province.

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Career growth opportunities are plentiful for IT professionals in the Western Cape, with many companies offering training and development programs to help employees upskill and reskill. With experience, professionals can move into senior roles such as technical lead or manager, or transition into related fields like business analysis or consulting. The region’s entrepreneurial spirit also makes it an ideal location for startups, providing opportunities for IT professionals to launch their own businesses or join innovative companies that are shaping the future of technology.


This information provides general career guidance. Actual salaries and requirements vary by employer.



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