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Investment Portfolio Analyst
1 week ago
Investment Portfolio Analyst
R350k-R550k per annum depending on experience highly negotiable
Financial company seeks Investment Portfolio Analyst with minimum of - 5 years' experience within the roll.
- 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 analysis and preparation of data
- Data interrogation and analysis
- Understand market risks and tools and systems used.
- Monitoring of investment managers held in company products.
- Client and internal report generation.
- Checking reports generated by other analysts.
- Interpretation and analysis of report results
Portfolio construction and manager research experience beneficial
Attention to detail,
Understanding of key risk, performance and attribution concepts
Safeguard client data
Strong passion for investments
Willing to work long hours and must be a team player.
Flexibly and adaptably to ensure delivery of outputs to ensure that high quality standard is maintained.
Computer Packages:
Morningstar, Bloomberg, FactSet and Python, Matlab advantageous
Qualifications:
Bachelor's degree which can be FAIS recognized, B.Com, B.Bus.
Sci (Maths, Accounting, Statistics, Finance, Engineering, Physics) or equivalent.
Salary:
R30 000,00 - R45 000,00 per year
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