Portfolio Analyst

Investment Portfolio AnalystR350k-R550k per annum depending on experience highly negotiableFinancial 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...

Applications Close 29 August 2023Location: Cape Town, South AfricaReports To: Head of OperationsApplication Criteria: Undergraduate degree with a financial focus or strong maths or stats skills Honours preferred Inclination to complete the CFA, FRM or CAIA charterExperience: Graduate position to 1-2 years relevant experiencePurpose of Job:Providing portfolio...

Our client is a boutique wealth management company offering affluent clients wealth planning strategies that protect what is important to them, build the reality they dream of, create what their hearts desire, and grow what they have worked so hard to build.They are looking to bring in a driven Client Portfolio Analyst. This role supports Portfolio Managers...

Client Details:Our client holds a firm belief that their work goes beyond financial gains and numbers, recognising the impact of their actions on the lives and futures of those they serve. With a specialised focus on frontier and emerging markets and a passion for Africa and China, our client offers independent advice, analysis, and reporting services to a...

Job listing Job detailsJob InformationIndustry Financial ServicesJob ID J104288City Cape TownProvince Western CapeCountry South AfricaPostal Code 7708Client Details: Our client holds a firm belief that their work goes beyond financial gains and numbers, recognising the impact of their actions on the lives and futures of those they serve. With a specialised...

Job listing Job detailsJob InformationIndustry Financial ServicesJob ID J104354City Cape TownProvince Western CapeCountry South AfricaPostal Code 7708Client Details: Our client holds a firm belief that their work goes beyond financial gains and numbers, recognising the impact of their actions on the lives and futures of those they serve. With a specialised...

Job title: Portfolio Data Analyst Reporting to: Credit Portfolio Manager Location: Cape Town ALL STAFF APPOINTMENTS WILL BE MADE WITH DUE CONSIDERATION OF THE COMPANY'S EE TARGETSWHAT WE DO Lula is an innovative and human-focused FinTech company on a mission to help small businesses optimise their cash flow. Our purpose is to help SMEs manage their...

Client Details:Our client holds a firm belief that their work goes beyond financial gains and numbers, recognising the impact of their actions on the lives and futures of those they serve. With a specialised focus on frontier and emerging markets and a passion for Africa and China, our client offers independent advice, analysis, and reporting services to a...

Job listing Job detailsJob InformationIndustry Financial ServicesJob ID J104289City Cape TownProvince Western CapeCountry South AfricaPostal Code 7708Client Details: Our client holds a firm belief that their work goes beyond financial gains and numbers, recognising the impact of their actions on the lives and futures of those they serve. With a specialised...

Role: Our client is seeking a highly skilled and motivated individual to join their project operations team as a portfolio intelligence analyst. Overall, a portfolio intelligence analyst plays a critical role in supporting project management activities, driving efficiency, mitigating risks, and ensuring the successful delivery of projects within an...

Role:Our client is seeking a highly skilled and motivated individual to join their project operations team as a portfolio intelligence analyst. Overall, a portfolio intelligence analyst plays a critical role in supporting project management activities, driving efficiency, mitigating risks, and ensuring the successful delivery of projects within an...

These jobs were popular with other job seekersOur client a leading Financial Services company is seeking an experienced Portfolio Intelligence Analyst to join their project operations team on a permanent basis.Job DescriptionSupport project management activities, drive efficiency, mitigating risks, and ensuring the successful delivery of projectsAdminister...

Who are we? Sanlam Group Technology is responsible for the provision of a digitally enabled technology service as a group COE, drive business and transformation and provide group-wide digital and data architecture. We operate the various technology platforms and shared services, ensure Cyber and Information Security resilience, and act as technology...

REPORTS TO Head of Portfolio Analytics, Implementation.Job objective This function will be responsible for performance, risk, portfolio construction & modelling and implementation.Responsibilities Work in collaboration with Portfolio Managers to offer meaningful analysis and support to successfully manage a suite of portfolios, including assisting in...

WHAT WE DOWe're Lula. We build innovative fintech products to help SMEs make cash flow. From instant access to funding to all-in-one business banking accounts and cutting-edge financial analysis tools, we're on itOur purpose is to help SMEs manage their business better, faster, simpler, Lula, so they can spend more time doing what they love.Speaking of love,...

Looking for somebody who has an affinity for new tools, some experience in Portfolio Management tools, Jira administrator type exposure and some power BI skillsPlease note this is Cape Town based - Hybrid working conditions Must be a South African citizenWe are seeking a highly skilled and motivated individual to join our project operations team as a...

LOCATION Cape Town, South AfricaAPPLICATION CRITERIA 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 experience in financial services preferably some experience in unlisted...

A trust and investment management company who offers a full range of financial services is looking to fill a Junior Analyst / Dealer position. This role is responsible for daily technical operations support to the portfolio management team, including equity analysis support, execution of trades relating to the investment strategy, as well as all record-...

VacancySenior Analyst/Portfolio Manager - Fixed InterestAs Senior Analyst/Portfolio Manager - Fixed Interest you be responsible for driving detailed credit research and manage select portfolios within the fixed income team. Monitor domestic and global situations, analyse their effect on investments to ensure the successful management of portfolios. You will...

Minimum requirement of a bachelor's 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...