Portfolio Analyst

1 week ago


Cape Town, Western Cape, South Africa RisCura Full time

Applications Close 29 August 2023
Location:

Cape Town, South Africa

Reports To:
Head of Operations

Application Criteria:
Undergraduate degree with a financial focus or strong maths or stats skills Honours preferred Inclination to complete the CFA, FRM or CAIA charter

Experience:
Graduate position to 1-2 years relevant experience

Purpose of Job:

Providing portfolio investment analysis and reporting services in relation to asset owners, asset managers and service providers.

Key Competencies, Skills and Attributes:

  • Pays attention to detail
  • Safeguards integrity of sensitive client data
  • Deals with large quantities of portfolio and market data
  • Understanding of portfolio and instrument level information
  • Quick learner
  • Interest in financial services
  • Strong analytical skills
  • Good time management, and able to manage deadlines
  • Able to work under pressure
  • Understands industry trends
  • Communicates clearly and politely, both verbally and in writing to clients
  • Able to work independently but also be a team player
  • Uses initiative, is proactive and possesses problem solving skills
  • Willing to put in long hours when needed to meet deadlines

Monthly/Daily Tasks:

- r stakeholders.

Key Responsibilities:

  • Work with the team to:
  • Agree and plan work deliverables and priorities
  • Deal with large quantities of portfolio and market data on a daily basis
  • Retrieve, validate, reconcile, analyse and prepare data for daily, monthly and quarterly deliverables
  • Interrogate and analyse data to produce client reports
  • Interpret and analyse report results as input to the advisory services to the client
  • Safeguard the integrity of sensitive client data
  • Manually recalculate and verify statistics
  • Check reports generated by fellow analysts
  • Provide ad hoc analyses and supporting output
  • Respond to report queries when required
  • Work with the team to improve work practises:
  • Suggesting and generating ideas for improvement of current or development of future technical solutions, tools and platforms
  • Identifying shortcomings in current work methods and processes
  • Contributing to the establishment of in quality management processes
  • Manage their own performance and career by:
  • Developing career objectives and goals and pursuing it
  • Setting annual work goals and regularly meeting with their line manager to discuss their performance
  • Contributing to knowledge sharing and participation in special projects
  • Acting as a corporate citizen and participating in organisational discussions, events and innovation
Ad hoc analysis

Other Key Relationships:

  • Assist fellow team members within the immediate team
  • Assist fellow RisCura teams
  • Interact with Clients
  • Assist analysts responsible for data processing
  • Assist analysts responsible for data management

Renumeration:

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