Junior Fund Management Analyst

2 weeks ago


Cape Town, Western Cape, South Africa RecruitAGraduate Full time

Job Information:

Job Opening ID
ZR_1182_JOB

Hours of work
Full-time

Industry
Financial Services

Location Type
In Office

Salary
R R33 000

Remuneration Term
Per Month

Province
Western Cape

City
Cape Town

Country
South Africa

  • A trust and investment management company who offers a full range of financial services is looking to fill a Junior Fund Management 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
- keeping related to the implementation of the wider investment strategy.

Responsibilities:

  • Work with portfolio manager(s) to ensure best execution of trades
  • Liaison between portfolio manager and external brokers to action dealing transactions (daily), documentation of same, including accounting records of payments due or receipted
  • Prepare performance reports for clients, trust officers (financial advisory team) & investment council members (quarterly, monthly & adhoc)
  • Preparation and circulation of equity analysis support to trust officers (financial advisory team) & investment council members (adhoc)
  • Maintaining & generating local & offshore model portfolio reporting material
  • Assisting with day‐to‐day portfolio management and administration of client portfolios
  • Updating and idea generation for house view portfolios
  • Financial modelling and maintenance

Requirements:

  • Relevant tertiary qualification Bachelor of Business Science, Honours in Portfolio Analysis and Financial Analysis/Finance/ Economics or similar.
  • Completed CFA Level 1 preferred
  • MS Excel (advanced)
  • Have prior dealing or junior analysis experience, including placing of trades and performance summary preparation/ analysis work
  • Precise and timeconscious
  • Proactive
  • Creative thinking skills

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