Portfolio Analyst

2 weeks ago


Sandton, South Africa RPO Recruitment Full time

We're looking for the expertise of an experienced Portfolio Analyst to work closely with portfolio managers, traders, research analysts and investment operations professionals.

The position requires a familiarity with fixed income investing, an interest in and knowledge of portfolio analysis and implementation techniques; entails significant technology engagement; demands effective communication and data management capabilities; requires attention to detail, and calls for an independent individual who will seek continuous improvement of investment processes and skills.


Responsibilities:

  • This individual will report to the Head of Portfolio Analysis and will work closely with portfolio managers, traders, research analysts and investment operations professionals
  • Ensure that a large number of portfolios are structured appropriately relative to their benchmarks, and strategies as developed by the portfolio management team
  • Ensure portfolio targets for cash, duration, and currency exposures are managed appropriately in accordance with Portfolio Managers
  • Analyze shareholder/client activity and work with Portfolio Managers on investment and divestment options
  • Coordinate billing with the Accounting
  • Provide analytical support to the portfolio management team to help make portfoliolevel decisions
  • Perform detailed quarterly financial statement analysis, review of rent rolls, current and future cash flow and forecasting of both present value and cash flows

Requirements:

  • BA/BS degree in finance, or economics or related field
  • Minimum of 2 years of relevant experience
  • Knowledge of DCF, NPV and cash flow models
  • Strong financial and analytical ability with solid organizational skills and the ability to multitask
  • Significant experience in budgeting and financial management

Benefits:

We focus on helping you reach your personal and professional goals by connecting you to your perfect career path.

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