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Investment Portfolio Analyst

3 months ago

Cape Town, South Africa Network Recruitment Full time
Job & Company Description:
My client is an international investment firm with many years of experience. They have a unique approach to investing and strive to magnify investment performance for clients by questioning standard norms and approaches in the field.

They offer full financial services and focus of benefiting the clients by giving attention to individual client needs.

As the Investment Portfolio Analyst, you will be responsible for working with senior management to provide relevant analysis to manage several portfolios.
  • Giving portfolio analytics in relation to optional managed clients
  • Monitor and assess managers and investment teams
  • Comprehend the generation of client portfolios and products that focusses on various objectives
  • See to it that portfolios are updated and that portfolio managers execute instructions timely and accurately
  • Detect risks and exposures with all portfolios
  • Act as support for the portfolio managers

Job Experience & Skills Required:
Bachelors degree which can be FAIS recognised
B.Com., B.Bus.Sci, B.Sc. (Maths, Accounting, Statistics, Finance, Engineering, Physics) or equivalent.
3-5 years experience in investments
FAIS compliant representative or work towards obtaining that status