Investment Portfolio Analyst

1 week ago


Cape Town, Western Cape, South Africa CF Consulting Full time

Purpose of job

  • Work in collaboration with more senior members of the team to offer meaningful analysis and support to successfully manage a suit of portfolios
  • Providing portfolio analytics services in relation to discretionary managed clients
  • Monitor and assess incumbent and current managers alongside the portfolio managers and investment research teams
  • Understands the construction of client portfolios and products that target different kinds of investment objectives
  • Ensure that portfolios are kept up to date on relevant systems and that Portfolio Managers instructions are executed accurately and in a timely manner
  • Analyse and monitor the exposures and risks around these portfolios on an ongoing basis.
  • Provide support to the Portfolio Management team

Qualifications

  • 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 in a multi-manager
  • Will be required to be a FAIS compliant representative or work towards obtaining that status

Other key relationships

  • Global Investment Committee
  • Asset Allocation Team
  • Manager Research
  • Research and Development team
  • Analysts responsible for reporting team

Key competencies

  • Understanding of macroeconomics
  • Portfolio construction and manager research experience beneficial
  • Have an understanding of key risk, performance and attribution concepts
  • Safeguards integrity of sensitive client data
  • Deals with large quantities of portfolio and market data
  • Understanding of portfolio and instrument level information
  • Strong analytical skills
  • Problem solving / solutions focused ability and mindset
  • Flexibility and adaptability to ensure delivery of outputs and to ensure that a high quality standard is maintained at all times
  • Strong working knowledge of Microsoft Excel
  • Use of Morningstar, Bloomberg, FactSet and programming languages like R, Python, Matlab advantageous.

Monthly/daily tasks

  • Generation, interpretation and analysis of various analyses which would be useful to the Portfolio Managers
  • Client report back presentation generation and checking
  • Communication with clients and responding to report queries
  • Monthly and quarterly retrieval, validation, reconciliation, analysis and preparation of data
  • Data interrogation and analysis
  • Develop an understanding of the market, risks and tools as well as systems used.
  • Aid in the construction and monitoring of portfolios
  • Understanding and regular monitoring of investment managers held in our products
  • Develop an understanding of all portfolios they work on
  • Client and internal report generation
  • Checking of reports generated by other Analysts
  • Interpretation and analysis of report results


  • Cape Town, Western Cape, South Africa Token Metrics Full time

    About the RoleAs a Investment Portfolio Analyst, you will be responsible for analyzing and evaluating emerging cryptocurrencies and Web3 projects to identify potential investment opportunities.Main Responsibilities:Portfolio Analysis: Analyze and evaluate emerging cryptocurrencies and Web3 projects to identify potential investment opportunities.Hypothesis...


  • Cape Town, Western Cape, South Africa Communicate Recruitment Full time

    Strategic Portfolio DevelopmentAbout the Job:We are looking for a skilled Investment Analyst to help us build and optimize high-performing investment portfolios.Your Key Responsibilities:Conduct thorough market analysis and create data-driven recommendations for investment strategies.Collaborate with our team to design and implement effective portfolio...


  • Cape Town, Western Cape, South Africa Capital Assignments Full time

    Company OverviewCapital Assignments is a leading Asset Manager in South Africa, dedicated to delivering innovative investment solutions.About the RoleWe are seeking a skilled Financial Markets Specialist to join our team as a Fixed Income Analyst. This role offers the opportunity to work with a dynamic portfolio of assets and contribute to our growth...


  • Cape Town, Western Cape, South Africa Talent Match Consulting Full time

    Job DescriptionWe are looking for a highly skilled Data Analyst to join our investment team at Talent Match Consulting. In this role, you will be responsible for collecting, storing and retrieving data within the investment team, identifying opportunities to upgrade and streamline existing processes or create new enhanced processes.You will also be...


  • Cape Town, Western Cape, South Africa Aquarius Specialist Recruitment Full time

    Aquarius Specialist Recruitment is currently assisting a boutique Asset Management Company in Cape Town with the recruitment of a Portfolio Analyst. This role reports directly to the Head of Portfolio Analytics and Implementation, requiring both quantitative skills for performance and risk analysis as well as intellectual capabilities for implementation and...


  • Cape Town, Western Cape, South Africa RMB Full time

    About This RoleWe are seeking an experienced Portfolio Analyst to join our team.ResponsibilitiesSpearhead efforts to reduce overdrawn accounts and optimize branch performance.Develop and maintain relationships with key stakeholders to facilitate effective communication and collaboration.Provide expert advice on legislative amendments and industry best...


  • Cape Town, Western Cape, South Africa talentCru Full time

    Job OverviewWe are seeking a highly skilled Quantitative Portfolio Analyst to join our Investment Operations team in Cape Town. The successful candidate will be responsible for calculating, analysing, and reporting on complex fixed income portfolio performance and attribution.The ideal candidate must have a strong understanding of financial markets and...


  • Cape Town, Western Cape, South Africa Communicate Recruitment Full time

    **Company Overview:**We are a leading investment firm in Cape Town, dedicated to delivering exceptional financial performance for our clients. Our team of experts is passionate about creating value through strategic investment decisions and portfolio management.**Job Description:**As a seasoned Portfolio Manager, you will play a key role in managing and...


  • Cape Town, Western Cape, South Africa Rory Mackie & Associates Full time

    Overview: Our client is a financial services provider, managing close to R20 billion in assets under management across South Africa and offshore. They are seeking an analyst to work closely in a team with the Portfolio Managers, supporting the portfolio efforts for their multi-asset products.If you are currently working within a LISP environment or a Unit...


  • Cape Town, Western Cape, South Africa Just Property Full time

    **Our Team**We are a dynamic and innovative real estate agency dedicated to providing exceptional service to our clients. Our team of experts works tirelessly to deliver tailored solutions to meet the unique needs of each client.We are seeking a highly skilled Portfolio Manager to join our team in Bloubergstrand. The successful candidate will be responsible...


  • Cape Town, Western Cape, South Africa talentCru Full time

    Role SummaryThis is an exciting opportunity for a skilled Quantitative Analyst to join our Investment Operations team. You will be responsible for analyzing and reporting on complex fixed income portfolio performance and attribution, working closely with our Investment team and clients.Main ResponsibilitiesThe successful candidate will be responsible...


  • Cape Town, Western Cape, South Africa Talent Match Consulting Full time

    Key ResponsibilitiesData Management: Review and document all data collection, storage, and usage within the investment team.Liaison with Business Analyst Team: Work closely with the Business Analyst team to improve front office data management and implement new systems.Data Analysis: Use extensive investment databases to identify new investment ideas and...


  • Cape Town, Western Cape, South Africa Conova Recruitment Full time

    Key Responsibilities:Conduct in-depth fundamental research and analysis:Analyse macroeconomic trends, including economic growth, inflation, interest rates, and currency movements.Conduct thorough research on various sectors and companies, including industry trends, competitive landscapes, and valuation metrics.Develop and maintain financial models to...


  • Cape Town, Western Cape, South Africa Communicate Finance Full time

    Communicate Finance is looking for an experienced Investment Portfolio Specialist to join our team in Cape Town.About the JobThis role involves managing investment portfolios for our clients, analyzing market trends, and identifying new investment opportunities. The ideal candidate will have a strong understanding of financial markets, excellent analytical...


  • Cape Town, Western Cape, South Africa Communicate Finance Full time

    Investment Portfolio Manager Job SummaryThis is an exciting opportunity for an experienced Investment Portfolio Manager to join our team at Communicate Finance in Cape Town.Main ResponsibilitiesThe ideal candidate will be responsible for managing client relationships, participating in management meetings, and cultivating relationships with key intermediaries...


  • Cape Town, Western Cape, South Africa MSP Staffing Pty Ltd Full time

    Job DescriptionWe are seeking a highly skilled Investment Analyst to join our team in Cape Town. As an Investment Analyst, you will be responsible for providing portfolio administration support, conducting research, and assisting with deal execution.Key ResponsibilitiesAssist in the valuation of investment portfoliosConduct financial modeling and...


  • Cape Town, Western Cape, South Africa IOCO Full time

    Our Client is looking for a data-driven, insight-focused and impact-driven Portfolio Data and Reporting Analyst.The PMO Portfolio Data and Reporting Analyst is responsible for the development, management, and delivery of accurate and actionable project and portfolio performance reporting for senior and executive consumption. The role requires the alignment...


  • Cape Town, Western Cape, South Africa Placement Point Full time

    Placement Point is seeking a talented Investment Portfolio Expert to join our team. As a key member of our team, you will be responsible for advising clients on their investment portfolios, preparing and conducting investment reviews, and assisting clients with tax planning, estate planning, and wills.About YouYou should have a minimum of 3 years working...


  • Cape Town, Western Cape, South Africa Acticem Full time

    About UsAt Acticem, we believe in harnessing the power of effective investment strategies to create lasting wealth for our clients. As a Wealth Management Executive, you will play a crucial role in shaping this vision by providing expert advice and guidance on investment decisions. Your expertise will help our clients navigate complex financial markets,...


  • Cape Town, Western Cape, South Africa MSP Staffing Pty Ltd Full time

    About the RoleThe Investment Analyst position is an exciting opportunity to work with our client in Cape Town. In this role, you will provide administrative support to the investment team, conduct research, and assist with deal execution.Key ResponsibilitiesProvide administrative support to the investment teamConduct market research and analysisAssist with...