Investment Portfolio Analyst

1 month ago


Cape Town, 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, South Africa Khula Placements Full time

    **Investment Portfolio Analyst** R350k-R550k per annum depending on experience highly negotiable Financial company seeks Investment Portfolio Analyst with minimum of 3 - 5 years’ experience within the roll. - Generation, interpretation and analysis of various analysis which would be useful to the Portfolio Managers - Client report back presentation...


  • Cape Town, South Africa Asset Consultant Company Full time

    NAME OF THE ROLE: INVESTMENT PORTFOLIO ANALYST (CAPE TOWN) ROLE DESCRIPTION: This position is for an Investment Portfolio Analyst with a respected Asset Consultant Company. CORE PURPOSE: - 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...


  • Cape Town, South Africa RisCura Full time

    **Location**: - Cape Town, South Africa **Application Criteria**: - 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**: - 2 to 5 years of experience in financial services - Will be...


  • Cape Town, South Africa CF Consulting Full time

    Purpose of jobWork in collaboration with more senior members of the team to offer meaningful analysis and support to successfully manage a suit of portfoliosProviding portfolio analytics services in relation to discretionary managed clientsMonitor and assess incumbent and current managers alongside the portfolio managers and investment research...


  • Cape Town, South Africa Asset Consultant Company Full time

    NAME OF THE ROLE: SENIOR INVESTMENT PORTFOLIO ANALYST (CAPE TOWN) ROLE DESCRIPTION: This position is for a Senior Investment Portfolio Analyst with a respected Asset Consultant Company. CORE PURPOSE: - Work in collaboration with more senior members of the team to offer meaningful analysis and support to successfully manage a suit of portfolios - Providing...


  • Cape Town, South Africa RisCura Full time

    Applications Close 27 September 2024**Location**: Cape Town, South Africa **Reports To**: Investments Manager **Application Criteria**: - 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...


  • Cape Town City Centre, South Africa Jobted ZA C2 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...


  • Cape Town, South Africa CF Consulting Full time

    Purpose of jobWork in collaboration with more senior members of the team to offer meaningful analysis and support to successfully manage a suit of portfoliosProviding portfolio analytics services in relation to discretionary managed clientsMonitor and assess incumbent and current managers alongside the portfolio managers and investment research...


  • Cape Town, South Africa CF Consulting Full time

    Purpose of jobWork in collaboration with more senior members of the team to offer meaningful analysis and support to successfully manage a suit of portfoliosProviding portfolio analytics services in relation to discretionary managed clientsMonitor and assess incumbent and current managers alongside the portfolio managers and investment research...


  • Cape Town, South Africa Parvana Strategic Sourcing Full time

    Job listing Job details Job Information Industry - Financial ServicesJob ID - J104289City - Cape TownProvince - Western CapeCountry - South AfricaPostal Code - 7708**Client Details**: - Our client holds a firm belief that their work goes beyond financial gains and numbers, recognising the impact of their actions on the lives and futures of those they...

  • Portfolio Analyst

    12 hours ago


    Cape Town, 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...


  • Cape Town, South Africa Parvana Strategic Sourcing Full time

    Job listing Job details Job Information Industry - Financial ServicesJob ID - J104288City - Cape TownProvince - Western CapeCountry - South AfricaPostal Code - 7708**Client Details**: - Our client holds a firm belief that their work goes beyond financial gains and numbers, recognising the impact of their actions on the lives and futures of those they...

  • Risk Analyst

    6 months ago


    Cape Town, South Africa Bright City Talent Full time

    The INVESTMENT RISK ANALYST will form part of the Investment risk team in South Africa, responsible for quantifying and providing insights into the investment risks inside portfolios with a focus on fixed income or multi-asset portfolios. The Risk Analyst will be also do day-to-day risk reporting for specific investment teams and portfolios; and solve...

  • Investment Analyst

    6 months ago


    Cape Town, South Africa Boss Consult Full time

    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 - Will...


  • Cape Town, South Africa RisCura Full time

    **Location**: - Cape Town, South Africa **Application Criteria**: - 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**: - 2 to 5 years of experience in financial services preferably...

  • Investment Analyst

    6 months ago


    Cape Town, South Africa FROGG Recruitment Full time

    **Investment Analyst Durbanville Cape Town** Our Asset Management Investment Client in Tygervalley Durbanville Cape Town is looking for a well-experienced Investment Analyst with 5 years plus experience. You need mid-market fund experience. To supply administrative, procedural, and risk management support to the entire Fixed Interest team and assist with...


  • Cape Town, South Africa Capital Assignments Full time

    Our client is a boutique wealth management company offering affluent clients wealth planning strategies that protect what is important to them, build the reality they dream of, create what their hearts desire, and grow what they have worked so hard to build. They are looking to bring in a driven Client Portfolio Analyst. This role supports Portfolio...

  • Investment Analyst

    3 months ago


    Cape Town, South Africa FirstRand Full time

    Job Description About Us Ashburton Investments, part of the FirstRand group, is a leading investment management firm in South Africa. We manage over R160 billion in assets, with almost R100bn focused on fixed income, LDI, unlisted credit, and ESG mandates. Our mission is to help clients grow and protect their investments through innovative solutions and...


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

    Investment Data Analyst Job Description:We are seeking a detail-oriented and analytical Investment Data Analyst to join our team at CF Consulting. As an Investment Data Analyst, you will be responsible for collecting, analyzing, and interpreting large datasets to inform investment decisions.Key Responsibilities:Collecting and processing large datasets from...


  • Cape Town, Western Cape, South Africa CA Financial Appointments Full time

    Job Title: Investment Portfolio ManagerWe are seeking a highly skilled and ambitious investment professional to join our team as an Investment Portfolio Manager.Estimated Salary: R800,000 - R1,200,000 per annumAbout the Role:The successful candidate will be responsible for conducting in-depth research on various industries and competitors, with a focus on...