Portfolio Analyst

4 weeks ago

Cape Town, South Africa Parvana Strategic Sourcing Full time

Job Information

Industry
- Financial ServicesJob ID
- J104463City
- Cape TownProvince
- Western CapeCountry
- South AfricaPostal Code
- 7708**Client Details**:

- With a focus on Africa, China, the UK and the US, this global investment firm offers you an opportunity to be involved with a unique approach to responsible investing whilst driving performance and innovation. This client is guided by a philosophy of investing with care and seeks out top achievers who are looking to redefine and shape the future of the investment industry. 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 serve. With a specialised focus on emerging markets and a passion for Africa and China, our client offers independent advice, analysis, and reporting services to a diverse range of asset owners, investment managers, hedge funds, private equity firms, service providers, and brokers.

**What you will be doing**:

- Collaborate to manage work deliverables and plans, ensuring success.
- Dive into portfolio and market data daily, uncovering insights.
- Retrieve, validate, reconcile, and analyse data for impactful reports.
- Utilise analytical skills to produce client reports and advisory insights.
- Safeguard sensitive client data with meticulous verification.
- Foster teamwork by reviewing and supporting fellow analysts.
- Share ideas for technical solutions and process improvements.
- Set ambitious career objectives and engage in knowledge sharing.
- Actively participate in organisational discussions and events.
- Embrace flexibility to contribute and adapt as needed.

**What you need**:

- Holds an undergraduate degree, preferably in finance.
- An Honours degree is preferable.
- Shows interest in pursuing CFA, FRM, or CAIA charter.
- 1 - 2 years of relevant experience.
- Demonstrates attention to detail and sensitive client data integrity.
- Manages large volumes of portfolio and market data.
- Understands portfolio and instrument-level information.
- Quick learner with interest in financial services and industry trends.
- Possesses strong analytical skills and good time management.
- Able to handle pressure, meet deadlines, and work independently.
- Communicates clearly and politely with clients, both verbally and in writing.
- Exhibits initiative, proactive problem-solving, and teamwork.
- Willing to dedicate extra hours when needed to meet deadlines.

**Job ID**:

- J104463

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