Portfolio Analyst

4 days ago

Cape Town, South Africa Parvana Strategic Sourcing Full time

**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 serve. With a specialised focus on frontier and emerging markets and a passion for Africa and China, our client offers independent advice, analysis, and reporting services to a diverse range of clients, including asset owners, investment managers, hedge funds, private equity firms, service providers, and brokers. Our client's customers rely on their expertise to make informed decisions in today's complex business landscape.

**Role Responsibilities**:
Agree, prioritise, and manage work deliverables and plans.

Handle substantial portfolio and market data daily.

Retrieve, validate, reconcile, and analyse data for regular and periodic reports.

Interrogate, interpret, and analyse data to produce client reports and advisory insights.

Safeguard the integrity of sensitive client data and manually verify statistics.

Review reports from fellow analysts and address report queries when needed.

Provide ad hoc analyses, suggestions, and support.

Contribute ideas for technical solutions and process improvements.

Participate in quality management processes and identify inefficiencies.

Set and pursue career objectives, annual goals, and engage in knowledge sharing.

Actively participate in organisational discussions, events, and innovation.

Perform ad hoc analyses as required.

**Relevant Qualifications / Experience**:
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**:
J104354

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