Senior Investment Portfolio Analyst

7 months ago

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 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

CORE RESPONSIBILITIES:

- Ensure that all portfolios are updated and correct on internal systems and that all Portfolio Managers’ instructions are executed successfully and timeously
- Have an in-depth understand of all portfolios they work on to be able to aid in the production of relevant collateral on portfolios
- Various research and ad-hoc analysis required by the Portfolio Managers
- Aid in the construction of portfolios
- Ensure that the output required for various portfolio review meetings are produced and checked
- Understanding and regular monitoring of investment managers held in our products
- Be able to lead certain manager monitoring meetings
- Be able to present internally and externally
- Interpretation and analysis of report results
- Client report back presentation reviews
- Communication with clients and responding to portfolio queries
- Data interrogation and analysis
- Client and internal report review and in some instances generation
- Checking of reports generated by other Analysts
- Interpretation and analysis of report results
- Aid in improving processes including automation efforts to improve efficiencies
- Ad hoc analyses
- Manual recalculation of some statistics
- Aid in the training and mentoring of Analysts

KEY RELATIONSHIPS:

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

KEY COMPETENCIES, SKILLS AND ATTRIBUTES:

- Good understanding of macroeconomics
- Good understanding of portfolio construction and manager research
- Pays attention to detail
- Have an understanding of key risk, performance and attribution concepts
- Safeguards integrity of sensitive client data
- Understanding of portfolio and instrument level information
- Quick learner
- Strong passion for investments
- Strong analytical skills
- Good time management, and able to manage deadlines
- Able to work under pressure and multi-task
- Communicates clearly and politely, both verbally and in writing
- Able to work independently but also be a team player
- Uses initiative, is pro-active and possesses problem solving skills
- Willing to put in long hours when needed
- 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
- Self-driven, determined and motivated
- Professionalism in all interactions
- Positive attitude to learning, growing and getting things done
- The nature of the job means that a high level of resilience and emotional maturity is required
- Commitment to learning and development
- Strong working knowledge of Microsoft Excel.
- Use of Morningstar, Bloomberg, FactSet and programming languages like R, Python, Matlab advantageous

REQUIRED QUALIFICATIONS AND EXPERIENCE:

- 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
- 5 to 8 years of relevant experience in investments
- Will be required to be a FAIS compliant representative or work towards obtaining that status

**Job Types**: Full-time, Permanent

Application Question(s):

- Are you a FAIS compliant representative? If not, what is your current status?

**Education**:

- Bachelors (required)

**Experience**:

- investments: 5 years (required)

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