Investment Portfolio Analyst

3 weeks ago


Cape Town, South Africa BOSS Consult Full time

**Investment Portfolio Analyst**

Cape Town

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

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

Use of Morningstar, Bloomberg, FactSet and programming languages like R, Python, Matlab advantageous

Pay: R350 000,00 - R550 000,00 per year

Application Deadline: 2024/05/31



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