Portfolio Analyst or Investment Analyst

3 days ago


Johannesburg, South Africa SET Recruitment Consultants Full time

**Portfolio Analyst (Investment Analyst)**

Reputable Asset Mgt firm seeks analytical indiv. Exciting and critical opportunity. Be instrumental in conducting research, gathering & analysing data. Support Portfolio Mgt in Investment decisions. New role. Great culture.

**Main Responsibilities**
- Update database/s with findings to enhance identification of trends and analysis.
- Conduct research and keep up to date with data related to the economy and financial markets.
- Conduct research and investigation activities for selection of investment decisions.
- Support the Portfolio Management process by monitoring duration, cash, sector targets, security level targets and foreign exchange hedges.
- Contribute to the investment reporting and analytics process.
- Support the Marketing and Client Service teams with data requests.
- Execute task and improve quality of data for areas of specialisation.
- Other key deliverables to be discussed at interview stage.

**Qualifications and Experience**
- Degree in Maths, Stats, Finance or relevant ess. Honours or CIPM an Advantage.
- Exp as Portfolio Analyst or Investment / Performance Analyst.
- Exp in Asset Mgt or Investment firm. Exp in Statpro, an adv.

**Should you be interested in the role**:

- For queries, contact Bev at SET on 082 495 8595.
- Looking forward to hearing from you.


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