Investment Portfolio Analyst
6 months ago
Job listing Job details
Job Information
Industry
- Financial ServicesJob ID
- J104289City
- Cape TownProvince
- Western CapeCountry
- South AfricaPostal Code
- 7708**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**:
- Collaborate with senior team members to provide analysis, support, and portfolio analytics services.
- Monitor and assess incumbent and current managers, analysing exposures and risks.
- Ensure accurate and timely execution of Portfolio Managers' instructions and update portfolios on relevant systems.
- Support various teams involved in portfolio management and research.
- Generate, interpret, and analyse analyses for portfolio management and client presentations.
- Retrieve, validate, reconcile, and analyse data for reporting purposes.
- Develop an understanding of market dynamics, portfolio construction, and investment managers.
- Generate client and internal reports, review reports from other analysts, and present findings.
- Contribute to process improvement, automation, and ad hoc analyses.
**Relevant Qualifications / Experience**:
- Bachelor's degree, such as BCom, B.Bus.Sci, BSc, or equivalent is essential.
- 3 - 5 years of relevant experience in investments.
- Understanding of macroeconomics and familiarity with portfolio construction and manager research.
- Strong attention to detail and understanding of key risk, performance, and attribution concepts.
- Safeguards integrity of sensitive client data and deals with large quantities of portfolio and market data.
- Knowledge of portfolio and instrument level information.
- Quick learner with a strong passion for investments and excellent analytical skills.
- Good time management, ability to meet deadlines, and work under pressure.
- Clear and polite communication, both verbal and written.
- Ability to work independently and collaborate effectively in a team.
- Proactive, takes initiative, and possesses problem-solving skills.
- Willingness to work long hours when necessary and exhibit problem-solving and solutions-focused mindset.
- Flexible and adaptable to deliver high-quality outputs and maintain standards.
- Self-driven, determined, and motivated with a professional and positive attitude.
- Strong working knowledge of Microsoft Excel.
**Job ID**:
- J104289
-
Investment Portfolio Analyst
6 months ago
Cape Town, South Africa Khula Placements Full time**Investment Portfolio Analyst** R350k-R550k per annum depending on experience highly negotiable Financial company seeks Investment Portfolio Analyst with minimum of 3 - 5 years’ experience within the roll. - Generation, interpretation and analysis of various analysis which would be useful to the Portfolio Managers - Client report back presentation...
-
Investment Portfolio Analyst
3 weeks ago
Cape Town, South Africa CF Consulting Full timePurpose of jobWork in collaboration with more senior members of the team to offer meaningful analysis and support to successfully manage a suit of portfoliosProviding portfolio analytics services in relation to discretionary managed clientsMonitor and assess incumbent and current managers alongside the portfolio managers and investment research...
-
Investment Portfolio Analyst
3 months ago
Cape Town, South Africa RisCura Full timeApplications Close 27 September 2024**Location**: Cape Town, South Africa **Reports To**: Investments Manager **Application Criteria**: - 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...
-
Investment Portfolio Analyst
4 weeks ago
Cape Town City Centre, South Africa Jobted ZA C2 Full timePurpose of job - 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...
-
Investment Portfolio Analyst
4 weeks ago
Cape Town, South Africa CF Consulting Full timePurpose of jobWork in collaboration with more senior members of the team to offer meaningful analysis and support to successfully manage a suit of portfoliosProviding portfolio analytics services in relation to discretionary managed clientsMonitor and assess incumbent and current managers alongside the portfolio managers and investment research...
-
Investment Portfolio Analyst
4 weeks ago
Cape Town, South Africa CF Consulting Full timePurpose of job 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...
-
Investment Portfolio Analyst
4 weeks ago
Cape Town, South Africa CF Consulting Full timePurpose of jobWork in collaboration with more senior members of the team to offer meaningful analysis and support to successfully manage a suit of portfoliosProviding portfolio analytics services in relation to discretionary managed clientsMonitor and assess incumbent and current managers alongside the portfolio managers and investment research...
-
Investment Portfolio Analyst
6 months ago
Cape Town, South Africa Parvana Strategic Sourcing Full timeJob listing Job details Job Information Industry - Financial ServicesJob ID - J104288City - Cape TownProvince - Western CapeCountry - South AfricaPostal Code - 7708**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...
-
Risk Analyst
6 months ago
Cape Town, South Africa Bright City Talent Full timeThe INVESTMENT RISK ANALYST will form part of the Investment risk team in South Africa, responsible for quantifying and providing insights into the investment risks inside portfolios with a focus on fixed income or multi-asset portfolios. The Risk Analyst will be also do day-to-day risk reporting for specific investment teams and portfolios; and solve...
-
Investment Analyst
6 months ago
Cape Town, South Africa Boss Consult Full timeMinimum 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. **Experience** - 3 to 5 years of relevant experience in investments - Will...
-
Investment Analyst
6 months ago
Cape Town, South Africa FROGG Recruitment Full time**Investment Analyst Durbanville Cape Town** Our Asset Management Investment Client in Tygervalley Durbanville Cape Town is looking for a well-experienced Investment Analyst with 5 years plus experience. You need mid-market fund experience. To supply administrative, procedural, and risk management support to the entire Fixed Interest team and assist with...
-
Client Portfolio Analyst
6 months ago
Cape Town, South Africa Capital Assignments Full timeOur client is a boutique wealth management company offering affluent clients wealth planning strategies that protect what is important to them, build the reality they dream of, create what their hearts desire, and grow what they have worked so hard to build. They are looking to bring in a driven Client Portfolio Analyst. This role supports Portfolio...
-
Investment Analyst
2 months ago
Cape Town, South Africa FirstRand Full timeJob Description About Us Ashburton Investments, part of the FirstRand group, is a leading investment management firm in South Africa. We manage over R160 billion in assets, with almost R100bn focused on fixed income, LDI, unlisted credit, and ESG mandates. Our mission is to help clients grow and protect their investments through innovative solutions and...
-
Investment Data Analyst
7 days ago
Cape Town, Western Cape, South Africa CF Consulting Full timeInvestment Data Analyst Job Description:We are seeking a detail-oriented and analytical Investment Data Analyst to join our team at CF Consulting. As an Investment Data Analyst, you will be responsible for collecting, analyzing, and interpreting large datasets to inform investment decisions.Key Responsibilities:Collecting and processing large datasets from...
-
Investment Portfolio Manager
2 days ago
Cape Town, Western Cape, South Africa CA Financial Appointments Full timeJob Title: Investment Portfolio ManagerWe are seeking a highly skilled and ambitious investment professional to join our team as an Investment Portfolio Manager.Estimated Salary: R800,000 - R1,200,000 per annumAbout the Role:The successful candidate will be responsible for conducting in-depth research on various industries and competitors, with a focus on...
-
Investment Analyst
6 months ago
Cape Town, South Africa Rory Mackie & Associates Full time**Overview**: The Investment Analyst will be required to analyze the economic drivers of agricultural property performance, including forecasting and trend analyses and assessing financial opportunity, be it related to a present or potential agricultural property investment. Under the guidance of experienced team members, the Investment Analyst will be...
-
Portfolio Manager and Analyst
2 months ago
Cape Town, Western Cape, South Africa Tumaini Consulting Full timeSeeking a Portfolio Manager and Analyst to lead our investment team at Tumaini Consulting in Cape Town. Requirements: A minimum of five to eight years of experience in analysis and/or managing equity, fixed income and multi-asset class portfolios. Proven ability to develop and maintain professional relationships for business development and knowledge of...
-
Investment Analyst
7 months ago
Cape Town, South Africa Rory Mackie & Associates Full time**Overview**: Our client is a high-profile Private Equity business, responsible for advising on core long-term strategic holdings and portfolio investments. They are looking to appoint an Investment Analyst, responsible for supporting the investment team and conducting detailed research, analysis, and reporting. This position will work closely with the...
-
Portfolio Performance Analyst
6 days ago
Cape Town, Western Cape, South Africa Set Consulting Full timeJob Title:Portfolio Performance Analyst About the Opportunity: Set Consulting is seeking a Portfolio Performance Analyst to join our dynamic team. As a key member of our investment team, you will be responsible for driving portfolio performance through strategic research and analysis.Your key responsibilities will include: Preparing company forecasts and...
-
Strategic Investment Portfolio Strategist
2 weeks ago
Cape Town, Western Cape, South Africa Parvana Full timeJob Title: Strategic Investment Portfolio StrategistOverview: Parvana seeks a talented individual to fill the role of Strategic Investment Portfolio Strategist. This position requires a deep understanding of investments, portfolio construction, and manager research.About Us: At Parvana, we believe that our clients' work goes beyond financial gains. We offer...