Investment Portfolio Analyst

4 months ago

Cape Town, South Africa Asset Consultant Company Full time

NAME OF THE ROLE:
INVESTMENT PORTFOLIO ANALYST
(CAPE TOWN)

ROLE DESCRIPTION:
This position is for an 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:

- Generation, interpretation and analysis of various analysis which would be useful to the Portfolio Managers
- Client report back presentation generation and checking
- Communication with clients and responding to report queries
- Monthly and quarterly retrieval, validation, reconciliation, analysis and preparation of data
- Data interrogation and analysis
- Develop an understanding of the market, risks and tools as well as systems used.
- Aid in the construction and monitoring of portfolios
- Understanding and regular monitoring of investment managers held in our products
- Develop an understanding of all portfolios they work on
- Client and internal report generation
- Checking of reports generated by other Analysts
- Interpretation and analysis of report results
- Be able to present internally and externally
- Aid in improving processes including automation efforts to improve efficiencies
- Ad hoc analyses
- Manual recalculation of some statistics

KEY RELATIONSHIPS:

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

KEY COMPETENCIES, SKILLS AND ATTRIBUTES:

- Understanding of macroeconomics
- Portfolio construction and manager research experience beneficial
- Pays attention to detail
- Have an understanding of key risk, performance and attribution concepts
- Safeguards integrity of sensitive client data
- Deals with large quantities of portfolio and market 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
- 3 to 5 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**:

- investment: 3 years (required)

  • Investment Portfolio Analyst

    3 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

    4 weeks ago

    Cape Town, South Africa Network Recruitment Full time

    Job & Company Description:My client is an international investment firm with many years of experience. They have a unique approach to investing and strive to magnify investment performance for clients by questioning standard norms and approaches in the field. They offer full financial services and focus of benefiting the clients by giving attention to...

  • Investment Portfolio Analyst

    3 weeks ago

    Cape Town, South Africa Network Recruitment Full time

    Job & Company Description: My client is an international investment firm with many years of experience. They have a unique approach to investing and strive to magnify investment performance for clients by questioning standard norms and approaches in the field. They offer full financial services and focus of benefiting the clients by giving attention to...

  • Senior Investment Portfolio Analyst

    4 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...

  • Investment Portfolio Analyst

    3 weeks ago

    Cape Town, South Africa RisCura Full time

    Applications 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...

  • Portfolio Investment Analyst

    4 days ago

    Cape Town, Western Cape, South Africa Parvana Full time

    About ParvanaParvana is a global investment firm with a unique approach to responsible investing. We are driven by a philosophy of investing with care and seek top achievers who are passionate about shaping the future of the investment industry. Our team is guided by a strong belief that our work goes beyond financial gains and numbers, recognizing the...

  • Investment Portfolio Specialist

    5 days ago

    Cape Town, Western Cape, South Africa Network Recruitment Full time

    Investment Portfolio Analyst Job Description About Network Recruitment At Network Recruitment, we are committed to helping our clients find the best talent in the industry. We are currently working with an international investment firm that is seeking an experienced Investment Portfolio Analyst to join their team. Job Summary As an Investment Portfolio...

  • Investment Portfolio Analyst

    4 months 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...

  • Investment Portfolio Analyst

    3 months ago

    Cape Town, South Africa Parvana Strategic Sourcing Full time

    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...

  • Portfolio Investment Specialist

    2 weeks ago

    Cape Town, Western Cape, South Africa Network Recruitment Full time

    Job Opportunity:Network Recruitment is seeking a skilled Investment Portfolio Analyst to join our team.About the Role:As an Investment Portfolio Analyst, you will work closely with senior management to provide in-depth analysis and support in managing multiple investment portfolios. Your key responsibilities will include:Providing portfolio analytics and...

  • Investment Portfolio Analyst

    4 months 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...

  • Investment Portfolio Analyst

    3 months ago

    Cape Town, South Africa Parvana Strategic Sourcing Full time

    Job 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...

  • Investment Portfolio Strategist

    3 weeks ago

    Cape Town, Western Cape, South Africa Network Recruitment Full time

    About the RoleNetwork Recruitment is seeking a highly skilled Investment Portfolio Analyst to join our client's team. As a key member of the investment team, you will be responsible for providing expert analysis to manage multiple portfolios.Key ResponsibilitiesDeliver in-depth portfolio analytics to optimize client outcomesMonitor and assess the performance...

  • Investment Analyst

    2 weeks ago

    Cape Town, Western Cape, South Africa HR Genie Full time

    {"title": "Investment Analyst", "content": "Join Our Team as an Investment AnalystWe are seeking a highly skilled and motivated Investment Analyst to join our team at HR Genie. As an Investment Analyst, you will play a crucial role in identifying, evaluating, and executing investment opportunities across a diverse range of industries and sectors.Key...

  • Investment Analyst

    2 weeks ago

    Cape Town, Western Cape, South Africa Performability Recruitment Full time

    {"title": "Investment Analyst", "content": "Job SummaryWe are seeking a highly skilled Investment Analyst to join our team at Performability Recruitment. As an Investment Analyst, you will be responsible for providing research and analysis input to our portfolio managers, working closely with them to build models and forecasts for various financial markets...

  • Risk Analyst

    3 months ago

    Cape Town, South Africa Bright City Talent Full time

    The 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

    4 days ago

    Cape Town, Western Cape, South Africa Performability Recruitment Full time

    {"h1": "Investment Analyst Position", "p": "At Performability Recruitment, we are seeking a highly skilled Investment Analyst to contribute to our client\u2019s investment team. As a key member of the team, you will be responsible for conducting in-depth research, preparing comprehensive reports, and efficiently managing daily portfolio activities. Key...

  • Senior Investment Portfolio Analyst

    4 months ago

    Cape Town, South Africa Guardian Recruiting Full time

    **_Job Specifications_** Work in collaboration with Portfolio Managers to offer meaningful analysis and support to successfully manage a suit of portfolios Monitor and assess incumbent and current managers alongside the portfolio managers and investment research teams Assists in the construction of client portfolios and products that target different kinds...

  • Investment Analyst

    17 hours ago

    Cape Town, Western Cape, South Africa Performability Recruitment Full time

    Investment Analyst OpportunityWe are seeking a highly skilled Investment Analyst to join our team at Performability Recruitment. As a key member of our investment team, you will be responsible for conducting in-depth research, preparing comprehensive reports, and efficiently managing daily portfolio activities.Key Responsibilities:Conduct econometric...

  • Investment Analyst

    2 weeks ago

    Cape Town, Western Cape, South Africa Performability Recruitment (Pty) Ltd Full time

    {"title": "Investment Analyst", "content": "Job SummaryWe are seeking a highly skilled Investment Analyst to join our team at Performability Recruitment (Pty) Ltd. As an Investment Analyst, you will be responsible for providing research and analysis input to the portfolio manager and team, focusing on global macro-economic research and financial market...